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- Match Group (MTCH, Buy, TP: $55) Quick Thoughts Following the Call by New Street Research
- Amazon.com (AMZN, Buy, TP: $173) Quick Thoughts Ahead of the Print by New Street Research
- Amazon (AMZN, Buy, $173 target) AWS Recouping, Rufus Debuting by New Street Research
- Alphabet (GOOGL, Buy, $161 target) Gemini Ultra launches, more Cloud details coming next week by New Street Research
- Match Group (MTCH, Buy, $55 target) Investor Day date could be next stock catalyst + our thoughts on Board additions, Elliott’s first public comments, and implications for ads and M&A by New Street Research
- Alphabet (GOOGL, Buy, $166 target) First Thoughts After the Call by New Street Research
- Amazon.com (AMZN, Buy, raising target to $235 from $224) AWS Gen AI revenues, Prime ads, and other Thoughts Ahead of the Print by New Street Research
- Match Group (MTCH, Buy, TP: $55) 4Q23 Model Update: $55 target unchanged by New Street Research
- Meta Platforms (META, Buy, TP: $390) Dividend surprises, higher capex does not by New Street Research
- Meta Platforms (META, Buy, $390 target) Quick Thoughts Ahead of the Print by New Street Research
- Amazon.com (AMZN, Buy, $224 target) 3P Seller Feedback, Top Data Points & Themes from The Prosper Show by New Street Research
- Alphabet (GOOGL, Buy, raising target to $185 from $166) Quick Thoughts Ahead of Thursday's Print by New Street Research
- GOOGL 1Q24 Model Update: Raising target to $200 from $185 on higher margins by New Street Research