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Alphabet Just Unveiled Its Most Ambitious AI Lineup Yet
Author: Ryan Hasson. First Published: 5/26/2026.
Key Points
- At Google I/O 2026, Alphabet unveiled a suite of new AI models and features, including Gemini 3.5 Flash, Omni, and Antigravity 2.0, as it looks to sharpen its competitive edge.
- GOOGL is trading near $387, up 25% year-to-date, with a 54-analyst consensus Moderate Buy rating and a $412.65 price target.
- Analysts are watching for evidence that Google's new AI launches translate into accelerating Cloud revenue ahead of Q2 earnings in late July.
- Special Report: Elon Musk’s $1 Quadrillion AI IPO
The AI race is accelerating, and Google is certainly not standing still. At its annual Google I/O developer conference on May 19, Alphabet (NASDAQ: GOOGL) unveiled a wave of new AI models and products, signaling a company moving decisively to keep pace with OpenAI and Anthropic in one of the most competitive technology races in history.
The announcements came at a moment when Alphabet's AI momentum is already running hot, reinforcing why the company remains one of the most formidable players in the space.
What Google Announced
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Get the SpaceX infrastructure stock name and ticker hereThe centerpiece of the I/O keynote was Gemini 3.5 Flash, a faster and more cost-efficient addition to Google's flagship model family. Positioned as a cutting-edge but lightweight model, Gemini 3.5 Flash is designed to deliver strong performance at lower compute cost, a critical consideration for enterprise and developer adoption at scale. The release arrives as OpenAI's GPT-5.5 Instant has become ChatGPT's default model, and Anthropic continues to push the frontier with its Claude model family. Google's response is to compete on multiple fronts simultaneously, not just at the frontier but across speed, cost, and breadth of deployment.
Perhaps the most forward-looking announcement was Omni, a new world model designed to simulate physical environments and predict outcomes based on user actions. World models have long been studied inside Google DeepMind for robotics and simulation research. The ability to model how environments change over time in response to actions and context is a foundational capability for the next generation of AI systems that interact with the physical world. The unveiling of Omni signals that Google is investing in capabilities that go well beyond the current chatbot paradigm.
On the agentic front, Google introduced Gemini Spark, a new general-purpose AI agent embedded in the Gemini app. Spark is designed to reason across connected apps and take action on the user's behalf, helping navigate digital life with minimal input. It launches in beta for Google AI Ultra subscribers and trusted testers.
Google also unveiled Antigravity 2.0, a standalone desktop application that acts as a central hub for agent interaction, supporting parallel subagent execution, scheduled tasks, and ecosystem integrations across Android, AI Studio, and Firebase. Spark competes directly with Anthropic's Claude Cowork and OpenAI's ChatGPT agent. Still, Google carries one advantage neither rival can easily replicate: three billion active Android devices and native access to Gmail, Calendar, and Google's full app ecosystem.
The Competitive Context
The timing of Google I/O 2026 is significant. The AI model landscape has shifted rapidly. Anthropic's Mythos model reportedly discovered thousands of previously unknown software vulnerabilities, raising expectations for what frontier AI can do. OpenAI's GPT-5.5 is now the default in ChatGPT. In that environment, Google needed to demonstrate that it can compete on model capability, agent deployment, and developer tooling all at once. Tuesday's announcements made that case across each dimension, though some analysts noted that Gemini 3.5 Flash is positioned as an incremental rather than a breakthrough release relative to the current frontier. The Omni world model and Gemini Spark represent the more distinctive bets.
The Stock and Analyst Reaction
The market reaction following I/O has been measured. GOOGL is currently trading near $387, up nearly 25% year-to-date as it remains a strong outperformer and leader among its peers. The consensus among 54 analysts is Moderate Buy, with a consensus price target of $412.65 implying about 5% upside.
Following the I/O announcements, Wells Fargo reiterated its Overweight rating and raised its price target to $435. Needham maintained its Buy rating with a $450 target. Citizens JMP carries the Street-high target of $515.
The post-I/O analyst tone reflects a market that broadly believes in the Google AI story, but is watching carefully for evidence that the new model and agent launches translate into accelerating Cloud revenue and deeper enterprise adoption. With Q2 earnings due in late July, the next major data point is still months away.
The Bigger Picture
What Google announced at I/O 2026 is not a single product or a single model. It is a reinforcement of the company's core argument: that it is the only player with the silicon, models, cloud infrastructure, distribution, and consumer ecosystem to compete across every layer of the AI stack at once. Gemini 3.5 Flash, Omni, Gemini Spark, and Antigravity 2.0 collectively represent a company building for the agentic and physical AI era, not just the current moment. For long-term investors, that breadth is precisely the point.
Willing and Abel: Berkshire's New CEO Makes Huge Portfolio Changes in Q1
Author: Leo Miller. First Published: 5/18/2026.
Key Points
- Berkshire Hathaway's new CEO isn't making a quiet entrance when it comes to portfolio moves.
- Berkshire's Q1 13F filing revealed many large shifts in its portfolio, with a new leader at the helm.
- Alphabet and New York Times were winners, while Amazon and two payment giants lost their seats at the table.
- Special Report: Elon Musk’s $1 Quadrillion AI IPO
It only takes one look at Berkshire Hathaway’s (NYSE: BRK.B) latest 13F filing to know that someone new is in charge. Warren Buffett retired as CEO at the end of 2025, and Greg Abel succeeded him. Saying that Abel overhauled Berkshire’s portfolio in Q1 2026 may be an understatement.
In reality, “consolidated” may be a better description. In Q1, Berkshire completely sold out of more than 15 positions and added only a few new ones. Overall, the number of total holdings fell from 42 to 29, creating a significantly more focused portfolio. These are the biggest moves from Berkshire Hathaway's Q1 2026 13F filing.
Behemoths Go to Zero: Berkshire Exits Several Mega-Caps
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When the SpaceX IPO launches, most retail investors will be locked out. The banks, funds, and insiders get in early - while everyone else waits on the sidelines.
But one small infrastructure supplier - a critical piece Musk can't scale the Colossus network without - is still trading well under institutional radar. A new briefing reveals the name and ticker at no cost.
Get the SpaceX infrastructure stock name and ticker hereNotably, the world’s two largest players in the payments industry lost their spots in Berkshire’s portfolio. Visa (NYSE: V) and Mastercard (NYSE: MA), each of which Berkshire previously had more than $2 billion positions in, saw their shares held fall to zero. This comes at a time when fears about how agentic AI commerce could affect traditional payment platforms have hurt both stocks.
Still, it is difficult to say that Berkshire decided to sell Visa and Mastercard for that reason, given Berkshire’s very limited exposure to the AI investment theme. Pushing back further on that idea is the fact that the position in American Express (NYSE: AXP) remains unchanged.
UnitedHealth Group (NYSE: UNH), the world’s largest health insurance company, also went to zero. This is somewhat odd, as Berkshire made headlines by investing in the company just three quarters ago. It is entirely possible that Berkshire exited this position at a loss, with UNH shares down 11% from the end of Q2 2025 to the end of Q1 2026. Given the quick sale, it is interesting to consider whether Abel disagreed with the original investment.
The other most notable sale was clear: Amazon.com (NASDAQ: AMZN). This appears to be an extension of what happened in the previous quarter, as Berkshire likely sees another Magnificent Seven firm as better positioned in the AI race. In Q4 2025, Berkshire drastically reduced its Amazon position by 77% while maintaining its large position in Alphabet (NASDAQ: GOOGL). This quarter, Berkshire’s Amazon position disappeared, and Alphabet got much, much bigger.
Other notable exits included Domino’s Pizza (NASDAQ: DPZ), Pool (NASDAQ: POOL), and Charter Communications (NASDAQ: CHTR). Additionally, Berkshire cut its stake in Mexican beer maker Constellation Brands (NYSE: STZ) by 95%.
Berkshire Doubles Down on Alphabet, New York Times
The shift in Berkshire's Alphabet position is the biggest story from a buying standpoint. Notably, Berkshire increased its position in Alphabet’s Class A shares (ticker symbol GOOGL) by 204%. Along with appreciation, this lifted the value of the position from around $5.6 billion at the end of Q4 to $15.6 billion at the end of Q1. Berkshire also didn’t stop there, buying $1.03 billion worth of Alphabet’s Class C shares (ticker symbol GOOG).
Over the recent past, it appears to have come to the conclusion that Alphabet is the best-positioned public AI hyperscaler. In the past six months, Alphabet has been outperforming the rest of the top hyperscalers by a wide margin when it comes to returns.
The stock is up over 40%, with Amazon’s gain of less than 15% a distant second. Overall, Berkshire’s position in Alphabet was approximately $16.6 billion at the end of Q1, making it its seventh-largest holding.
However, Alphabet wasn’t the only huge buy. Berkshire also massively increased its stake in the New York Times (NYSE: NYT). Its shares held increased by 199%, and the value of the position rose from $351 million to $1.27 billion. It’s uncertain whether a Q1 event significantly increased Berkshire’s conviction in NYT, or if it simply needed to redeploy capital from sold positions. Either way, Berkshire got rewarded for this move after NYT’s latest earnings report. The company posted results that were genuinely strong, leading shares to soar more than 8% in response.
Delta and Macy’s Enter the Fold
In terms of new holdings, Berkshire initiated positions in Delta Air Lines (NYSE: DAL) and Macy's (NYSE: M). Its DAL position is moderately large, worth $2.65 billion. Meanwhile, Macy’s is its third-smallest holding at $55 million.
Notably, Delta shares fell as much as 16% in Q1. This came weeks after the beginning of the conflict in Iran. Jet fuel prices more than doubled, putting significant pressure on Delta shares. It is likely that Berkshire saw this as an opportunity to take advantage of that shock.
Meanwhile, Macy’s fell as much as 23% in Q1. Compared with its all-time high market cap of nearly $24.5 billion in 2015, the retailer has lost around 80% of its value.
However, the company’s last earnings report was solid, beating on sales and adjusted earnings per share, while also issuing better-than-expected 2026 sales guidance.
Abel’s Tenure Kicks off With Fireworks
Overall, Q1 2026 was Berkshire’s most notable 13F filing in quite some time, and Greg Abel made his presence felt. It will be interesting to see whether Q1 marks a reset of Berkshire’s portfolio, with future changes going back to being relatively minimal. On the other hand, it could be that Abel is just getting started, and more large changes will follow.
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