Alphabet Stock News

After a two-week blackout, YouTube TV and Disney announced Friday that they have reached a deal.

An agreement to bring Disney programming back to YouTube TV subscribers after a two-week blackout shows how the center of gravity has shifted from linear television to streaming.

Alphabet (GOOG) is reaffirmed as a Buy, with a price target raised to $332, driven by robust AI and cloud growth. Alphabet's $40B Texas data center investment highlights management's commitment to AI/cloud dominance and operational efficiency, despite AI bubble concerns. Google Cloud continues to deliver +30% growth and expanding margins, with market share rising to 13% and strong free cash flow.

Bill Ackman only buys shares in businesses that he believes are high quality but undervalued. His hedge fund, Pershing Square, owns shares in only a handful of companies.

Google's YouTube and Walt Disney have struck a deal to restore the media giant's networks to YouTube TV, ending a two-week blackout that left millions of US viewers without access to key programming, including Election Day coverage and “Monday Night Football.

There was a notable surprise in Berkshire Hathaway's end-of-Q3 equity portfolio snapshot.

Nebius Group is filling a niche in the AI infrastructure build-out. Alphabet is one of the biggest tech companies in the world.

As Warren Buffett advises, "never invest in a business you cannot understand." Consistently profitable companies are also much easier to stick with in the long run simply because they're less volatile than unprofitable ones.