View 
FILTERS (0)
* Not connected to ResearchPool

MORE FILTERS

  
reports
Dan Salmon
  • Dan Salmon

Shopify (SHOP, Neutral, $155 target) Amazon (AMZN, Buy/Top Pick, $350 ...

Earlier this week, the Information reported (and a company spokesperson confirmed) that on January 26th, SHOP will begin making merchants’ products widely available for purchase through checkout features in OpenAI’s ChatGPT, GOOGL’s AI Mode and Gemini, and MSFT Copilot. SHOP merchants will begin being surfaced on Gemini, AI Mode and Copilot by default, whereas they will be required to opt into selling on ChatGPT, and OpenAI will receive a 4% take rate on any ChatGPT sales. In this brief note, w...

VRS RESEARCH TEAM
  • VRS RESEARCH TEAM
VRS RESEARCH TEAM
  • VRS RESEARCH TEAM

AMAZON.COM INC. Stock Analysis Report

The report deals with the statistical and graph (non-technical) analysis of AMAZON.COM stock. It includes analysis of stock returns, analysis of volume patterns and the stock’s beta coefficient. Moreover, the report provides information about AMAZON.COM stock’s listing and participation in indices, and the stock’s shareholder structure. Amazon.com, Inc. provides a range of products and services to customers. The products offered through its stores include merchandise and content it has purc...

Anish Jog ... (+7)
  • Anish Jog
  • Chase Tohanczyn
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
Michael Piccolo
  • Michael Piccolo

Daily Recap: NATH/SFD, WBD/NFLX, QGEN, ABVX, KHC, OCUL, RIO/GLEN, GEO/...

Warner Bros. Discovery (NASDAQ: WBD - $28.24) and Netflix Inc. (NASDAQ: NFLX - $87.26)Netflix Earnings Recap; Conference Call Transcript Highlights on Pending Merger. Shares are again under pressure after a second underwhelming quarter, as investors have become accustomed to phenomenal results. As

Dan Salmon
  • Dan Salmon

Ad Tech Exec Lunch Recap: -ve for TTD, +ve for AMZN Cloud + Ads (+ mor...

Last week, we hosted our quarterly Ad Tech Exec lunch to discuss the year ahead in digital advertising and ad tech.

Chase Tohanczyn ... (+3)
  • Chase Tohanczyn
  • Matthew Weiss
  • Scott Devitt

Counting Clicks: December '25 Traffic Trends

Report Overview: Our analysis includes total web visits (desktop and mobile) to U.S. and international web domains, mobile app monthly active users (MAUs), daily active users (DAUs), and total time spent (where applicable). Throughout the report, we display Y/Y changes across each of these key metr

Dan Salmon
  • Dan Salmon

GOOGL/AMZN: Updated OpenAI & Anthropic contributions for AWS & GCP

We have updated compute spend estimates for both OpenAI and Anthropic and the potential contribution from both to AWS and GCP revenue growth based on the latest disclosures and news reports.

Chase Tohanczyn ... (+3)
  • Chase Tohanczyn
  • Matthew Weiss
  • Scott Devitt
Wedbush Research
  • Wedbush Research
Wedbush Research
  • Wedbush Research
SHOP SHOPIFY INC.
UBI UBISOFT ENTERTAINMENT SA
WDC WESTERN DIGITAL CORPORATION
VRNS VARONIS SYSTEMS INC.
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QLYS QUALYS INC.
PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
HURN HURON CONSULTING GROUP INC.
GOOGL ALPHABET INC. CLASS A
FTNT FORTINET INC.
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
BIIB BIOGEN INC.
AXTI AXT INC.
NFLX NETFLIX INC.
CDR CD PROJEKT S.A.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
RCKT ROCKET PHARMACEUTICALS
MSFT MICROSOFT CORPORATION
ZG ZILLOW GROUP INC. CLASS A
BKNG BOOKING HOLDINGS INC.
TENB TENABLE HOLDINGS
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
STOK STOKE THERAPEUTICS
SMCI SUPER MICRO COMPUTER
IDYA INC.
PRAX IDEAYA BIOSCIENCES
U PRAXIS PRECISION MEDICINES
TVTX UNITY SOFTWARE
DASH TRAVERE THERAPEUTICS INC
ABNB DOORDASH
PLTK AIRBNB INC. CLASS A
RBLX PLAYTIKA HOLDING
DAWN ROBLOX
FHTX DAY ONE BIOPHARMACEUTICALS INC
STX FOGHORN THERAPEUTICS
APP SEAGATE TECHNOLOGY HLDGS PLC
GFS APPLOVIN CORP
S GLOBALFOUNDRIES INC
RGTI SENTINELONE INC
DDI RIGETTI COMPUTING INC
EMBRAC B DOUBLEDOWN INTERACTIVE CO LTD
CART EMBRACER GROUP AB
RBRK MAPLEBEAR INC.
ORKA RUBRIK INC
ORUKA THERAPEUTICS INC
Loading...
New interest

Save your current filters as a new Interest

Please enter a name for this interest

Email alerts

Would you like to receive real-time email alerts when a new report is published under this interest?

Save This Search

These search results will show up under 'Saved searches' in the left panel

Please enter a name for this saved search

ResearchPool Subscriptions

Get the most out of your insights

Get in touch