Report Category Directory
- AI Exec Series Recap: Character.ai on competing with RBLX & Insta, and its chatbot ads leveraging GOOGL, META & APP by New Street Research
- Amazon (Buy, $270 target) Price increase rejuvenates the AWS bull case by New Street Research
- AWS/GCP: How long does it take to pay off an XPU? by New Street Research
- GOOGL/AMZN/META: Updated AI D&A and Lower META AI RO by New Street Research
- Updated AI ROICs: AMZN higher, GOOGL lower, META mixed by New Street Research
- US Internet: GOOGL report shows AI coding has gone mainstream by New Street Research
- GOOGL/AMZN: 2Q25 AI Revenues – Remain Above Street for AWS/GCP by New Street Research
- The Trade Desk (TTD, Neutral, $50 target) 10x voting shares extended, but non-exec support swings from 3:1 For to 3:1 Against by New Street Research
- AMZN(Buy, $270 target) /TTD (Neutral, $60 target) : Amazon DSP adds SIRI access. SPOT seems likely to follow. Quick thoughts on TTD impact. by New Street Research
- Reddit (RDDT, Neutral, $230) CEO stresses live sports engagement, Reddit Pro, organic/paid mix by New Street Research