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refinitiv_internet / Equity
- EDU 4QFY25 Results: Conservative Guide for 1Q and FY26 by New Street Research
- Reddit (RDDT, Neutral, $120 target) Ad business continues to rev, as focus turns to growing logged in users by New Street Research
- Amazon (AMZN, Buy, $270 target) AWS adds OpenAI open weight models (and GCP does not) by New Street Research
- Alphabet (GOOGL, Buy, $235 target) And now GCP has the new OpenAI open weight models too by New Street Research
- Alphabet (GOOGL, Buy, $235 target) New organic Search click disclosures. Implications for organic/paid mix and YouTube (+RDDT) by New Street Research
- Alphabet (GOOGL, Buy, $235 target) Antitrust Expert Call Recap: Previewing the GOOGL vs DOJ Search remedies ruling by New Street Research
- TME 2Q25 Results: Core Music Segment Remains Resilient by New Street Research
- Tencent 2Q25 Results: Rev Growth Momentum to Continue in 3Q by New Street Research
- TPW 2HFY25 Results: Business Remains Resilient by New Street Research
- NTES 2Q25 Results: Resilient Online Gaming Segment by New Street Research
- JD 2Q25 Results: JD Retail Remains Resilient; Food Delivery to Continue to Drag Margins in the Near Term by New Street Research
- eComm Update: Inflation supports near-term growth in the face of tariffs by New Street Research
- BIDU 2Q25 Results: Ad Revs and Margins Remain Under Pressure in 2H by New Street Research
- Kuaishou 2Q25 Results: E-commerce Remains Resilient in 3Q by New Street Research
- Meta Platforms (META, Buy, Raising target to $900 from $775) Five new revenue breakouts in our model by New Street Research
- BEKE 2Q25 Results: Visibility Remains Limited in the 2H by New Street Research
- GOOGL/META/AMZN: Insights into AI Capex from Hot Chips 2025 and NVDA earnings by New Street Research
- Alphabet (GOOGL, Buy, $235 target) Distribution deals, Chrome & Android are all safe. Antitrust Bear Case erased. by New Street Research
- A closer look at chip purchases and installed bases And the relative share of GPU-related spend for GOOGL, AMZN & META by New Street Research
- Alphabet (GOOGL, Buy, $275 target) AI Mode’s 1st non-English languages + the “default” question, search remedies & today’s AAPL event 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
- GOOGL/AMZN: 2Q25 AI Revenues – Remain Above Street for AWS/GCP by New Street Research
- Updated AI ROICs: AMZN higher, GOOGL lower, META mixed by New Street Research
- Amazon (AMZN, Buy, $260 target) AWS’s day is coming, but today is not that day by New Street Research
- Amazon (AMZN, Buy, raising target to $270) How OpenAI could unleash the AWS Bull case by New Street Research
- CPNG 2Q25 Results: DO Losses Increase Partly Due to Investments in Taiwan by New Street Research
- Shopify (SHOP, Neutral, $105 target) GMV/revenue acceleration and AI enthusiasm carry the day by New Street Research
- The Trade Desk (TTD, Neutral, $75 target) Continued revenue deceleration is squeezing the multiple by New Street Research
- Meta Platforms (META, Buy, $775 target) First AI capex financing details emerge. Implications for AI ROIC by New Street Research
- SE 2Q25 Results: Upside in FY25 Shopee GMV by New Street Research
- GOTO 2Q25 Results: ODS Could Further Decelerate in 2H by New Street Research
- WB 2Q25 Results: 2H Could be Challenging for Ads by New Street Research
- VIPS 2Q25 Results: Improving Outlook by New Street Research
- Shopify (SHOP, Neutral, raising target to $127 from $105) Is a capital-light AI winner emerging? by New Street Research
- IQ 2Q25 Results: Updated Rules Could Drive Upside in LF Video by New Street Research
- BZ 2Q25 Results: Continued Recovery in Recruitment Demand by New Street Research
- BILI 2Q25 Results: Ads Remain Resilient by New Street Research
- PDD 2Q25 Results: Profitability to Fluctuate in the Coming Quarters by New Street Research
- TCOM 2Q25 Results: Travel Demand Remains Resilient by New Street Research
- BABA FY1Q26 Results: Continued Market Share Gains in both Cloud and Quick Commerce by New Street Research
- IQ: Easing Content Production Rules Could Further Improve Visibility on LF Video by New Street Research
- Meituan 2Q25 Results: Significant Margin Drag from Food Delivery in 2H by New Street Research
- Reddit (RDDT, Neutral, $230) CEO stresses live sports engagement, Reddit Pro, organic/paid mix 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
- US Internet: GOOGL report shows AI coding has gone mainstream by New Street Research