Alphabet Tops SpaceX Institutional Holders at $94B — But $80 Billion Stays Locked Until Late 2026
A Reuters analysis finds Alphabet is SpaceX's largest institutional holder at $94.1B — but $80B is locked until ~Dec 9, 2026, with $14.1B frozen through Q3 2027.
Berkshire's Q2 2026 13F: Alphabet Surges to Third-Largest Holding at $37B, Delta Air Lines Stake Up 44%
Berkshire's Q2 13F shows Abel nearly doubled Alphabet stake to $37B (#3 holding) and raised Delta Air Lines 44% to $5.4B as total portfolio hit $299B.
Alphabet (GOOGL): $514B Cloud Backlog Now Converting Slower
Alphabet's latest quarterly filing contains a sentence its earnings press release does not: the company expects to recognize just over 50% of its total remaining performance obligations as revenue within the next two years, down from approximately 55% a year earlier as the backlog grew nearly fivefold.
Silver Lake Eyes WDAY Buyout, but Founders Control 69% of the Vote
Workday (NASDAQ: WDAY), the Pleasanton, California maker of cloud human-resources and finance software, closed up almost 18% on Thursday after Reuters reported
HPE (NYSE: HPE)-Juniper Settlement Approved; Unit Bid $15M
A federal judge approved the U.S. Justice Department's antitrust settlement over Hewlett Packard Enterprise's (NYSE: HPE) $14 billion purchase of Juniper Networ
Cisco Q4 FY2026: Record $17.3B Revenue, Shares Slide 7% on Gross Margin Compression
Cisco Q4 FY2026 revenue hit a record $17.3B, beating estimates, but shares fell ~7% on gross margin compression. FY2027 AI infrastructure revenue target: $7.5B.
Justice Kagan Pauses Apple App Store Fee Proceedings — Contempt Case Heads to October Supreme Court Term
Justice Kagan paused App Store link-out fee proceedings for 24 hours on Aug. 12. Apple's contempt fight heads to the Supreme Court's October 2026 term.
Meta (META): 756,000 Australian Teen Removals, Rate Slowing
Meta Platforms (NASDAQ: META) said Thursday it has deactivated 756,000 Australian accounts through June 2026 it believes belonged to children under the country's minimum age for social media.
Iger and Kushner Agree to Buy LA Lakers at Record $12.5 Billion as NBA Franchise Values Hit New Heights
Bob Iger and Joshua Kushner have agreed to acquire Mark Walter's LA Lakers stake at a record $12.5B valuation—25% above the prior $10B transaction 14 months ago.
Google Pixel 11 Launches at $899 With Tensor G6 and Gemini AI: What GOOGL Investors Need to Know
Google launched Pixel 11 at $899 (+$100 vs 2025) with Tensor G6 and agentic Gemini AI. GOOGL slipped 0.57% on launch day. What the numbers mean for investors.
Trian Circles Wendy's Again: What a Take-Private Bid Means for WEN Shareholders
Trian Fund (16% stake) prepares a take-private bid for Wendy's with BlueFive Capital and Flynn Group. The $4.1B debt load and 7.33x leverage make the LBO math complex.
Goldman Sachs Agrees to Acquire ETF Provider NEOS Investments for Up to $2.25 Billion
Goldman Sachs agreed to acquire NEOS Investments for up to $2.25B, adding $30B in options-income ETFs and targeting 8th-largest active ETF manager status.