Stocks

Berkshire Hathaway’s Q2 13F filing shows a sharp increase in its stake in Google parent Alphabet, lifting the holding to about $36.6 billion and making it the portfolio’s third-largest position behind Apple and American Express. Roughly 60% of the 48.1 million shares added came via a $10 billion private placement, with the rest bought in the open market. The filing also shows Berkshire trimmed Ally Financial by 7% and cut Capital One by 58%.

E-Land Apparel reported Q1FY26 revenue from operations of 7,560.14 lakh rupees, up 4% year on year, while total expenses rose 9% to 8,702.86 lakh rupees. Employee benefits costs jumped by more than 28%, contributing to a 76.2% widening in loss before tax to (892.91) lakh rupees and a higher net loss. Basic and diluted EPS were a loss of ₹1.86 versus a loss of ₹1.06 a year earlier. The company also appointed Sandhiya Balamurgan as an additional non-executive independent director for a five-year term.

AI company Anthropic said second-quarter revenue exceeded $11.5 billion, jumping from $787 million a year earlier and rising from $4.73 billion in the first quarter. The company also reported positive adjusted operating income for the quarter. Anthropic’s annualized revenue run rate surpassed $47 billion in May, compared with OpenAI’s run rate of more than $40 billion. The AI boom has also lifted the IPO market, with $256.4 billion raised through listings this year, excluding blank-check firms and other financial vehicles.

Anthropic told prospective investors its second-quarter revenue exceeded $11.5bn, up more than 14 times from a year earlier, and that it posted positive adjusted operating income. First-quarter revenue was $4.73bn, meaning the company more than doubled revenue in three months. It generated roughly $16.2bn in the first half of the year. The company’s annualised run rate is close to $47bn.

Bang Overseas reported Q1FY27 results showing standalone net profit down 94.5% year on year to ₹6.26 lakh, even as revenue rose 18.3% to ₹5,657.48 lakh, reflecting sharp margin pressure. Basic EPS fell to ₹0.05 from ₹0.85. On a consolidated basis, net profit declined 80% to ₹33.81 lakh.

Investors in AI company Anthropic expect the firm to seek a public-market valuation of $2 trillion, with an IPO possibly as soon as October. The company is expected to lift revenue to between $100 billion and $120 billion by the end of 2026. Cantor Fitzgerald director Ronan Reid said the business is growing at roughly 800% a year. He also said Anthropic is rumored to be spending $6 billion to acquire Israeli AI company Decart.

ServiceNow shares have rebounded more than 54% from a low of $81.24. In the second quarter, subscription revenue rose 23% year over year to $3.975 billion, while remaining performance obligations stood at $13.2 billion. The company reported a 98% renewal rate and said it had 658 customers with annual contract value above $5 million. It also reported 14 IT Operations Management deals above $1 million, and noted that 16 of its top 20 deals included security products, with 15 exceeding $1 million.

Nebius Group said its planned 300-megawatt AI data center in New Jersey will use Bloom Energy’s fuel-cell technology to address community hurdles and supply quiet, ultra-low-emission power. Bloom Energy shares rose 12.3% on the news, pushing the company’s market capitalization to $69.9 billion. The stock had fallen 31% in July.

Nvidia CEO Jensen Huang said AI computing power is becoming an “investable asset class,” and the company is working with major financial institutions including KKR to mobilize more than $500 billion of third-party capital for AI data centers and Nvidia hardware. Nvidia has a market capitalization of $5.4 trillion. The stock has gained 976.5% over the past five years, up 23.9% over the past 52 weeks and 20.7% year to date.

Nvidia filed a Form 13F with the U.S. Securities and Exchange Commission detailing a public equity portfolio valued at about $63.4 billion as of June 30, 2026, up from roughly $18.4 billion the prior quarter. Intel was the largest holding at 214.8 million shares worth around $30 billion, representing 44.23% of the portfolio and tied to a $5 billion investment announced in 2025 to collaborate on PC and data center chips. The company also reported a large new SpaceX position, and the overall portfolio appeared highly concentrated.