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Buffett Bets $10B on Google AI

Wednesday, June 3, 2026

Today's Trade Leaks

1
GOOGL

Berkshire Bets $10B on Google's AI Leap

Berkshire Hathaway just poured $10B into Google's AI push. Alphabet's raising $80B total for massive AI infrastructure. Data centers, computing power—big plans. Stocks dipped, but what's Buffett seeing that the market isn't?
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2
INTC

Intel Tanks 6% as Nvidia Unveils Game-Changing Superchip

Intel's up 192% this year. Today, it drops 6%. Why? Nvidia's new RTX Spark superchip. A game-changer. It’s set to replace Intel’s x86 in PCs. Intel's dominance is under siege. Microsoft, Dell, HP—they're all in. Will Intel fight back or fade away?
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3
PANW

PANW Soars as NATO Picks Them Days Before Earnings

PANW stock rockets as NATO taps them for cybersecurity. Days before earnings. This isn't a vendor gig—it's a strategic alliance. AI security meets government defense. Shares already doubled this year. But with earnings on the horizon, is it time to buy?
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