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refinitiv_internet / Equity
- GOOGL/AMZN/META: How much are they spending on AI Capex (v2.3)? by New Street Research
- Snap Inc. (SNAP, Buy, raising target to $18 from $17) The roadmap for DR ads from here plus 1Q24 model update by New Street Research
- Pinterest Inc. (PINS, Buy, target remains at $52) 1Q24 Model Update: Target remains at $52 by New Street Research
- Amazon.com (AMZN, Buy, raising target to $245 from $235) AMZN 1Q24 Model Update by New Street Research
- The Trade Desk (TTD, Neutral, $80 target) Quick thoughts ahead of Wednesday's print by New Street Research
- Match Group (MTCH, Buy, $55 target) Tinder Trough Deepens as Buybacks Expand by New Street Research
- Match Group (MTCH, Buy, $55 target) 1Q24 Model Update: Lower revenues offset by higher buybacks by New Street Research
- EDU 3QFY24 Results: Margins could be Under Pressure due to East Buy by New Street Research
- CPNG 1Q24 Results: Strong Momentum in Eats by New Street Research
- Alphabet (GOOGL, Buy, $200 target) Previewing I/O, Brandcast & GML + Potential Read Throughs from MSFT, OpenAI, AAPL by New Street Research
- BABA FY4Q24 Results: Investment in Core Remains a Key Focus in FY25 by New Street Research
- Tencent 1Q24 Results: Domestic Games to Return to YoY Growth in 2Q by New Street Research
- IQ 1Q24 Results: Driving Efficiency Remains a Key Focus in FY24 by New Street Research
- DADA 1Q24 Results: JD Now Could Remain Challenging in the Near Term by New Street Research
- Alphabet (GOOGL, Buy, $200 target) Previewing Google Marketing Live & read throughs from MSFT Build keynote tomorrow by New Street Research
- TCOM 1Q24 Results: Domestic ADR Could Remain Under Pressure in 2H by New Street Research
- NTES 1Q24 Results: Part of Gaming Rev Growth Could Be Pushed out to 2H24 and FY25 by New Street Research
- BILI 1Q24 Results: Ads Could Remain Resilient by New Street Research
- WB 1Q24 Results: Ad Growth to Accelerate in 2H by New Street Research
- BIDU 1Q24 Results: Baidu Core Ads Could Remain Challenging in the Near Term by New Street Research
- Meta Platforms (META, Buy, $580 target) Previewing Conversations and its Implications for Gen AI Monetization via Paid Messaging by New Street Research
- Meituan 1Q24 Results: On-demand Delivery Growth to Normalize in 2Q by New Street Research
- Alphabet (GOOGL, Buy, raising target to $210) Adding AI Overview Ads to our Search Model by New Street Research
- Breaking Down AI D&A + 1st Take on Electricity, Software & Other Costs by New Street Research
- Online Dating: GRND Investor Day Recap & Read Throughs to MTCH by New Street Research
- Pinterest Inc. (PINS, Buy, $52 target) Reiterate Top SMID Pick as Top Line Accelerates by New Street Research
- Amazon.com (AMZN, Buy, $235 target) AMZN First Take: Solid, but not Spectacular by New Street Research
- Match Group (MTCH, Buy, $55 target) Quick Thoughts Ahead of Tuesday’s Print by New Street Research
- Reddit (RDDT, Hold, $54 Target) Quick Thoughts Ahead of Tuesday’s Print by New Street Research
- Reddit (RDDT, Hold, $54 target) First Take: DAUq Growth & Margins Highlight Stellar First Quarter by New Street Research
- The Trade Desk (TTD, Neutral, $80 target) Quick Thoughts after the Calls by New Street Research
- Reddit (RDDT, Neutral, no change to $54 target) 1Q24 Model Update by New Street Research
- TPW 2HFY24 Update: Business Remains Resilient by New Street Research
- The Trade Desk (TTD, Neutral, target increases to $83 from $80) Remain sidelined as valuation reflects current growth algorithm by New Street Research
- Alphabet (GOOGL, Buy, $200 target) I/O technically impressive but monetization waits for GML next week by New Street Research
- SE 1Q24 Results: Improving Margin Outlook by New Street Research
- TME 1Q24 Results: Improving Margin Outlook by New Street Research
- JD 1Q24 Results: Potential Upside in Margins for FY24 by New Street Research
- Reddit (RDDT, Neutral, $54 target) Data licensing tracking our base case after OpenAI deal by New Street Research
- BZ 1Q24 Results: Online Recruitment Recovery Remains on Track by New Street Research
- Kuaishou 1Q24 Results: OMS Could Remain Resilient by New Street Research
- VIPS 1Q24 Results: Top Line Growth Could Remain Under Pressure in the Near Term by New Street Research
- PDD 1Q24 Results: Demand Remains Resilient by New Street Research
- BZ 1Q24 Results: Volume Recovery on Track by New Street Research
- Alphabet (GOOGL, Buy, $200 target) Can OPRA Gen AI partnership be a template for an AAPL deal? by New Street Research
- Amazon.com (AMZN, Buy, $245 target) The Impact of Rufus and Gen AI in eCommerce by New Street Research
- Meta Platforms (META, Buy, $580 target) Conversations Recap: Gen AI coming to Messaging by New Street Research
- Digital Ad Exec Series Recap: Challenges & Opportunities as AI Overviews roll out in GOOGL Search by New Street Research
- VIPS 2Q24 Preview: 2H Could Remain Challenging by New Street Research
- U.S. Internet: Reviewing Gen AI Creative Ad Tools Across the Group by New Street Research