Google kicked off its I/O event with a keynote address earlier today. In this brief note, we discuss stock implications and new announcements, including: 1. Update on the GOOGL Catalyst Path & AI Vibe Check 2. AI Overviews rolling out across Search in the US, to 1B users by year-end. 3. Project Astra: GOOGL’s universal AI agent spans across product features. 4. 1M-token Gemini context-window rolling out, 2M-token context moves to private preview. 5. TPU v6: Trillium appears focused on inference ...
The next two weeks include three of GOOGL’s most important events of the year: • Google I/O for developers and new consumer products today. • YouTube Brandcast for brand advertising on Wednesday. • Google Marketing Live (GML) for performance advertising next Tues May 21st
A director at Amazon Com Inc sold 5,264 shares at 190.000USD and the significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly ...
Moody's Ratings (Moody's) today affirmed Amazon.com, Inc.'s ("Amazon") senior unsecured ratings at A1 and its Prime-1 commercial paper ratings. The A1 senior unsecured rating at Whole Foods Market, Inc. is also affirmed. The outlooks are stable. The affirmations reflect Amazon's po...
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