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Editor’s Note: Our colleague — tech investing legend Jeff Brown — just brought an urgent briefing back online, and he says the window to act closes Wednesday, August 26. Details below…
Dear Reader,
You have until this Wednesday…
To buy shares of an under-$1 company…
That could soon become a major Elon Musk supplier.
Click here now to discover all the details of the company.
I just hosted an urgent strategy session…
And my guest revealed that August 26 is the date…
When he believes this tiny company will announce a supply deal with Musk.
This stock is trading at under $1…
So the upside could be enormous.
Last time Musk announced a deal with a small company in this sector…
The stock soared almost five times in a single trading session.
Please, don't miss out this time.
I just brought the strategy session back online.
I want to make sure you have a shot…
At what I believe could be the biggest Musk opportunity…
Of my more than 25-year career.
But there's really no time to waste here.
Click here to watch the urgent strategy session.
Regards,
Jeff Brown
Founder & CEO, Brownstone Research
Berkshire Just Made a Huge Alphabet Bet—Should You Follow?
Reported by Ryan Hasson. Published: 8/18/2026.
Key Points
- Berkshire Hathaway's second-quarter 13F filing revealed an 83% increase in its Alphabet stake, a purchase Warren Buffett said he personally initiated.
- Alphabet's search revenue grew 17% and Google Cloud's backlog topped half a trillion dollars, easing fears that AI would erode its core business.
- Despite a strong rally, Alphabet trades at a forward earnings multiple of about 17, and analysts maintain a Buy consensus with meaningful upside potential.
- Special Report: SpaceX is offering you shares. Don't take them.
When Berkshire Hathaway (NYSE: BRK.B) reveals a major new bet, the market usually listens. And when the firm's latest 13F filing arrived after the close on Aug. 14, one position towered over the rest: Alphabet (NASDAQ: GOOGL).
Berkshire increased its stake in Google's parent by 83% during the second quarter, adding roughly 48 million shares in a buying spree worth about $17 billion. That pushed Alphabet into the upper ranks of Berkshire's portfolio and raised an obvious question for investors: If Berkshire is aggressively accumulating, is it time to follow?
The Details Behind the Buy
CODE RED: AI Meltdown Imminent? (Ad)
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to trigger the next crash. The research firm Bernstein Research said this AI company has the power to crash the global economy for a decade, the CEO just issued a CODE RED in an internal memo warning employees they're dealing with a critical situation, and another company executive even implied they might need a government bailout. The last time I saw something like this was in 2008 when I predicted a stock market meltdown just three weeks before Lehman went under.
See the five simple steps to prepare before it's too lateThe scale of the latest purchase is what stands out. Berkshire now holds close to 106 million Alphabet shares worth roughly $37 billion, ranking the tech giant among its largest equity positions and ahead of the decades-old Coca-Cola (NYSE: KO) stake.
Around 60% of the new position, or roughly $10 billion, came directly from Alphabet through a private placement tied to the capital raise the company announced in early June. The rest, about $7 billion, was bought on the open market.
There is an important detail worth clarifying for readers. Warren Buffett, arguably the most successful investor of all time, stepped down as Berkshire's CEO at the start of 2026, handing the reins to Greg Abel, who now oversees the equity portfolio.
Yet this particular purchase carried Buffett's personal fingerprints. "I initiated it," he told CNBC, confirming that the Alphabet position was his own conviction call, made in his continuing advisory role, rather than Abel's alone. For a legendary investor who had spent years lamenting that he had passed on Google, it marked a striking change of heart and helped push Berkshire to become a net buyer of stocks for the first time in 14 quarters.
Why the Thesis Holds
Although Alphabet is an innovation and technology giant, the overall logic fits a familiar Buffett and Berkshire template. GOOGL is a dominant, cash-rich company available at a sensible price and valuation. The concern that generative AI would hollow out Google's search empire has not materialized in the numbers. Search revenue climbed 17% last quarter, and user query volumes reached fresh records, suggesting that AI is broadening the business rather than cannibalizing it.
At the same time, the divisions Wall Street spent years discounting have come alive. Google Cloud is now growing at a remarkable pace, with profitability expanding sharply as its contracted backlog pushes past the half-trillion-dollar mark. With trailing net income of $132 billion and net margins near 55%, this looks far more like the traditional durable compounder Buffett favors than a speculative technology wager.
Valuation and Technical Positioning
Even after a strong year, Alphabet trades at a forward earnings multiple of roughly 17, cheaper than the broader market and virtually every mega-cap rival. For a company compounding cloud revenue this quickly while still owning search, that gap between quality and price is exactly what value investors hunt for.
Wall Street is aligned, with a Buy consensus from 54 analysts and an average target of $419.86, indicating 22% upside potential.
On the chart, GOOGL closed Monday at $344, up about 10% year to date and almost 70% over the prior year. Despite pulling back more than 15% from its 52-week and all-time high set in May, the overall setup and structure remain constructive.
The stock remains in a higher-timeframe uptrend, well above its 200-day simple moving average near $330. Its recent higher low near $320 will be the all-important line in the sand that investors watch on the downside going forward. For further upside momentum to continue in the short term, the bulls will want to see the stock break back above its 20-day simple moving average near $350, with $380 thereafter serving as a major potential breakout level across multiple higher time frames.
Should You Be Buying Too?
It’s easy for investors to get carried away when a Berkshire filing hits, but it's important to remember that 13F filings look in the rearview mirror. They disclose what Berkshire owned as of the end of June, not what it is doing now, and Alphabet has climbed meaningfully since much of that accumulation. Mirroring any institution's trade months after the fact is never a sound plan on its own.
Still, the investment case stands regardless of whose name is attached to it. Alphabet combines a commanding core business, a fast-growing cloud arm, deep reserves of untapped optionality and an undemanding valuation. Berkshire's buying does not make the stock a buy on its own, but it is a notable endorsement of a thesis that was already convincing before the filing landed.
3 Energy Stocks Raising Dividends as the Sector Surges
Reported by Leo Miller. Published: 8/20/2026.
Key Points
- The energy sector has led all S&P 500 sectors in 2026 with a total return above 40%, fueled by surging oil prices.
- BP, Excelerate Energy, and Occidental Petroleum recently raised their dividends while maintaining strong yields and sustainable payout ratios based on cash flow.
- Occidental Petroleum, a top Berkshire Hathaway holding, boosted its dividend about 8% after generating roughly $3 billion in free cash flow and cutting debt in Q2.
- Special Report: SpaceX is offering you shares. Don't take them.
Energy is the best-performing sector in 2026, and it’s not even close. The S&P 500 energy sector has delivered a total return of more than 40% in 2026. Meanwhile, the next-best-performing sector, technology, has generated a return of less than 30%. Large increases in energy commodity prices have benefited the sector, with West Texas Intermediate oil futures up more than 40% in 2026.
While energy’s price performance may not always remain this strong, many companies in the sector offer solid dividend yields, making them appealing to income-focused investors.
CODE RED: AI Meltdown Imminent? (Ad)
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to trigger the next crash. The research firm Bernstein Research said this AI company has the power to crash the global economy for a decade, the CEO just issued a CODE RED in an internal memo warning employees they're dealing with a critical situation, and another company executive even implied they might need a government bailout. The last time I saw something like this was in 2008 when I predicted a stock market meltdown just three weeks before Lehman went under.
See the five simple steps to prepare before it's too lateThe energy sector has also recently seen a wave of dividend increases, ranging from some of the biggest leaders in refining to companies operating in lesser-known market niches.
These three companies have boosted their payouts while offering meaningful yields, solid dividend sustainability, and strong performance in 2026.
BP Boasts a Yield Above 4% as Profits Rise 78%
First up is one of the world’s best-known energy companies, BP (NYSE: BP). With a market capitalization of around $110 billion, BP is one of the 15 most valuable firms in the worldwide oil, gas, and consumable fuels industry. The stock has performed well in 2026, generating a return of nearly 30%. Soaring oil prices have helped the company’s profits balloon.
“Underlying profit” is the key performance metric BP references. It adjusts for fluctuations in the value of oil inventories and rose strongly by 78% year over year (YOY) in the second quarter. This came even as refining throughput declined 4% from the first quarter because of planned facility maintenance.
BP also announced a 4% increase to its quarterly dividend. While this boost is moderate, it adds to BP’s already strong dividend yield, which sits near 4.6% on a forward basis. This figure significantly exceeds the dividend yields of several U.S. oil giants, such as Chevron (NYSE: CVX), which offers an approximate 3.5% yield.
At first glance, BP’s dividend sustainability looks questionable, with its payout ratio near 100%. However, cash flow is often a better measure of dividend sustainability for capital-intensive companies. On that basis, BP’s payout ratio is just 21%, indicating that its dividend is well supported.
Excelerate Energy Raises Its Dividend 12.5% as Shares Take Off
Excelerate Energy (NYSE: EE) is a significant player in the liquefied natural gas (LNG) industry, with a market capitalization of more than $4 billion. The company’s floating regasification units (FSRUs) convert LNG into natural gas, which then flows through pipeline infrastructure. Much of its demand comes from island nations that lack direct access to natural gas for uses such as heating. The stock has also generated strong returns in 2026, rising nearly 40%.
Notably, the firm posted adjusted EBITDA growth of 12% YOY last quarter. The company raised its full-year adjusted EBITDA guidance to $490 million to $515 million, citing a strong first half. Excelerate also continues to add capacity to meet demand, targeting the commercial deployment of its recently purchased Methane Patricia Camila unit in early 2028.
Excelerate announced a hefty 12.5% dividend increase in its latest earnings report, raising its payout to 9 cents per quarter. Although the resulting forward dividend yield is near 1%, it provides a meaningful income return. Excelerate’s payout ratio is already very strong at around 22%, and analysts expect it to improve to 16% based on next year’s earnings estimates.
Top Berkshire Position Occidental Petroleum Issues a Sizable Dividend Boost
Occidental Petroleum (NYSE: OXY) is not necessarily a household energy name, but Berkshire Hathaway (NYSE: BRK.B) knows the company well. Berkshire invested $7.7 billion in OXY in the first quarter of 2022, and it continues to be one of the firm’s largest holdings, even after Warren Buffett’s retirement. At around $12.9 billion, OXY accounted for 4.3% of Berkshire’s portfolio as of the end of the second quarter. In retirement, Buffett is likely smiling at OXY’s 2026 performance, with shares delivering a total return of more than 40%.
Occidental posted robust financial results in the second quarter, generating approximately $3 billion in free cash flow. This was the company’s highest free cash flow figure since late 2022. It also raised its full-year production guidance and reduced its principal debt by $1.5 billion from the first quarter, bringing it to its lowest level since the second quarter of 2019.
Occidental is adding to its dividend, increasing its quarterly payout by about 8%. The stock’s forward yield now sits at 1.8%, providing a solid stream of dividend income. Additionally, Occidental is in a strong position when it comes to dividend sustainability. Its payout ratio is only around 16%, while its cash flow-based payout ratio is near 10%.
Occidental Watch Items: Capital Spending After 2027 and Berkshire’s Position
Looking ahead, it will be important to see whether Occidental can achieve its $4 billion sustainable cash flow improvement target by 2030. The company expects to reach that target through lower costs and reduced capital spending, making changes in these figures important to watch after 2027. Occidental expects capital spending of $5.5 billion to $5.9 billion in 2026 and $5.9 billion in 2027.
Additionally, changes in Berkshire’s Occidental holding will be notable. Since the first quarter of 2025, Berkshire has consistently held around 265 million OXY shares. Changes in this figure could indicate whether Berkshire’s conviction in the company is strengthening or deteriorating.
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