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Benzinga Bulls And Bears: Amazon, Microsoft, SpaceX

Aug 1, 2026, 12:00 PMBenzinga Senior Editor

Benzinga examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories.

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benzinga
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Aug 1, 2026, 12:00 PM
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Aug 1, 2026, 12:00 PM
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Captured once, then retained as an archive reference
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  1. Aug 27, 2026, 7:03 PMEric Volkman

    Warren Buffett and Greg Abel Quietly Hold a Bigger Percentage of This Company Than Any Other in Berkshire's Portfolio (Hint: It's Not Apple or American Express)

    Berkshire Hathaway holds nearly 45% of DaVita, a kidney dialysis healthcare company, representing its largest proportional equity stake—larger than Apple or American Express. Despite recent modest sell-offs in 2025, DaVita has surged over 56% year-to-date, driven by strong Q1 earnings that beat analyst expectations. The company offers consistent profitability, revenue growth, and an attractive forward P/E ratio of just over 12.

    Read original at the-motley-fool
    BRK.ABRK.BDVAAAPLAXP
  4. Aug 27, 2026, 3:32 PMThomas Niel

    Greg Abel Has Kept 60% of Berkshire's $359 Billion Stock Portfolio in Just 5 Companies, Even After Eliminating 16 Other Positions in His First Quarter. Is That Concentration a Risk for Shareholders?

    Since becoming CEO of Berkshire Hathaway, Greg Abel has maintained high concentration in five blue-chip stocks (Apple, American Express, Alphabet, Bank of America, and Coca-Cola), which now represent 60% of the portfolio. While this concentration is largely inherited from Warren Buffett's long-term investments, the article argues that downside risk is manageable given Berkshire's strong financial position. The greater concern is whether Abel can match Buffett's stock selection track record going forward.

    Read original at the-motley-fool
    BRK.ABRK.BAAPLAXPGOOG
  5. Aug 27, 2026, 8:12 PMSEC EDGAR

    8-K filing — APPLIED MATERIALS INC /DE (AMAT)

    Filed: 2026-08-27 AccNo: 0001628280-26-059257 Size: 210 KB Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers Item 7.01: Regulation FD Disclosure Item 9.01: Financial Statements and Exhibits

    Read original at edgar
    AMAT
  6. Aug 27, 2026, 6:07 PMNa

    CBRS vs. AMD: Which Stock Leads the AI Infrastructure Boom?

    Cerebras Systems and Advanced Micro Devices are both benefiting from AI infrastructure growth. While AMD offers greater scale, profitability and diversification with Data Center revenues more than doubling, Cerebras appears to have an edge with faster growth expectations, $25.4B in remaining performance obligations, and strong partnerships with OpenAI and AWS. Cerebras expects core revenues to more than triple in 2027, though it remains unprofitable with customer concentration risks.

    Read original at zacks-investment-research
    CBRSAMD