Wall Street analysts expect Alphabet (GOOGL) to post quarterly earnings of $2.14 per share in its upcoming report, which indicates a year-over-year increase of 13.2%. Revenues are expected to be $79.25 billion, up 11.1% from the year-ago quarter.The current level reflects an upward revision of 1.3% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.Before a company ...

市场消息：Meta Platforms(META.O)再挖角两名苹果(AAPL.O)的AI专家。 ...

Group 1 - Keybanc Capital Markets analyst Justin Patterson maintained an Overweight rating for Alphabet Inc and raised the price forecast from $195 to $215, reflecting positive expectations for the ad industry ahead of second-quarter results [1] - The company is expected to report a solid second quarter with $94.6 billion in revenue, driven by growth in Search, YouTube, and Cloud, surpassing consensus estimates [2] - EPS estimates for 2025 and 2026 were raised by 1% and 2%, respectively, with the 2027E EPS forecasted at $12.25 [2] Group 2 - The macro outlook remains stable, with positive agency commentary and improving consumer trends, indicating a favorable environment compared to 90 days ago [3] - Foreign exchange tailwinds are expected to continue, benefiting companies like Alphabet [3] - The reverse acqui-hire trend has proven successful for big tech, enhancing talent acquisition and innovation, which strengthens Alphabet's position in the AI landscape [3]

Meta Platforms (NASDAQ: META ) has announced substantial investment initiatives in recent months to drive AI innovation, potentially shifting the foundation of the organization into an AI powerhouse to compete with peer models like OpenAI and Perplexity. With hundreds of billions of dollarsMichael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industri ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Let's take a look at what these Wall Street heavyweights have to say about Alphabet (GOOGL) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Alphabet currently has an average brokera ...

Group 1 - Alphabet (NASDAQ: GOOG) is set to report Q2'25 earnings on July 23, 2025, after market close [1] - Analyst expectations for Alphabet's earnings per share (EPS) have shown mixed revisions, with 17 upward and 13 downward adjustments in the last 90 days [1] - The expectation is for Alphabet to report substantial, margin-accretive top-line growth [1] Group 2 - Michael Del Monte, a buy-side equity analyst, has over 5 years of industry experience and previously worked in professional services across various sectors [1]

At an event Tuesday aimed at showcasing the capabilities of its web services division, Amazon announced it would invest an additional $100 million in the AWS Generative AI Innovation Center. In a blog post, Amazon execs Francessca Vasquez and Taimur Rashid wrote that the investment will further the goals of the center, which was established two years ago. Amazon, like fellow tech giants Meta, Google, Microsoft, Nvidia and OpenAI, has pledged to spend hundreds of billions on AI infrastructure in the coming ...

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Group 1 - The article emphasizes the importance of generating alpha through independent investment strategies, focusing on a generalist approach across various sectors with potential alpha compared to the S&P 500 [1] - The typical holding period for investments is between a few quarters to multiple years, indicating a long-term investment strategy [1] - The research methodology includes maintaining comprehensive spreadsheets with historical financial data, key metrics, guidance trends, and performance indicators, rather than relying heavily on discounted cash flow (DCF) models [1] Group 2 - The article mentions that the author has no current stock or derivative positions in the companies discussed but may initiate a long position in GOOGL within the next 72 hours [1] - It is noted that the opinions expressed are personal and not influenced by any compensation from companies mentioned, ensuring an independent viewpoint [1]