Report Company Directory

ALPHABET CLASS A-BDR

• UPDATE: US HG Research: Credit Research: Dropping Coverage by Barclays
• US Credit Research & Strategy: 2Q23 Corporate Earnings Scorecard: July 24-28 by Barclays
• US HG Research: GOOGL: Looking Past the ChatGPT Hype Cycle by Barclays
• US Credit Research & Strategy: 1Q23 Corporate Earnings Scorecard: Week of April 28 by Barclays
• Apple-Facebook-Amazon-Microsoft-Alphabet vs S&P500 & Nasdaq100 - 2018-06-15 by Trend and Timing

Alphabet Inc. Class A

• Daily Views on Tech Headlines | INTC, QCOM, Mediatek, TSM by Wedbush
• US Internet: Social Media Teen Use Risk Across Our Coverage (META, GOOGL, SNAP, PINS, etc.) by New Street Research
• Wedbush Morning Call - Apr 02 2026 6:53AM by Wedbush
• Daily Views on Tech Headlines | NVDA, MRVL, Memory by Wedbush
• Wedbush Morning Call - Apr 01 2026 6:48AM by Wedbush
• Daily Views on Tech Headlines | NVDA, MRVL, Memory by Wedbush
• Alphabet (GOOGL, Buy, $380 target) Amazon (AMZN, Buy/Top Pick, target lowered to $280) Cloud AI Revenues: Lower near-term, higher long-term for both AWS and GCP by New Street Research
• Wedbush Morning Call - Mar 30 2026 6:48AM by Wedbush
• Updated AWS/GCP AI Infra Pricing: GPUs higher at AWS, TPU v7 “Ironwood” pricing revealed by New Street Research
• ShopTalk 2026 is AITalk; Rise of Agentic & Social Commerce by BNP Paribas

Alphabet Inc. Class C

• March 2026 Edition by William Blair
• Moody's Ratings affirms Alphabet's Aa2 senior unsecured rating; outlook stable by Moody's Investors Service
• Assuming Coverage and Downgrading to Market Perform on Intense Competition and Recent Moving Pieces by William Blair
• Grasping the AI Infra Buildout & GTC takeaways by New Street Research
• Grasping the AI Infra buildout (X): “Internal AI” returns? lower than you’d think today! by New Street Research
• Grasping the AI infra buildout (IX): How does the “tail effect” boost ROIC? by New Street Research
• Grasping the AI Infra buildout (VI): Who pays for all these Enterprise Cloud AI bills? by New Street Research
• Call to Discuss AI White Paper: Beyond the Build – The Next Wave of Generative AI Applications and Investment by William Blair
• Beyond the Build: The Next Wave of Generative AI Applications and Investment by William Blair
• First Quarter 2026 Proprietary Consumer AI Survey Highlights Monetization and Popular Use-Cases by William Blair

ALPHACENTRIC ASSET ROTATION FUND

ALPHAFORM AG