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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
- 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