Warren Buffett's Berkshire Hathaway bought stock in Google-parent Alphabet during the third quarter.Warren Buffett's Berkshire Hathaway (BRK.A 1.29%) (BRK.B 1.17%) had about $267 billion invested across 41 U.S. stocks as of the third quarter. Those totals changed very little from the previous quarter, but Buffett (and his fellow investment managers) made some trades worth exploring:Berkshire sold 41.7 million shares of Apple (AAPL +0.34%). it remains the largest holding at 21% of the portfolio, but Buffett ...

While Nvidia (NVDA) stock is still outperforming the S&P 500 Index ($SPX) this year, it has lost over 17% from its recent highs. NVDA has been the flagbearer of the artificial intelligence (AI) trade and delivered stellar returns in 2023 and 2024, which helped it become the first-ever company to command a $5 trillion market cap. However, we have seen a realignment of sorts among AI stocks over the last three months. For instance, Apple (AAPL) and Alphabet (GOOG) (GOOGL), which were perceived to be AI lag ...

文章核心观点 - 文章认为投资者无需大量资金即可开始投资，并以1000美元为例，推荐了三只面向2026年及未来的科技股 [1] 英伟达 (Nvidia) - 公司是参与当前人工智能基础设施热潮的优选标的，其图形处理器因超快处理速度已成为驱动AI工作负载的主要芯片 [3] - 公司的CUDA软件平台构筑了宽阔的护城河，大多数基础AI代码均基于其平台编写并为其芯片优化，这帮助其在GPU数据中心领域占据了超过90%的市场份额 [3] - 随着AI基础设施支出持续增加，公司有望继续从GPU销售增长中获益，其上季度营收飙升62%，过去两年增长超过三倍 [4] - 公司近期获得美国政府批准开始向中国销售某些芯片，这增加了另一个潜在的增长动力 [4] 谷歌母公司Alphabet - 公司正奠定基础，有望成为AI领域的最大赢家之一，拥有最完整的AI技术栈，包括世界级的Gemini大语言模型和备受推崇的自研AI芯片张量处理单元 [5] - 控制整个AI技术栈使公司具有结构性成本优势，并能获取更多AI收入流，进而整合到其整个业务中，形成一个强大的良性循环 [5] - 其云计算业务上季度营收增长34%，部门营业利润飙升85%，同时谷歌搜索营收因AI概览、AI模式、Lens和圈选搜索等新AI功能而开始加速增长 [6] - 公司通过拥有Chrome浏览器、Android智能手机操作系统以及与苹果的搜索收入分成协议，成为大多数手机和电脑的默认搜索引擎，在AI聊天和搜索融合为发现工具的趋势中具有巨大优势 [6] 总结与展望 - 英伟达仍是AI基础设施领域的领导者 [7] - Alphabet是未来AI领域定位最佳的公司之一 [7]

Alphabet's stock has had a landmark year, and here's why it remains a buy.While the market is on pace for a strong 2025, most of the stocks in the "Magnificent Seven" merely had good, not fantastic, years. But one Magnificent Seven stock clearly took the crown in 2025: Google parent Alphabet (GOOG 1.03%) (GOOGL 1.03%). As you can see, Alphabet's 64% return trounced the rest of the Magnificent Seven, beating 2025's second-best performer, Nvidia (NVDA 3.30%), by a whopping 33 percentage points and most of the ...

The AI computing market looks strong heading into 2026.Stocks listed on the Nasdaq exchange tend to be some of the fastest-growing and most tech-focused stocks on the market. Of the top 10 largest U.S. stocks by market cap, only one of them is listed on the New York Stock Exchange: Berkshire Hathaway (BRK.A +0.85%) (BRK.B +0.74%). The rest are non-U.S. stocks or are members of the Nasdaq exchange, making it a great place to look for promising investments.I've got four that look like excellent stocks to buy ...

Alphabet's stock has been on fire in the second half of the year.Few stocks have had as good a second half of 2025 as Alphabet (GOOG 1.01%) (GOOGL 1.03%). Alphabet has received almost all positive headlines in the second half of 2025, and this has led to incredible performance. The stock has risen over 80% since July 1, and there appears to be no signs of its slowing down. I think investors should look to Alphabet as the company that can lead the stock market higher in 2026, as it has several growth paths t ...

The vaunted AI company may have a more challenging year in 2026.Nvidia (NVDA 3.30%) has made history in recent years by making the go-to product for training and running high-performance artificial intelligence (AI) applications. Its graphics processing units (GPUs) helped make Nvidia the biggest publicly traded company in the world, briefly achieving a market capitalization of more than $5 trillion.Becoming No. 1 was great for the company and its shareholders. But it may be tougher in 2026 for Nvidia to ma ...

The once tech-adverse investor has indirectly put a substantial amount of capital into the technology of the moment.The leader of Berkshire Hathaway, Warren Buffett, was a tech stock holdout for decades. Nothing lasts forever, though, and largely thanks to his lieutenants Ted Wechsler and Todd Combs, Berkshire is now a major institutional investor in such equities. As such, it's also indirectly at the front of the artificial intelligence (AI) revolution. In fact, nearly one-quarter of Berkshire's equity por ...

The "As" have it. Buffett's top AI stocks -- Alphabet, Amazon, and Apple -- should deliver solid gains next year.Warren Buffett and artificial intelligence (AI) go together like... Well, they don't go together. The legendary investor has readily admitted in the past that he doesn't understand AI. However, Buffett's Berkshire Hathaway (BRK.A +0.92%) (BRK.B +0.74%) portfolio includes three top AI stocks. And they could all be big winners in 2026. 1. AlphabetIn 2017, Buffett told CNBC that he regretted not buy ...

评级与目标价变动 - 投行Benchmark将博通股票评级上调至“买入” [1] - 新设定的目标价为每股485美元 较先前目标价385美元大幅上调 [1] - 评级发布时 公司股价为406.96美元 新目标价隐含约19.2%的上涨空间 [1] 公司近期股价与市场表现 - 公司股价在财报发布后下跌 当前价格为406.96美元 当日下跌1.46%或6.01美元 [4] - 当日交易区间在394.19美元至408.53美元之间 [4] - 过去52周 股价最高触及414.61美元 最低为138.10美元 [4] 公司市值与交易数据 - 公司当前市值约为1.91万亿美元 [5] - 在纳斯达克交易所的成交量为2664万股 [5] 行业动态与竞争格局 - 半导体行业目前呈现分化趋势 英伟达处于盘整阶段 英特尔在回调中寻获支撑 AMD在AI领域指引谨慎的情况下趋于稳定 [2] - 行业分析指出 逢低买入可能是有利的策略 [2] - 博通对谷歌张量处理单元在AI芯片市场的主导潜力持谨慎态度 [3] - 尽管是谷歌的关键合作伙伴 但公司对谷歌AI芯片成为主导力量的前景有所保留 [3] - 公司正面临来自英伟达等公司日益激烈的竞争 [3]