Berkshire Increases Alphabet Stake, Insta360 Opens Direct Store in New York Times Square, Intel/Nvidia Lead Gains in US Stock AI Trading
Berkshire Hathaway experienced its largest quarterly stock buying intensity in years. Incoming CEO Greg Abel led an 83% expansion of the Alphabet holding, valued at nearly $38 billion after the increase. Post-Buffett retirement, Berkshire has been cautious about tech stocks. This heavy bet during the most intense AI valuation controversy carries strong signal significance.
Insta360 (approx. 70% market share in panoramic cameras) plans to open its first batch of brand direct stores in the US, Europe, and Japan in 2026. The first US store is located in New York Times Square, expected to open in Q3. Shifting from "OEM export" to "brand direct sales" aims to sell "Made in China" as a "Global Brand."
Last week's inflation data held no surprises. New financing progress in AI trading pushed the S&P and Nasdaq to consecutive records. Intel and Nvidia became the main drivers of AI trading; the "AI infrastructure capex" narrative still holds appeal.
A-Share AI Leaders Close 8/14: Innolight +2.38% and Foxconn Industrial Internet +1.47% rose; Cambricon -1.13% and Hygon Information -1.75% pulled back—divergence between "fulfilled orders" and "unfulfilled expectations."
US Stock AI Leaders Close 8/14 ET: AMD surged +6.50%, Broadcom dropped -5.94%—the market begins repricing the "second supplier."
OpenRouter Weekly Ranking 8/3-9: DeepSeek V4 Flash official version tops with 8.83 trillion Tokens (up +570% MoM), Tencent Hy3 second with 8.05 trillion.
📰 EastVoice — today's AI headlines, decoded
Five minutes a day, the global AI shift →