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AI infrastructure bubble won’t burst until 2027, Northland predicts
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Warby Parker (WRBY): first AI glasses developed with Google to launch in 2026
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Google Tells Advertisers It'll Bring Ads to Gemini in 2026 - Adweek
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Cadent partners with Google Cloud to deploy AI across advertising operations
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New data shows Gemini app momentum continues
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BNY integrates Google Cloud's Gemini Enterprise into Eliza AI platform
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Alphabet's (GOOGL)n Ads Launch, User Experience Awaited - Citizens
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Committee on Homeland Security: investigating apps potentially hosted by Google that enable users to anonymously report, track federal law enforcement movement
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Active options: GOOGL AMZN HOOD ORCL RIVN AVGO GOOG COIN MSFT
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Alphabet (GOOGL) PT Raised at Truist on 'Higher Advertising Revenues'
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Truist: Holiday Season on Track for Record Levels; AMZN, GOOGL, META, RDDT & ETSY Poised to Benefit
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Alphabet (GOOGL) PT Raised to $400 at Pivotal Research
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Alphabet (GOOG) PT Raised to Street High $400 at Pivotal Research
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Active options: PATH GOOGL AMD MSTR HOOD VALE SOFI ORCL SNOW CRM MSFT
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Data Center Firm Fluidstack In Talks For $7 Billion Valuation - Bloomberg
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Active options: GOOGL MRVL AMD PLTR HOOD IREN NIO GOOG META SOFI WULF MARA
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Active options: GOOGL PLTR IREN AVGO META NIO GOOG CRWD BMNR ONDS
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Alphabet (GOOGL) 'Shares Could See Some Digestion Near Term' - Cantor Fitzgerald
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Active options: GOOGL META CRWV ORCL RIVN GOOG HOOD MARA IREN AVGO
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Active options: GOOGL META CRWV ORCL RIVN GOOG HOOD MARA IREN AVGO
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Amazon launches Trainium3 chip to compete with Nvidia and Google
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OpenAI Developing ‘Garlic’ Model to Counter Google’s Recent Gains - The Information
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Northland Starts Synaptics (SYNA) at Outperform
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Alphabet could see billions in added revenue from TPU sales, Morgan Stanley says
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Alphabet (GOOGL) PT Raised to $375 at Guggenheim
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Seaport Global Securities Reiterates Sell Rating on NVIDIA (NVDA), PT $140, 'We see Nvidia facing growing competitive pressure'
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Mega-cap growth hinges on these 3 Magnificent 7 members, says Citi
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Amazon 2025 re:Invent preview
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Alphabet (GOOGL) removed from top picks at Hedgeye following run-up
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Macquarie says AI isn't a bubble as demand still far outstrips supply
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Workday (WDAY) An Attractive Opportunity for Capital Appreciation - Citizens
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Nvidia makes statement amid Google competition, says 'NVIDIA is a generation ahead'
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Buy the dip? Analysts argue Nvidia and AMD still key as AI winner remains unclear
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Mizuho's Rakesh: 'TPUs to Anthropic & META - Positive AVGO! But NVDA Still the King'
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Mizuho TMT Desk: 'Active managers can no longer sit back and fight the narrative and watch their returns be negatively impacted'
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'AI Race Simply Not Won or Lost in Nov 2025' - Mizuho TMT specialist Klein
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BofA: 'TPU intensifies competitive race, but in a rising tide, Buy NVDA, AVGO, AMD'
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Bernstein on AMD (AMD): 'the news feels incrementally negative to the AMD narrative'
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DA Davidson Reiterates Neutral Rating on Alphabet (GOOGL) Following Reports Meta in Talks to Buy TPUs
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Wedbush's Ives lists top 10 tech stocks to own into year-end
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Nvidia set to lose $180 billion in market value today as Meta weighs Google chips
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Alphabet setting up for $4 trillion market cap as AI momentum continues
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Meta Platforms (META) in talks to spend billions on Google's chips - The Information
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Meta in talks with Google over use of its TPU chips in 2027 - The Information
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Broadcom stock surges 10% as Google AI success boosts supplier outlook
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Google's Gemini 3 advances shake up AI competitive landscape
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BNP Paribas Exane Starts Alphabet (GOOGL) at Outperform
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Alphabet's (GOOGL) Waymo Leading Autonomous Vehicle Development - Citizens
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Alphabet outperforms, Mizuho says Google 'already won the AI game'
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Google: DoJ's proposal to break up Google Ad Manager is unworkable & would create significant uncertainty, disruption for advertisers and publishers
