5 hours ago
On paper, before the 2026 college football season kicks off, the Oregon Ducks have the best offense in the Big Ten, better than USC, and maybe the whole sport. Dante Moore is primed to be the first quarterback taken in the upcoming NFL draft, and he has an embarrassment of riches to throw the ball to. The Oregon Ducks' receiver room is completely stacked with versatile weapons in Dakorien Moore, Evan Stewart, and Jeremiah McClellan. The Ducks also have two tight ends who can be better than last year's first-round draft pick, Kenyon Sadiq.
To complement that, Oregon has an elite run game once again. That sounds promising, and Oregon will be headed for offensive dominance. However, the USC Trojans have both a potential elite passing attack and run game.
Here is my hot take of the week, for game week for the USC Trojans:
Waymond Jordan and King Miller have their own case for best backfield in college football. Both backs have the potential to run for 1,000 yards. The Trojans' offensive line will be better and more experienced than last year, setting both backs up for great success.
Jayden Maiava is also set up for great success with an embarrassment of riches in pass catchers too, just like Moore. Maiava has a handful of freshman playmakers who can be special early. Mark Bowman and ***** ie Feaster will become top targets for Maiava right out of the gate. With Tanook Hines healthy now, Maiava will have his Makai Lemon replacement.
#oregon
To complement that, Oregon has an elite run game once again. That sounds promising, and Oregon will be headed for offensive dominance. However, the USC Trojans have both a potential elite passing attack and run game.
Here is my hot take of the week, for game week for the USC Trojans:
Waymond Jordan and King Miller have their own case for best backfield in college football. Both backs have the potential to run for 1,000 yards. The Trojans' offensive line will be better and more experienced than last year, setting both backs up for great success.
Jayden Maiava is also set up for great success with an embarrassment of riches in pass catchers too, just like Moore. Maiava has a handful of freshman playmakers who can be special early. Mark Bowman and ***** ie Feaster will become top targets for Maiava right out of the gate. With Tanook Hines healthy now, Maiava will have his Makai Lemon replacement.
#oregon
1 day ago
Martha Stewart is teaming up with Waymo, Alphabet's autonomous-driving company, on a social campaign announced Thursday that recasts its new Ojai vehicle as her latest "home away from home."
In a 52-second spot inspired by Architectural Digest's Open Door video series, she welcomes viewers into the vehicle and ******* ses it as if it were one of her own residences. "When choosing a property, good homes are essential," she says, praising its "excellent architecture and curb appeal" before touring three screens and asking Gemini about the weather.
More from The Hollywood Reporter
Spike Lee, Timothée Chalamet and All the Stars Spotted at the New York Knicks Ticker-Tape Parade
Martha Stewart Expands Her Empire With First-Ever Kitchen Appliance Line
#vehicle #waymo #ojai
In a 52-second spot inspired by Architectural Digest's Open Door video series, she welcomes viewers into the vehicle and ******* ses it as if it were one of her own residences. "When choosing a property, good homes are essential," she says, praising its "excellent architecture and curb appeal" before touring three screens and asking Gemini about the weather.
More from The Hollywood Reporter
Spike Lee, Timothée Chalamet and All the Stars Spotted at the New York Knicks Ticker-Tape Parade
Martha Stewart Expands Her Empire With First-Ever Kitchen Appliance Line
#vehicle #waymo #ojai
3 days ago
When asked to identify college football programs that have elite talent at receiver even as freshmen, the first answer that crosses most people's minds is the Ohio State Buckeyes. The USC Trojans, however, aim to change that narrative with their most recent recruiting class. The Trojans also have a couple of talented freshmen who will be positioned to contribute to the offense.
Here are some freshmen on offense who could make a big impact for the USC Trojans:
Redeaux has track speed at the running back position. If he gets any carries this season, there is a good chance he will find his way to the end zone with his speed alone. With his breakout in fall camp, It is very likely he ends up as the 3rd back on the depth chart. Having to deal with thunder and lightning in King Miller and Waymond Jordan, and then having to deal with Redeaux's home-run-hitting speed, spells trouble for Big Ten defenses.
Boobie Feaster is a big play waiting to happen, and he has showcased that already in much of the Trojans' fall camp footage. There is a good shot that he will be the starting slot receiver, and with that, he will make many big plays for the Trojans this season. It is players like this that will be so necessary when facing defenses like Oregon, Ohio State, and Indiana. Lincoln Riley will love getting the ball in Feaster's hands. More often than not, Feaster will make both Riley and Jayden Maiava right.
Mosley will be a guy that Lincoln Riley will try to get involved, given how much of a playmaker he can be with the ball in his hands. He has game-changing speed and was already dubbed this year's potential Adoree' Jackson for the Trojans. His skill set will be useful on special teams, and if the Trojans can get production in that area to complement their offense, that could make a difference in some pivotal games this year.
#speed #freshmen
Here are some freshmen on offense who could make a big impact for the USC Trojans:
Redeaux has track speed at the running back position. If he gets any carries this season, there is a good chance he will find his way to the end zone with his speed alone. With his breakout in fall camp, It is very likely he ends up as the 3rd back on the depth chart. Having to deal with thunder and lightning in King Miller and Waymond Jordan, and then having to deal with Redeaux's home-run-hitting speed, spells trouble for Big Ten defenses.
Boobie Feaster is a big play waiting to happen, and he has showcased that already in much of the Trojans' fall camp footage. There is a good shot that he will be the starting slot receiver, and with that, he will make many big plays for the Trojans this season. It is players like this that will be so necessary when facing defenses like Oregon, Ohio State, and Indiana. Lincoln Riley will love getting the ball in Feaster's hands. More often than not, Feaster will make both Riley and Jayden Maiava right.
Mosley will be a guy that Lincoln Riley will try to get involved, given how much of a playmaker he can be with the ball in his hands. He has game-changing speed and was already dubbed this year's potential Adoree' Jackson for the Trojans. His skill set will be useful on special teams, and if the Trojans can get production in that area to complement their offense, that could make a difference in some pivotal games this year.
#speed #freshmen
4 days ago
Cathie Wood continued betting big on ******* eX on Friday. Her ARK Invest firm purchased over 200,000 shares of Elon Musk's ******* e company across multiple ETFs worth almost $27 million, according to company logs. Wood has long placed high value on Musk's companies, pumping hundreds of millions into investments in ******* eX (SPCX) and Tesla (TSLA) over the years. ARK Invest Buys…
8/21/2026 Nevada regulators voted Thursday to approve Las Vegas robotaxi permits for Tesla, Uber and Google's Waymo. They'll join Amazon's Zoox.
Get instant access to exclusive stock lists, expert market ******* ysis and powerful tools with 2 months of IBD Digital for only $20!
#elon
8/21/2026 Nevada regulators voted Thursday to approve Las Vegas robotaxi permits for Tesla, Uber and Google's Waymo. They'll join Amazon's Zoox.
Get instant access to exclusive stock lists, expert market ******* ysis and powerful tools with 2 months of IBD Digital for only $20!
#elon
8 days ago
This story was originally published on Construction Dive. To receive daily news and insights, subscribe to our free daily Construction Dive newsletter.
Robots are gaining steam in the construction industry, with two announcements this week highlighting the demand for these solutions on jobsites.
On Monday, global investment behemoth SoftBank threw its weight behind Gravis Robotics in a $200 million Series A funding round. That same day, Bedrock Robotics, founded by alumni from robotaxi firm Waymo, announced its machines were doing work on real jobsites for established contractors, including Sundt Construction and Zachry Construction.
Those are only the latest developments in the sector. Last year, "robot brain" maker FieldAI raised $405 million across two consecutive funding rounds. And Bedrock's latest jobsite announcement followed its February funding news, where it raised $270 million in a Series B round.
The focus on robots in construction demonstrates not only a desire from legacy investors to pursue automation in the sector, but the need of contractors to find labor — human or otherwise — to complete jobs. As Bedrock CEO Boris Sofman told Construction Dive earlier this week, "We are seeing increasing projects with millions of cubic yards of earth to be moved."
#dive #robotics #robots
Robots are gaining steam in the construction industry, with two announcements this week highlighting the demand for these solutions on jobsites.
On Monday, global investment behemoth SoftBank threw its weight behind Gravis Robotics in a $200 million Series A funding round. That same day, Bedrock Robotics, founded by alumni from robotaxi firm Waymo, announced its machines were doing work on real jobsites for established contractors, including Sundt Construction and Zachry Construction.
Those are only the latest developments in the sector. Last year, "robot brain" maker FieldAI raised $405 million across two consecutive funding rounds. And Bedrock's latest jobsite announcement followed its February funding news, where it raised $270 million in a Series B round.
The focus on robots in construction demonstrates not only a desire from legacy investors to pursue automation in the sector, but the need of contractors to find labor — human or otherwise — to complete jobs. As Bedrock CEO Boris Sofman told Construction Dive earlier this week, "We are seeing increasing projects with millions of cubic yards of earth to be moved."
#dive #robotics #robots
8 days ago
This story was originally published on Construction Dive. To receive daily news and insights, subscribe to our free daily Construction Dive newsletter.
Robots are gaining steam in the construction industry, with two announcements this week highlighting the demand for these solutions on jobsites.
On Monday, global investment behemoth SoftBank threw its weight behind Gravis Robotics in a $200 million Series A funding round. That same day, Bedrock Robotics, founded by alumni from robotaxi firm Waymo, announced its machines were doing work on real jobsites for established contractors, including Sundt Construction and Zachry Construction.
Those are only the latest developments in the sector. Last year, "robot brain" maker FieldAI raised $405 million across two consecutive funding rounds. And Bedrock's latest jobsite announcement followed its February funding news, where it raised $270 million in a Series B round.
The focus on robots in construction demonstrates not only a desire from legacy investors to pursue automation in the sector, but the need of contractors to find labor — human or otherwise — to complete jobs. As Bedrock CEO Boris Sofman told Construction Dive earlier this week, "We are seeing increasing projects with millions of cubic yards of earth to be moved."
#robotics #week
Robots are gaining steam in the construction industry, with two announcements this week highlighting the demand for these solutions on jobsites.
On Monday, global investment behemoth SoftBank threw its weight behind Gravis Robotics in a $200 million Series A funding round. That same day, Bedrock Robotics, founded by alumni from robotaxi firm Waymo, announced its machines were doing work on real jobsites for established contractors, including Sundt Construction and Zachry Construction.
Those are only the latest developments in the sector. Last year, "robot brain" maker FieldAI raised $405 million across two consecutive funding rounds. And Bedrock's latest jobsite announcement followed its February funding news, where it raised $270 million in a Series B round.
The focus on robots in construction demonstrates not only a desire from legacy investors to pursue automation in the sector, but the need of contractors to find labor — human or otherwise — to complete jobs. As Bedrock CEO Boris Sofman told Construction Dive earlier this week, "We are seeing increasing projects with millions of cubic yards of earth to be moved."
#robotics #week
19 days ago
Watch list season in college football continues to roll along. Recently, USC quarterback Jayden Maiava and running back Waymond Jordan were named to the Maxwell Award Watch List. However, they were not the only Trojans to make a watch list this past week.
On Tuesday, the watch list was announced for the Outland Trophy, presented annually to the top interior lineman in college football. Included on the list was USC offensive lineman Alani Noa.
After earning snaps as a reserve offensive lineman in 2023, Noa has started at offensive guard for the Trojans each of the past two seasons, Now, he returns for his senior year as a key member of a USC offensive line that is bringing back all five starters from 2025 (minus center Kilian O'Connor, who head coach Lincoln Riley announced on Thursday suffered an injury and will miss the entire season).
The only Trojan to ever win the Outland Trophy was offensive lineman Ron Yary all the way back in 1967. For context, USC head coach Lincoln Riley would not be born for another 16 years after that. Now, six decades later, Noa will look to become the second.
USC will kick off its 2026 season on August 29 at the Coliseum against San Jose State.
#lincoln
On Tuesday, the watch list was announced for the Outland Trophy, presented annually to the top interior lineman in college football. Included on the list was USC offensive lineman Alani Noa.
After earning snaps as a reserve offensive lineman in 2023, Noa has started at offensive guard for the Trojans each of the past two seasons, Now, he returns for his senior year as a key member of a USC offensive line that is bringing back all five starters from 2025 (minus center Kilian O'Connor, who head coach Lincoln Riley announced on Thursday suffered an injury and will miss the entire season).
The only Trojan to ever win the Outland Trophy was offensive lineman Ron Yary all the way back in 1967. For context, USC head coach Lincoln Riley would not be born for another 16 years after that. Now, six decades later, Noa will look to become the second.
USC will kick off its 2026 season on August 29 at the Coliseum against San Jose State.
#lincoln
19 days ago
Interested in Element Fleet Management Corp.? Here are five stocks we like better.
Element Fleet Management delivered solid Q2 growth: Adjusted net revenue rose 10% year over year to $318 million, adjusted EPS increased 12%, and adjusted ROE reached 19.6%. Vehicles under management grew 3% to 1.56 million, while first-half revenue, EPS and free cash flow per share rose 13%, 18% and 11%, respectively.
The company is expanding its capital-light and digital strategies: Its inaugural equity residual transaction transferred about $700 million of receivables off balance sheet, while automation and workflow initiatives are expected to produce roughly $20 million in annualized savings in 2027.
Waymo partnership could support future services growth: Element will initially support Waymo's autonomous-vehicle operations in San Diego, with revenue contributions expected from 2027 and potentially adding a few points to services-revenue growth. Management also returned $163 million to shareholders in Q2, including $120 million in share repurchases.
Element Fleet Management (TSE:EFN) reported second-quarter results that included double-digit growth in adjusted net revenue and adjusted earnings per share, while management highlighted progress in its capital-light funding strategy, digital transformation efforts and expansion into autonomous-vehicle fleet services.
#element
Element Fleet Management delivered solid Q2 growth: Adjusted net revenue rose 10% year over year to $318 million, adjusted EPS increased 12%, and adjusted ROE reached 19.6%. Vehicles under management grew 3% to 1.56 million, while first-half revenue, EPS and free cash flow per share rose 13%, 18% and 11%, respectively.
The company is expanding its capital-light and digital strategies: Its inaugural equity residual transaction transferred about $700 million of receivables off balance sheet, while automation and workflow initiatives are expected to produce roughly $20 million in annualized savings in 2027.
Waymo partnership could support future services growth: Element will initially support Waymo's autonomous-vehicle operations in San Diego, with revenue contributions expected from 2027 and potentially adding a few points to services-revenue growth. Management also returned $163 million to shareholders in Q2, including $120 million in share repurchases.
Element Fleet Management (TSE:EFN) reported second-quarter results that included double-digit growth in adjusted net revenue and adjusted earnings per share, while management highlighted progress in its capital-light funding strategy, digital transformation efforts and expansion into autonomous-vehicle fleet services.
#element
25 days ago
Three in four Uber riders have never ordered groceries through the app, representing a massive untapped customer base within a $1 trillion addressable market.
Uber's advertising business surpassed a $2 billion annual run rate, growing over 50% year-over-year, with margins far higher than its delivery operations.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Uber didn't make the cut. Grab the names FREE today.
Artificial intelligence has become the lens through which investors view almost every technology company. Businesses are increasingly judged by whether they win or lose the AI race, even when other growth engines continue to accelerate underneath the surface. Uber Technologies (NYSE:UBER) has become one of the latest examples.
The stock has recently swung on headlines surrounding autonomous vehicles and its partnership with Waymo, yet those headlines obscure a quieter story unfolding inside the company. For long-term investors, this overlooked business could prove far more valuable than the market currently appreciates.
#business #company #NVIDIA
Uber's advertising business surpassed a $2 billion annual run rate, growing over 50% year-over-year, with margins far higher than its delivery operations.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Uber didn't make the cut. Grab the names FREE today.
Artificial intelligence has become the lens through which investors view almost every technology company. Businesses are increasingly judged by whether they win or lose the AI race, even when other growth engines continue to accelerate underneath the surface. Uber Technologies (NYSE:UBER) has become one of the latest examples.
The stock has recently swung on headlines surrounding autonomous vehicles and its partnership with Waymo, yet those headlines obscure a quieter story unfolding inside the company. For long-term investors, this overlooked business could prove far more valuable than the market currently appreciates.
#business #company #NVIDIA
25 days ago
Fundsmith, an investment management firm based in London, has released its second-quarter 2026 investor letter for its "Fundsmith Equity Fund." A copy of the letter can be downloaded here. The Fund returned -2.9% in the first half of 2026, underperforming the MSCI World Index by 14.1 percentage points, driven by challenges from a momentum-driven market dominated by passive index funds and AI-related exuberance. The letter discusses the rise of passive investing, noting that index funds now resemble active funds, concentrating heavily in a few sectors and stocks. Due to increased market volatility and a 51% portfolio turnover in the first half of the year, the firm plans to adopt a more active approach, incorporating momentum while maintaining its core mantra: buy good companies, don't overpay, and do little. In addition, please check the Firm's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Fundsmith Equity Fund highlighted Uber Technologies, Inc. (NYSE:UBER) as a newly added position. Uber Technologies, Inc. (NYSE:UBER) is a multinational technology company that offers ridesharing, food delivery, freight, and other services. On July 31, 2026, Uber Technologies, Inc. (NYSE:UBER) closed at $70.36 per share, reflecting a market capitalization of $143.22 billion. Uber Technologies, Inc. (NYSE:UBER) posted a one-month return of -2.84%, while its shares lost 20.43% over the past 52 weeks.
Fundsmith Equity Fund stated the following regarding Uber Technologies, Inc. (NYSE:UBER) in its Q2 2026 investor update:
"Uber Technologies, Inc. (NYSE:UBER) – Uber operates a platform that connects users with ride-hailing and food-delivery drivers. It relies on a two-sided network effect: more drivers mean shorter wait times, which attracts more riders, making the platform highly sticky and difficult for local competitors to disrupt. Now that most of these challengers (Karhoo, Sidecar, Juno, Fasten, Hailo, etc.) have disappeared and Uber has survived, the network effects become very attractive. This is shown in the company's cash from operations, which went from -$4.3bn in 2019 to -$445m in 2021 (last year of negative) to $3.6bn in 2023 and over $10bn in 2025. Uber's logistics network is massive, coordinating roughly 42m trips and delivery orders every single day globally. Future growth opportunities include expanding into grocery and package delivery and eventually integrating autonomous (self-driving) vehicles ('AVs') into their fleet to drastically lower costs. Some see AVs as a threat to Uber, but we think it is more likely that Tesla, Waymo, etc., will use Uber's distribution and global licenses to reach customers and maximise their ****** et usage rather than having to get licenses, build an app, and get tens of millions of people to download. ROIC: mid 20s, FCF yield: 7.4%."
#technologies
In its Q2 2026 investor letter, Fundsmith Equity Fund highlighted Uber Technologies, Inc. (NYSE:UBER) as a newly added position. Uber Technologies, Inc. (NYSE:UBER) is a multinational technology company that offers ridesharing, food delivery, freight, and other services. On July 31, 2026, Uber Technologies, Inc. (NYSE:UBER) closed at $70.36 per share, reflecting a market capitalization of $143.22 billion. Uber Technologies, Inc. (NYSE:UBER) posted a one-month return of -2.84%, while its shares lost 20.43% over the past 52 weeks.
Fundsmith Equity Fund stated the following regarding Uber Technologies, Inc. (NYSE:UBER) in its Q2 2026 investor update:
"Uber Technologies, Inc. (NYSE:UBER) – Uber operates a platform that connects users with ride-hailing and food-delivery drivers. It relies on a two-sided network effect: more drivers mean shorter wait times, which attracts more riders, making the platform highly sticky and difficult for local competitors to disrupt. Now that most of these challengers (Karhoo, Sidecar, Juno, Fasten, Hailo, etc.) have disappeared and Uber has survived, the network effects become very attractive. This is shown in the company's cash from operations, which went from -$4.3bn in 2019 to -$445m in 2021 (last year of negative) to $3.6bn in 2023 and over $10bn in 2025. Uber's logistics network is massive, coordinating roughly 42m trips and delivery orders every single day globally. Future growth opportunities include expanding into grocery and package delivery and eventually integrating autonomous (self-driving) vehicles ('AVs') into their fleet to drastically lower costs. Some see AVs as a threat to Uber, but we think it is more likely that Tesla, Waymo, etc., will use Uber's distribution and global licenses to reach customers and maximise their ****** et usage rather than having to get licenses, build an app, and get tens of millions of people to download. ROIC: mid 20s, FCF yield: 7.4%."
#technologies
26 days ago
USC football needs a lot of things to happen if this season is going to come together perfectly. ESPN's Bill Connelly explored the "ifs" which need to emerge for the Trojans to achieve up to their expectations (and maybe even exceed them).
Connelly writes that USC's season can be special "If ... Jayden Maiava has pass catchers. Maiava is one of the most proven returning quarterbacks in the sport and should have a dynamite run game at his disposal thanks to backs Waymond Jordan and King Miller, and an experienced line. But of the seven players with at least 125 receiving yards last season, only sophomore wideout Tanook Hines returns. Transfer Terrell Anderson (NC State) will need to be an immediate hit, as will a few young, unproven options."
Tanook Hines is generally viewed and accepted as a USC receiver who will do well in 2026. The Terrell Anderson portal pickup has to hit. Other depth pieces in the wide receiver room have to become legitimate options who will demand attention and respect from opposing defenses. Part of the discussion here is that Dennis Simmons needs to develop depth at the wide receiver position. He has created stars at USC but not a lot of rooms in which there were four or five really good receivers. He had that in 2022 but hasn't matched that standard since. That's an important goal for USC this season. It could make the difference between this team being moderately good and very good, borderline great.
Contact/Follow TrojansWire on X (formerly Twitter) and like our page on Facebook to follow ongoing coverage of USC Trojans news, notes and opinion.
This article originally appeared on Trojans Wire: National football experts agree that USC needs depth at wide receiver
#tanook
Connelly writes that USC's season can be special "If ... Jayden Maiava has pass catchers. Maiava is one of the most proven returning quarterbacks in the sport and should have a dynamite run game at his disposal thanks to backs Waymond Jordan and King Miller, and an experienced line. But of the seven players with at least 125 receiving yards last season, only sophomore wideout Tanook Hines returns. Transfer Terrell Anderson (NC State) will need to be an immediate hit, as will a few young, unproven options."
Tanook Hines is generally viewed and accepted as a USC receiver who will do well in 2026. The Terrell Anderson portal pickup has to hit. Other depth pieces in the wide receiver room have to become legitimate options who will demand attention and respect from opposing defenses. Part of the discussion here is that Dennis Simmons needs to develop depth at the wide receiver position. He has created stars at USC but not a lot of rooms in which there were four or five really good receivers. He had that in 2022 but hasn't matched that standard since. That's an important goal for USC this season. It could make the difference between this team being moderately good and very good, borderline great.
Contact/Follow TrojansWire on X (formerly Twitter) and like our page on Facebook to follow ongoing coverage of USC Trojans news, notes and opinion.
This article originally appeared on Trojans Wire: National football experts agree that USC needs depth at wide receiver
#tanook
1 month ago
Giverny Capital **** et Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The model portfolio returned 13.70% this quarter, compared to the S&P 500's 15.20% return. YTD, the portfolio gained 5.89%, while the index increased by 10.21%. The long-term link between stock appreciation and earnings growth is strong; Benjamin Graham described the market as a "voting machine" in the short term and a "weighing machine" in the long term. Despite the S&P 500's 10.2% rise in the first half of the year, 210 stocks lost value, indicating market anomalies. High-quality earnings compounders that benefit from AI capabilities are likely to maintain their competitive edge. Recently, the market has increasingly chased momentum. Tech giants are taking advantage of the optimism of investors amid fears of an AI bubble. Despite strong profit margins, reliance on "moonshot" investments raises sustainability concerns. The author recommends investing in both emerging tech leaders and established firms. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Giverny Capital **** et Management highlighted Alphabet Inc. (NASDAQ:GOOGL). Alphabet Inc. (NASDAQ:GOOGL), the parent company of Google, offers various platforms and services, including online search and advertising, cloud solutions, and artificial intelligence, and is a significant contributor to the Strategy's performance. On July 21, 2026, Alphabet Inc. (NASDAQ:GOOGL) closed at $347.15 per share, reflecting a market capitalization of $4.22 trillion. Alphabet Inc. (NASDAQ:GOOGL) posted a one-month return of 0.54%, while its shares gained 82.49% over the past 52 weeks.
Giverny Capital **** et Management stated the following regarding Alphabet Inc. (NASDAQ:GOOGL) in its Q2 2026 investor update:
"Our two largest positions are Alphabet Inc. (NASDAQ:GOOGL) and Arista, which I believe have strong positions in the emerging AI economy. Alphabet has a near monopoly in search, a robust cloud data center business, a leading computer chip used in AI data centers, a highly profitable **** et in YouTube and the premier autonomous driving platform in Waymo. It has built a tremendous collection of **** ets.
As for portfolio activity for the quarter, we trimmed Alphabet and Arista. We sold 17% of our position in Alphabet in April at about $380. Management subsequently sold $80 billion of stock in a secondary offering at $350 to raise money to fund more investment in data centers. I feel we did the responsible thing in trimming Alphabet as it got to nearly 12% of our portfolio. Arista and Alphabet remain our largest positions as of June 30. The valuations on both are high enough that future returns likely will be lower than we're used to, even if the businesses continue to grow."
#googl #management #Portfolio
In its Q2 2026 investor letter, Giverny Capital **** et Management highlighted Alphabet Inc. (NASDAQ:GOOGL). Alphabet Inc. (NASDAQ:GOOGL), the parent company of Google, offers various platforms and services, including online search and advertising, cloud solutions, and artificial intelligence, and is a significant contributor to the Strategy's performance. On July 21, 2026, Alphabet Inc. (NASDAQ:GOOGL) closed at $347.15 per share, reflecting a market capitalization of $4.22 trillion. Alphabet Inc. (NASDAQ:GOOGL) posted a one-month return of 0.54%, while its shares gained 82.49% over the past 52 weeks.
Giverny Capital **** et Management stated the following regarding Alphabet Inc. (NASDAQ:GOOGL) in its Q2 2026 investor update:
"Our two largest positions are Alphabet Inc. (NASDAQ:GOOGL) and Arista, which I believe have strong positions in the emerging AI economy. Alphabet has a near monopoly in search, a robust cloud data center business, a leading computer chip used in AI data centers, a highly profitable **** et in YouTube and the premier autonomous driving platform in Waymo. It has built a tremendous collection of **** ets.
As for portfolio activity for the quarter, we trimmed Alphabet and Arista. We sold 17% of our position in Alphabet in April at about $380. Management subsequently sold $80 billion of stock in a secondary offering at $350 to raise money to fund more investment in data centers. I feel we did the responsible thing in trimming Alphabet as it got to nearly 12% of our portfolio. Arista and Alphabet remain our largest positions as of June 30. The valuations on both are high enough that future returns likely will be lower than we're used to, even if the businesses continue to grow."
#googl #management #Portfolio
1 month ago
Alphabet Inc. (NASDAQ:GOOGL) was among Jim Cramer's stock calls on Mad Money, as he advised investors to stick with the largest tech companies in the market. Cramer highlighted the company's position in the AI race, as he commented:
How about Google? Alright, now, they raised a ton of money recently and basically capped the terrific rally in their stock. In the old days, everyone loved Google because it was spewing cash. Now, it seems like it's trying to raise any amount of money that it can just to stay in the AI rat race with the other Magnificent Seven. But wait one minute. Sure, there's a race to get market share in what seems like an increasingly commoditized market with ChatGPT, Claude, Grok, Perplexity, Gemini. It's entirely possible that we only will have one winner in this whole game, and if that's the case, it's going to be Google because of Gemini.
Why? Because it's a default on Apple's installed base of 2.5 billion devices. If I were at Alphabet, all I'd be thinking about is how to make the best product for Apple, how to please them, how to come up with a better Siri. That was enough to wipe out all comers once before with Google search. Now, it could be the same with Gemini. Meanwhile, we no longer spend much time pondering the worth of YouTube and Waymo. Ridiculous. Do you know that YouTube may be the most profitable large-scale business ever invented? And all we care about is Google spending money in another place.
Photo by Kai Wenzel on Unsplash
Alphabet Inc. (NASDAQ:GOOGL) provides technology-related products and services, including search, advertising, cloud computing, AI tools, and digital content platforms such as YouTube and Google Play.
How about Google? Alright, now, they raised a ton of money recently and basically capped the terrific rally in their stock. In the old days, everyone loved Google because it was spewing cash. Now, it seems like it's trying to raise any amount of money that it can just to stay in the AI rat race with the other Magnificent Seven. But wait one minute. Sure, there's a race to get market share in what seems like an increasingly commoditized market with ChatGPT, Claude, Grok, Perplexity, Gemini. It's entirely possible that we only will have one winner in this whole game, and if that's the case, it's going to be Google because of Gemini.
Why? Because it's a default on Apple's installed base of 2.5 billion devices. If I were at Alphabet, all I'd be thinking about is how to make the best product for Apple, how to please them, how to come up with a better Siri. That was enough to wipe out all comers once before with Google search. Now, it could be the same with Gemini. Meanwhile, we no longer spend much time pondering the worth of YouTube and Waymo. Ridiculous. Do you know that YouTube may be the most profitable large-scale business ever invented? And all we care about is Google spending money in another place.
Photo by Kai Wenzel on Unsplash
Alphabet Inc. (NASDAQ:GOOGL) provides technology-related products and services, including search, advertising, cloud computing, AI tools, and digital content platforms such as YouTube and Google Play.
2 months ago
Alphabet Inc (NASDAQ:GOOGL) is one of billionaire David Abrams' top stock picks with upside potential. Alphabet shares have more than doubled in the past year, and ******* ysts see the stock rising more from the current level. Alphabet is a big favorite of elite investors, as the stock is backed by 265 hedge funds.
Pixabay/Public Domain
On July 2, the EU's top court upheld the $4.7 billion antitrust fine against Alphabet Inc (NASDAQ:GOOGL). The fine is linked to how Google handled Android licensing after regulators accused the company of abusing its market power. Alphabet had fought hard to overturn the fine but lost the battle.
While Alphabet has lost the fight against the EU's Android fine, the company's prospects remain bright. On June 30, Morgan Stanley raised its price target on Alphabet shares to $415 from $375 and kept an Overweight rating on the stock. The brokerage commented that Alphabet is one of the best-positioned AI companies around, noting the company's expanding AI compute capacity and surging demand for AI resources.
Alphabet Inc (NASDAQ:GOOGL) is a global technology conglomerate. It is the parent of Google, a leading provider of internet search, online advertising, and cloud computing services. Alphabet is involved in life sciences through Verily and provides robotaxi services through Waymo.
Pixabay/Public Domain
On July 2, the EU's top court upheld the $4.7 billion antitrust fine against Alphabet Inc (NASDAQ:GOOGL). The fine is linked to how Google handled Android licensing after regulators accused the company of abusing its market power. Alphabet had fought hard to overturn the fine but lost the battle.
While Alphabet has lost the fight against the EU's Android fine, the company's prospects remain bright. On June 30, Morgan Stanley raised its price target on Alphabet shares to $415 from $375 and kept an Overweight rating on the stock. The brokerage commented that Alphabet is one of the best-positioned AI companies around, noting the company's expanding AI compute capacity and surging demand for AI resources.
Alphabet Inc (NASDAQ:GOOGL) is a global technology conglomerate. It is the parent of Google, a leading provider of internet search, online advertising, and cloud computing services. Alphabet is involved in life sciences through Verily and provides robotaxi services through Waymo.
2 months ago
Lincoln Riley and the USC Trojans need to finally display dominance in the Big Ten, the best conference in college football. The talent gap between USC and other top teams in the Big Ten is not great. USC has the No. 1 recruiting class and made a huge improvement on the defensive staff with the hiring of Gary Patterson. This is the season for USC to match the standard the Oregon Ducks, Ohio State Buckeyes, and Indiana Hoosiers have set.
In a recent article, ******* yst Brad Crawford projects the national ******* le winner to be a Big Ten team for a fourth straight season. He also names three other Big Ten teams that should be in contention for a playoff berth this season:
"USC, Washington and Michigan shouldn't be ignored, either. It would not surprise me if at least two Big Ten teams reached the semifinals."
The Trojans have a younger team this season, but they brought in some of the best young freshmen in the country. Names like Mark Bowman and Luke Wafle can be key contributors early. Starting quarterback Jayden Maiava should take a step forward from a stellar season last year. The Trojans' run game will be elite with King Miller and Waymond Jordan, as will their passing game. Gary Patterson is leading a defense full of talent. The Trojans have all the resources necessary to make a College Football Berth.
This article originally appeared on Trojans Wire: Trojans predicted to contend for College Football Playoff spot in 2026
In a recent article, ******* yst Brad Crawford projects the national ******* le winner to be a Big Ten team for a fourth straight season. He also names three other Big Ten teams that should be in contention for a playoff berth this season:
"USC, Washington and Michigan shouldn't be ignored, either. It would not surprise me if at least two Big Ten teams reached the semifinals."
The Trojans have a younger team this season, but they brought in some of the best young freshmen in the country. Names like Mark Bowman and Luke Wafle can be key contributors early. Starting quarterback Jayden Maiava should take a step forward from a stellar season last year. The Trojans' run game will be elite with King Miller and Waymond Jordan, as will their passing game. Gary Patterson is leading a defense full of talent. The Trojans have all the resources necessary to make a College Football Berth.
This article originally appeared on Trojans Wire: Trojans predicted to contend for College Football Playoff spot in 2026
2 months ago
Alphabet Inc. (NASDAQ:GOOGL) is one of the Best AI and Technology Stocks to Buy Now. On June 23, Argus maintained a "Buy" rating and a price objective of $440 on the company's stock. Notably, the company reported healthy results with evidence that investments made towards compute infrastructure and generative AI are yielding results.
As per the ***** yst, while Alphabet Inc. (NASDAQ:GOOGL) was criticized due to its dependency on digital advertising, the rapid growth of Google Cloud and YouTube started to diversify its revenue. The firm remains optimistic about Alphabet Inc. (NASDAQ:GOOGL)'s underlying businesses and believes that the stock is attractively valued considering its growth runway.
In a different update, Bloomberg reported that Waymo plans to offer driverless robotaxis in Germany. This is the latest move to expand outside the US. The company registered a local entity in the name of Waymo Germany GmbH. This will provide ride-hailing services with autonomous vehicles as well as services that support the commercial offering of such services by third parties, added Bloomberg.
Alphabet Inc. (NASDAQ:GOOGL) is a holding company that operates Google services such as search engines, ad platforms, Internet browsers, devices, mapping software, app stores, video streaming, and more. The company also offers cloud infrastructure and platform services, collaboration tools, and other services for enterprise customers.
While we acknowledge the potential of GOOGL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
As per the ***** yst, while Alphabet Inc. (NASDAQ:GOOGL) was criticized due to its dependency on digital advertising, the rapid growth of Google Cloud and YouTube started to diversify its revenue. The firm remains optimistic about Alphabet Inc. (NASDAQ:GOOGL)'s underlying businesses and believes that the stock is attractively valued considering its growth runway.
In a different update, Bloomberg reported that Waymo plans to offer driverless robotaxis in Germany. This is the latest move to expand outside the US. The company registered a local entity in the name of Waymo Germany GmbH. This will provide ride-hailing services with autonomous vehicles as well as services that support the commercial offering of such services by third parties, added Bloomberg.
Alphabet Inc. (NASDAQ:GOOGL) is a holding company that operates Google services such as search engines, ad platforms, Internet browsers, devices, mapping software, app stores, video streaming, and more. The company also offers cloud infrastructure and platform services, collaboration tools, and other services for enterprise customers.
While we acknowledge the potential of GOOGL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
2 months ago
Shares of Google parent Alphabet (GOOGL) retreated again on Thursday, continuing a June swoon. While Google stock has gained 9% in 2026, shares have pulled back since mid-May amid investor worries over 2027 earnings estimates and a surge in capital spending, **** yst Ed Yardeni says in a report.
Google stock climbed after the company reported Q1 financial results on April 29, with strong revenue growth in cloud computing and internet search ads. That helped investors look beyond huge artificial intelligence data-center investments and focus on its "full stack" AI platform.
However, shares have pulled back since Google hit an intraday high of 408.61 on May 18. On the stock market today, Google stock fell more than 1% to 341.12. With the decline, Google stock fell further below its 50-day moving average, a key technical level.
In a report on Thursday, economist Ed Yardeni noted a "string of negative headlines that have weighed" on Google stock in recent weeks. "Investors haven't been happy about Alphabet's surprising plans to sell $80 billion of stock and convertible preferred, the company's boost to its already massive capital spending target for next year, the departure of a key executive in its artificial intelligence operation, and Waymo's recall of 3,900 self-driving cars."
Google's Q1 earnings popped 82% to $5.11 per share for the quarter ending March 31, including a $2.35 per share boost from equity investments. Alphabet owns a roughly 6% stake in Elon Musk's **** eX, which launched an initial public offering in early June, as well as shares in Anthropic and software maker Databricks.
Google stock climbed after the company reported Q1 financial results on April 29, with strong revenue growth in cloud computing and internet search ads. That helped investors look beyond huge artificial intelligence data-center investments and focus on its "full stack" AI platform.
However, shares have pulled back since Google hit an intraday high of 408.61 on May 18. On the stock market today, Google stock fell more than 1% to 341.12. With the decline, Google stock fell further below its 50-day moving average, a key technical level.
In a report on Thursday, economist Ed Yardeni noted a "string of negative headlines that have weighed" on Google stock in recent weeks. "Investors haven't been happy about Alphabet's surprising plans to sell $80 billion of stock and convertible preferred, the company's boost to its already massive capital spending target for next year, the departure of a key executive in its artificial intelligence operation, and Waymo's recall of 3,900 self-driving cars."
Google's Q1 earnings popped 82% to $5.11 per share for the quarter ending March 31, including a $2.35 per share boost from equity investments. Alphabet owns a roughly 6% stake in Elon Musk's **** eX, which launched an initial public offering in early June, as well as shares in Anthropic and software maker Databricks.
2 months ago
As summer rolls along, USC’s players still have a few more weeks off before the start of fall camp. Naturally, players are spending this time in different ways.
This past weekend, several members of the Trojans attended an MLB game between the New York Yankees and the Cincinnati Reds at Yankee Stadium in New York. Prior to the game, running back Waymond Jordan threw out the ceremonial first pitch.
Jordan is from Florida, attended community college in Kansas, and now plays for USC, so it remains to be seen what exactly the New York connection is. However, Yankees manager Aaron Boone notably did play baseball for the Trojans in the 1990s.
Last season, Jordan rushed for 576 yards and six touchdowns in USC’s first six games of the season. However, he suffered an ankle injury against Michigan that kept him out for the rest of the year. Now, he returns to the Trojans for 2026 looking to finish what he started.
While Jordan throwing out the first pitch at Yankee Stadium is cool, New York would have been better off inviting one of USC’s wide receivers. Perhaps then he could have taught Aaron Judge how to catch the ball.
This past weekend, several members of the Trojans attended an MLB game between the New York Yankees and the Cincinnati Reds at Yankee Stadium in New York. Prior to the game, running back Waymond Jordan threw out the ceremonial first pitch.
Jordan is from Florida, attended community college in Kansas, and now plays for USC, so it remains to be seen what exactly the New York connection is. However, Yankees manager Aaron Boone notably did play baseball for the Trojans in the 1990s.
Last season, Jordan rushed for 576 yards and six touchdowns in USC’s first six games of the season. However, he suffered an ankle injury against Michigan that kept him out for the rest of the year. Now, he returns to the Trojans for 2026 looking to finish what he started.
While Jordan throwing out the first pitch at Yankee Stadium is cool, New York would have been better off inviting one of USC’s wide receivers. Perhaps then he could have taught Aaron Judge how to catch the ball.
8 months ago
San Francisco blackout raises concerns about robotaxi reliability in a crisis
By Abhirup Roy
SAN FRANCISCO, Dec 27 (Reuters) - A widespread power outage in San Francisco that led to Waymo robotaxis stalling and snarling traffic earlier this month has raised concerns about the readiness of autonomous vehicle operators to tackle major emergencies like earthquakes and floods.
Driverless taxis from Alphabet unit Waymo, a ubiquitous feature on the city's streets, were stuck at intersections with their hazard lights turned on as traffic lights stopped working following a fire at a PG&E substat
By Abhirup Roy
SAN FRANCISCO, Dec 27 (Reuters) - A widespread power outage in San Francisco that led to Waymo robotaxis stalling and snarling traffic earlier this month has raised concerns about the readiness of autonomous vehicle operators to tackle major emergencies like earthquakes and floods.
Driverless taxis from Alphabet unit Waymo, a ubiquitous feature on the city's streets, were stuck at intersections with their hazard lights turned on as traffic lights stopped working following a fire at a PG&E substat
