Report Category Directory
- Alphabet (GOOGL, Buy, $210 target) Addressing the Top Questions on the Future of AI Search by New Street Research
- AMZN (Buy, $260 target)/TTD (Neutral, $75 target) Part II: CTV footprint in focus; AI ad tool updates overlooked by New Street Research
- Alphabet (GOOGL, Buy, $210 target) Takeaways from SMX Advanced by New Street Research
- How much can gen AI ad creative improve ad revenue growth? by New Street Research
- Alphabet (GOOGL, Buy, $210 target) What the OpenAI partnership & price cuts mean for GOOGL AI in Cloud and Search (+ AWS read through?) by New Street Research
- Reddit (RDDT, Neutral, $120 target) Anthropic lawsuit puts data licensing back in focus. Implications for GOOGL/OpenAI renewals, thoughts on AMZN, AAPL, META, MSFT as potential partners by New Street Research
- Alphabet (GOOGL, Buy, $210 target) Amazon (AMZN, Buy, target increases to $260 from $258) Whose Cloud will be the first to $10B in AI revenues? by New Street Research
- The Trade Desk (TTD, Neutral, $75 target) Amazon.com (AMZN, Buy, $258 target) New insights into AMZN DSP positioning. Reiterate Neutral on TTD by New Street Research
- GOOGL/AMZN/META 1Q25 AI Capex Update Custom silicon rising, Blackwell on track as infra capex remains strong by New Street Research
- Reddit (RDDT, Neutral, $120 target) Google traffic headwinds remain top of mind, but long-term ad roadmap is robust by New Street Research