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Berkshire Hathaway submitted its 13F holdings report for the second quarter of 2026 to the U.S. SEC. The data shows that in the second quarter after Warren Buffett stepped down, the company's investment portfolio underwent significant adjustments, with a large purchase of Google’s parent company Alphabet, while reducing positions in the financial and consumer sectors.As of June 30, 2026, the total market value of Berkshire's stock holdings rose to $29.9 billion, up from $26.3 billion in the previous quarter. In the second quarter, the company added one new position, increased holdings in seven stocks, reduced holdings in six stocks, and completely sold out of one target, with the top ten holdings accounting for as much as 88.74%.Among them, Alphabet became the biggest highlight. In the second quarter, Berkshire cumulatively increased its holdings of Alphabet Class A and Class C shares by approximately 48.1 million shares, with the new holdings valued at over $17 billion, pushing Google to replace Bank of America as Berkshire's fourth-largest holding. Currently, its top five holdings are Apple, American Express, Coca-Cola, Alphabet, and Bank of America. In addition to Google, Berkshire also slightly increased its holdings in Delta Air Lines, Lennar, and Macy's. The increase in Delta Air Lines has attracted attention, as the market believes this move may reflect the company's optimism about the recovery of air travel demand and improvement in corporate operations.On the reduction side, Berkshire focused on cutting positions in the financial and consumer sectors in the second quarter. Among them, Bank of America saw a reduction of about 30.2 million shares, with the holding ratio decreasing by 5.89%, corresponding to a market value of about $1.72 billion, making it the largest reduction target; First Capital Financial reduced about 4.2 million shares, with the holding ratio decreasing by about 58%; at the same time, it reduced about 11 million shares of Kroger, with the holding size decreasing by about 22%.The market believes that Berkshire ended a streak of 14 consecutive quarters of net stock selling in the second quarter and net bought nearly $20 billion in stocks, indicating that the new leader Greg Abel is pushing the portfolio towards a technology growth direction, marking a shift in asset allocation in the "post-Buffett era."

Tiger Global Fund made significant adjustments in the second quarter, reducing its holdings in Broadcom by 51.1% to 1.8 million shares, Google A by 45.4% to 5.8 million Class A shares, TSMC by 12.3% to 4.9 million ADS, Microsoft by 9.3% to 2.3 million shares, Meta Platforms by 8.5% to 2.8 million Class A shares, NVIDIA by 6.8% to 11.2 million shares, and JD.com by 41.5% to 201,500 ADS.Increased holdings in Intel to 4.3 million shares, established new positions in AMD with 674,000 shares and SpaceX with 375,000 shares, and completely exited Netflix.

Google has released the new generation AI model Gemini 3.7 Flash, enhancing code generation and debugging capabilities, but the flagship model Gemini 3.5 Pro still has no exact release schedule.Gemini 3.7 Flash can generate code that is closer to production environments, reducing inference costs, and supports the AI assistant Gemini Spark.Nevertheless, concerns about Google's competitiveness in AI remain, as the continuous delays of Gemini 3.5 Pro have attracted attention.

Leaker blogger leo claims that Google will launch Gemini 3.7 Flash as early as today. The API price may drop to $0.75 per million tokens for input and $3.75 for output. Currently, the standard prices for Gemini 3.6 Flash are $1.50 and $7.50, respectively. If the new prices are accurate, it would mean a direct cut in half.Gemini 3.7 Flash did not come out of nowhere. Google's official Python GenAI SDK had previously included gemini-3.7-flash, but then renamed the related PR to "internal" and closed it. The community has long speculated that the new model is nearing release.Even more concerning is Gemini 3.5 Pro. SemiAnalysis reported last week that Google has internally canceled this flagship model, with the team shifting focus to the larger-scale Gemini 4. leo also stated that he heard the same news.

FlashRescue co-founder @DarcyAri posted on the X platform that the Hyperliquid-related Google paid advertising phishing incident has resulted in approximately $550,000 in financial losses.The addresses related to the attackers have been disclosed, and users need to be vigilant about the phishing risks associated with Google paid advertisements and pay attention to protecting their asset security.

According to sources, Google co-founder Sergey Brin has urged employees in recent months to focus on bringing the Gemini model back to the forefront of artificial intelligence.

The monthly active users of the Google Gemini app have exceeded 1 billion, making it the fastest-growing product in Google's history.

Google announces the addition of artificial intelligence and agent features to Google Ads and Google Analytics.

Citrini analyst Jukan shared content on platform X stating that industry insiders reported that Google DeepMind co-founder Demis Hassabis had previously planned to leave simultaneously with another co-founder, David Silver. However, Google management was concerned that this news could trigger a significant drop in stock prices, so they hoped to delay his departure. Reports indicate that after Google announced related adjustments, the company's stock did indeed decline. Ultimately, Hassabis was persuaded to take on the role of chairman of DeepMind to help facilitate a smooth transition and create space for a more appropriate departure from Google in the future.It is reported that as David Silver shifts to founding Ineffable Intelligence and John Jumper joins Anthropic, the core AI research and development force at DeepMind is undergoing changes. Some insiders believe that the center of gravity for AI model development at Google has now shifted more towards the Bay Area, leading to a decline in the importance of DeepMind. Internally, Google is focusing on the large language model Gemini to catch up with OpenAI and Anthropic. Hassabis's adjustment reflects a long-standing strategic contradiction within Google: researchers are more focused on long-term scientific breakthroughs, while the commercial team is more concerned with AI products that can be quickly commercialized to drive revenue and stock price growth. Market predictions suggest that Hassabis may leave Google within a year and could potentially start a new venture.

Bitcoin News posted on the X platform that a Trezor user claimed their life savings were stolen after clicking on a Google sponsored search result impersonating Trezor. The phishing page was hosted on Google Sites and allegedly tricked victims into entering their wallet recovery seed.Trezor stated that it is upgrading its response to the report, working to remove the website, and reminding users to never enter their wallet backups or recovery phrases on any website or online form. Google sponsored phishing ads remain a persistent attack vector faced by cryptocurrency users.

Google's parent company Alphabet's massive bond issuance attracted about $115 billion in subscription demand.

According to TechCrunch, AI research startup Mirendil has reached a multi-year partnership agreement with Google Cloud to gain large-scale computing resources to support its "self-improving AI" development.Mirendil co-founder and CEO Benham Neyshabur revealed that the total value of the agreement exceeds $100 million, which is about half of the $1 billion valuation seed round financing amount completed by the company at the end of June.Under the agreement, Mirendil will receive TPU and NVIDIA GPU computing resources provided by Google Cloud, as well as managed AI training clusters, to develop AI systems capable of continuously optimizing their own capabilities.It is reported that Mirendil is dedicated to developing "recursive self-improving" AI, which means AI systems can enhance their performance through continuous iteration, self-learning, and optimization. This direction is also a research area of interest for some of the top AI laboratories currently.

U.S. Treasury bonds faced pressure in the New York morning session. Google announced the launch of a 10-part bond issuance, dragging down the long end of the yield curve and pushing the 2s10s and 5s30s spreads to intraday highs. On the short end, reports indicated that if inflation data released in the coming weeks is hotter than expected, Federal Reserve Chairman Kevin Walsh "will be prepared to raise rates at the September meeting."Following the report, short-term U.S. Treasury yields rose. U.S. Treasury yields increased across the board by 3 to 4 basis points, with long-term bonds leading the decline, and the 2s10s and 5s30s spreads steepening by about 1 basis point to their widest intraday levels. The yield on the 10-year U.S. Treasury rose to about 4.65%, up 3.5 basis points on the day.Google's bond issuance covers multiple maturities, with the shortest being 2 years and the longest being 40 years. The interest rate market is currently pricing in about 15 basis points of rate hike expectations for September, with cumulative rate hike expectations of about 33 basis points by the end of the year.

According to Bloomberg, Google's parent company Alphabet (GOOG) seeks to raise up to $25 billion through a bond issuance.

According to Jinshi reports, Google's chief scientist has left after 27 years in office and plans to start his own artificial intelligence company.

According to an exclusive report by Business Insider, Google is in negotiations with San Francisco AI programming agency startup Mechanize for a potential deal involving the acquisition of some of its talent at a valuation exceeding $1.5 billion, while also discussing a non-exclusive technology licensing agreement. The acquired talent will be responsible for model evaluation and development. The details of the deal are still in progress and may change.Mechanize was founded last year with the long-term goal of "automating all valuable work," currently focusing on the software engineering field. The company has previously completed $9.1 million in funding, with a valuation of $500 million, and investors include former GitHub CEO Nat Friedman and Stripe CEO Patrick Collison, among others. CEO Tamay Besiroglu co-founded Epoch AI. Reports indicate that Google is facing competitive pressure in the AI programming field from OpenAI's Codex and Anthropic's Claude Code, and Mechanize's technology could help enhance model programming performance. Neither Google nor Mechanize has responded to requests for comment.

SK Hynix announced at the FMS 2026 conference the joint release of the first High Bandwidth Flash (HBF) standard specification with Sandisk, just about 6 months after the establishment of their alliance in February this year. The standard is publicly available through OCP and covers key specifications such as capacity (up to 512GB), bandwidth (divided into three levels, with a maximum of approximately 3.0TB/s), and the use of the UCIe interconnect interface. Google and Tenstorrent have confirmed their participation in the HBF alliance.The HBF technology is positioned as a new storage tier between HBM and SSD, combining HBM-level high-speed transmission with NAND's large capacity expansion capabilities. SK Hynix publicly showcased the 10th generation (V10) 375-layer 4D NAND wafers and products for the first time during the exhibition, achieving a 2.5 times improvement in energy efficiency compared to the previous generation, with mass production expected early next year. During the conference presentation, SK Hynix executives proposed using a "Tiered Memory" architecture to address the data processing challenges of the AI inference era.

According to Jinshi, the Trump administration plans to invite employees from several tech companies, including OpenAI, Google, and Anthropic, to the White House on Tuesday to jointly review the completed artificial intelligence regulatory framework.The framework will establish a voluntary program for AI labs, requiring them to submit models for government review before release. The meeting will be hosted by the Office of the National Cyber Director and is expected to include employee-level representatives from various companies, rather than executives.

According to Jinshi reports, Google's Deepmind has launched the Gemini Robotics ER 2 model.