WS #13679
Berkshire Hathaway Q2 operating profit +16% to $12.98B, net income $25.67B, bought $10B Alphabet stake and accelerated buybacks, signaling bullish for GOOGL and BRK.B. Apple officially integrates Alibaba's Qwen AI into Apple Intelligence on Macs in China, boosting Apple's AI competitiveness in China and benefiting BABA. Nvidia is testing Rubin Ultra GPU designs with lower HBM capacity due to supply constraints, potentially impacting performance and margins, bearish for NVDA.
Berkshire Hathaway Q2 Earnings and Alphabet Stake
Berkshire Hathaway Q2 operating profit +16% to $12.98B, net income $25.67B, bought $10B Alphabet stake and accelerated buybacks, signaling bullish for GOOGL and BRK.B.
Apple officially integrates Alibaba's Qwen AI into Apple Intelligence on Macs in China, boosting Apple's AI competitiveness in China and benefiting BABA.
Nvidia is testing Rubin Ultra GPU designs with lower HBM capacity due to supply constraints, potentially impacting performance and margins, bearish for NVDA.