Breaking stock news, scored.

Berkshire Hathaway said it reshuffled its portfolio in the second quarter by buying about 48.1 million additional shares of Alphabet, increasing its stake. It also raised exposure to US homebuilders, while trimming some positions in financial companies and other stocks, according to the report.

Berkshire Hathaway said it reshuffled its portfolio by adding about 48.1 million shares of Alphabet (Google parent) in the second quarter. It also increased exposure to US homebuilders while trimming some holdings in financial companies and other stocks, according to the article.

Bloomberg reports investors are assessing about $70 billion of off-balance-sheet “residual value” credit backstops tied to AI debt. Nvidia is said to be poised to provide tens of billions of residual value support, while Meta and Broadcom have used similar structures in data-center and chip financing deals. The article cites CreditSights, Moody’s, and S&P on potential contingent-debt risks.

Berkshire Hathaway is reshuffling its portfolio, increasing exposure to Alphabet and US homebuilders while trimming some financial-company and other stock holdings. According to the article, Berkshire bought about 48.1 million additional Alphabet shares in the second quarter, raising its stake.

Bloomberg reports UK CPI data due Wednesday may show inflation rising for the first time in four months, with a median Bloomberg survey estimate of 2.9% in July. The article cites AI-related memory-chip shortages and higher energy costs, plus Iran-war effects on travel, as drivers. It also notes Bank of England rate-setter focus and upcoming US, Canada, and Asia data.

Berkshire Hathaway said it reshuffled its portfolio, increasing its stake in Alphabet by buying about 48.1 million additional shares in the second quarter. It also raised exposure to US homebuilders, while trimming some holdings in financial companies and other stocks, according to the company’s latest filings.

Berkshire Hathaway increased its Alphabet stake, buying about 48.1 million shares in Q2 to reach about 106 million shares worth about $37.76B as of June 30, following a June plan for a $10B Alphabet stock investment. It also raised US homebuilder holdings, including Lennar and a new DR Horton position, after buying Taylor Morrison. Berkshire trimmed positions in Kroger, Nucor, DaVita, exited Constellation Brands, and reduced Bank of America, Ally Financial, and Capital One.

PAVmed reported Q2 2026 earnings call updates. Management said Veris is moving from pilot to full commercialization at Ohio State, with two-thirds of planned departments onboarded and a goal of 1,000 patient enrollments in year one. It plans early-2027 FDA 510(k) for Veris and a Q4 pre-submission for PortIO, citing first-in-human data.

Reuters reports Nvidia is in talks to invest up to $3 billion in SB Energy, a SoftBank Group subsidiary, tied to an Ohio data centre campus for OpenAI. The talks include about $100 billion in credit support. The Information says Nvidia may invest half at deal signing and half around SB Energy’s IPO, aiming next month to raise at least $5 billion.

Firefly Aerospace (NASDAQ:FLY) said it signed a first-phase U.S. Department of Defense contract for a preliminary design review of a deorbit mission, issued by the Defense Innovation Unit and Space Development Agency. The contract does not disclose value. If the PDR succeeds, Firefly can compete for later phases using its Elytra spacecraft, according to the company.