$GOOG

Berkshire Hathaway increased its Alphabet (Google parent) stake by 83% in Q2, according to an SEC filing. Berkshire held about 106 million Alphabet shares worth $37.8 billion as of June 30, up from about 57.8 million shares. The position became Berkshire’s third-largest equity holding. Berkshire also reported it turned net stock buyer in Q2.

Abbott Laboratories (ABT) and Alphabet (GOOG) announced a multi-year partnership to integrate Abbott’s non-prescription Lingo continuous glucose monitoring data into the Google Health app with Google’s AI Health Coach. The article also cites Abbott Q2 2026 results (sales $12.59B, adj. EPS $1.31, raised FY EPS guidance to $5.45–$5.60) and Alphabet Q2 2026 revenue ($119.8B, up 24%).

Reuters analysis of quarterly filings says Alphabet’s stake in SpaceX was valued at about $94.2B at June 30, based on a $170.86 close, after an initial $900M investment in 2015. Alphabet held 551.2M shares. SpaceX IPOed June 12 at $135; it closed Thursday at $141.29. Other disclosed holders included Fidelity and BlackRock.

Wall Street traded choppily on Friday after the S&P 500 hit a record close the prior day. Investors weighed July retail sales and consumer sentiment, plus Middle East tensions. Communication services rose on Meta and Alphabet, while chip stocks were mixed and Applied Materials fell after a revenue forecast beat. Energy gained; Amgen and J&J declined.

The article says Alphabet’s Q2 results were strong, with revenue of $119.8B (+24% YoY) and Google Services revenue up 15% to $94.5B. Google Cloud revenue rose 82% to $24.8B on AI infrastructure demand. Capex was $44.9B, free cash flow was -$5.9B, and Alphabet raised 2026 capex guidance to $195B-$205B. It cites a consensus “Strong Buy” and a $429.63 mean 12-month target.

Berkshire Hathaway said it spent about $20B on other equities in Q2, repurchased about $4.5B of its own stock, and held $365.5B cash at midyear. It added to Alphabet (GOOGL) and Delta Air Lines (DAL), and disclosed other 13F changes including trims to Bank of America (BAC) and Kroger (KR).

Waymo, an Alphabet subsidiary, said the California Public Utilities Commission approved its request to expand robotaxi operations across 18 counties, including San Diego and Sacramento and parts of the Bay Area and Los Angeles regions. The company plans gradual rollout, with rider-only service in San Diego later this summer and validation in Sacramento. Waymo cited its Ojai vehicle and safety data.

Berkshire Hathaway’s Greg Abel, after Warren Buffett’s Dec. 31 CEO retirement, reduced its Bank of America stake for an eighth straight quarter, cutting shares by about 53% to roughly 549.5 million fewer shares, according to Berkshire’s latest 13F. Berkshire also increased Alphabet holdings for a second quarter, buying about 24.5M GOOGL and 23.6M GOOG shares, making Alphabet its third-largest holding.

Berkshire Hathaway (BRK.B) reported Q2 portfolio changes in an Aug. 14 SEC filing. It was a net buyer of equities, buying $19.8B vs $3.7B sold, and repurchased $4.5B of its own stock. Berkshire increased Alphabet (GOOGL/GOOG) and added D.R. Horton (DHI), while trimming Bank of America (BAC), Kroger (KR), Ally (ALLY), Capital One (COF), Nucor (NUE) and fully exiting Constellation Brands (STZ).

Goldman Sachs data cited by The Kobeissi Letter says the top 10 US stocks accounted for 16.4% of total notional dollar trading volume so far in 2026. Nvidia led at 3.0%, followed by Micron (2.8%), Tesla (2.1%), and SanDisk (1.5%). Liquidity was uneven, with SanDisk’s spread at 12.4 bps versus 5.9 bps for the S&P 500 average.