Core Insights - Alphabet Inc. is set to report its third-quarter earnings, with a focus on its ability to maintain growth [1] Group 1 - Investors are closely monitoring the company's performance to see if it can sustain its impressive growth trajectory [1]

Core Insights - Bending Spoons, a major mobile app developer in Europe, has agreed to acquire AOL from Yahoo for approximately $1.4 billion, backed by a $2.8 billion debt financing package [1][3][2] - The acquisition is expected to close by the end of the year, pending regulatory approvals and closing conditions [2] - Bending Spoons plans to invest significantly in AOL, which has around 8 million daily and 30 million monthly active users, indicating a strong customer retention [3] Company Overview - AOL is recognized as one of the top ten most-used email providers globally, with a loyal customer base [3] - The acquisition represents a new chapter for AOL, which has changed ownership multiple times, previously owned by Time Warner and Verizon Communications [4] - Bending Spoons has a history of acquiring American brands, including Vimeo, Evernote, and Meetup, indicating a strategic expansion into the U.S. market [5]

Core Viewpoint - Alphabet is expected to report strong third-quarter financial results, driven by the AI boom, but faces challenges from competition in its core Search business [1][3][4] Financial Performance - Alphabet is projected to report quarterly revenue of $99.85 billion, a 13% increase from $88.3 billion in the same period last year [1] - Analysts forecast adjusted earnings per share of $2.26, reflecting a 7% increase from $2.12 in the previous year, marking the lowest earnings growth in over two years [2] AI Impact - The company has benefited from the AI boom, with its Gemini AI models gaining traction and attracting major AI developers to its cloud services [3] - However, competition from AI chatbots like OpenAI's ChatGPT poses risks to Alphabet's core Search business [3][4] Market Sentiment - Despite concerns, Wall Street analysts remain optimistic about Alphabet's stock, citing recent AI deals, the upcoming Gemini 3 model release, and a favorable ruling in an antitrust case [4] - Alphabet's stock has risen over 40% since the last quarterly earnings report, trading around $268, and its market capitalization exceeded $3 trillion in September [5] Analyst Insights - Analysts from major firms have raised price targets for Alphabet shares, with estimates reaching as high as $300 [5] - The favorable outcome in the DOJ Search Commercial Agreement trial has alleviated some concerns, while the company continues to show strong financial performance and innovation in AI [6]

Milan's Bending Spoons will buy AOL's email platform, its homepage, once one of the valuable pieces of internet from Apollo while raising $2.8 billion in debt.Getty ImagesAOL was the first destination on the internet for millions of Americans during the first dot com boom, and is still used by more than 30 million people every month. And now, it'll be owned by Italians.Milan-based app developer Bending Spoons announced Wednesday it has agreed to buy AOL from private equity giant Apollo. It’s the latest in a ...

live. It is now time for the big picture. Let's welcome in Kathy Jones, chief fixed income strategist, Schwab, center for financial research, and Joe Maza, head trading and derivatives strategist over at Charles Schwab.Thank you so much for both both joining me on this very busy day. Kathy, let's just start with you. As far as I suppose the uh positioning ahead of the FOMC decision, uh we have got the two-year at about a smidge below three and a half percent, the 10 year just below that 4%.So it seems like ...

Core Viewpoint - Reddit Inc. is projected to double in value over the next three years, with Truist raising its price target to $260 from $225 while maintaining a Buy rating due to anticipated strong performance drivers [1][2]. Group 1: Financial Expectations - Truist expects strong Q3 2025 results and optimistic guidance for Q4 2025, predicting that Q3 results will likely reach the high end of expectations [2]. - The price target increase reflects confidence in Reddit's financial performance and growth potential [1]. Group 2: Growth Initiatives - Key growth initiatives include the launch of a unified search and answers product, international expansion, and new lower-funnel ad products for shopping [2]. - Additional initiatives involve automation and B2B tools for advertisers, direct partnerships with publishers, and increased traffic from data licensing deals [2]. Group 3: Company Overview - Reddit Inc. operates a digital community platform that allows users to engage in conversations, explore interests, exchange goods and services, and create new communities [3].

Benjamin Fanjoy / Bloomberg / Getty Images Shares of Google parent Alphabet have added over 40% of their value in 2025. Key Takeaways Google parent Alphabet is scheduled to report its quarterly results after the closing bell Wednesday, with Wall Street analysts expecting growing revenues. Options pricing suggests traders expect Alphabet's stock could move about 6% in either direction in the days after its results. Google parent Alphabet is scheduled to report third-quarter results after the bell on ...

Core Insights - Alphabet, Google's parent company, is preparing to report its third-quarter earnings on October 29, with investors keenly observing its growth potential amid competition from ChatGPT [1] - The company has heavily invested in its AI models, known as Gemini, and is launching new products and services to enhance its market position [1][4] Financial Performance - Analysts predict that Alphabet's third-quarter results will reflect increased momentum in Search, Cloud, and Waymo, with a revenue growth expectation of 13% to $99.89 billion and earnings per share of $2.26 [2][7] - Alphabet's stock has experienced a significant rise of 38% during the third quarter, marking its best quarterly performance in decades [2] Growth Projections - Despite the positive performance, Alphabet's growth is projected to slow down, with an expected growth rate of 12% by 2026, leading to a shift in investor sentiment regarding the company's future [3] AI Integration - Google has launched Gemini Enterprise, an advanced AI platform aimed at enhancing workplace productivity and attracting corporate clients [4] - The company is also expanding Gemini's capabilities to be integrated into Chrome, allowing users to interact with web pages more intelligently [4][5] Upcoming Events - Alphabet will release its earnings results after market close on October 29, followed by a conference call at 5:30 p.m. ET, accessible via the company's Investor Relations website [6]

Core Insights - F5 Inc. has reported a significant increase in profitability, with revenue rising by 10% and gross margins improving, indicating strong financial performance in recent times [1] Company Performance - The company has achieved one of its most profitable years recently, showcasing a notable growth trajectory [1] Analyst Background - The analysis is conducted by a financial analyst with a background in petroleum and gas engineering, focusing on technology, infrastructure, and internet services, emphasizing the importance of strong fundamentals and long-term investment potential [1]

Core Viewpoint - Alphabet is experiencing growth in its cloud business while facing challenges in its core search segment, with AI developments playing a crucial role in both areas [2][4][5] Cloud Business - Google's cloud segment is gaining momentum, particularly as Amazon Web Services is losing ground, highlighted by a $10 billion contract with Meta and the acquisition of workloads from Anthropic [3] - Truist anticipates over 30% growth in Google's cloud business this quarter, driven by strong enterprise demand and a robust pipeline [3] - Bank of America supports this outlook, emphasizing the increasing value of cloud contributions to Alphabet's stock [4] Search Business - The search segment is under scrutiny as AI technologies may disrupt Google's traditional dominance, with Truist projecting a slight deceleration in global search and other revenue growth to 11% year-over-year [4] - Despite the challenges, queries leading to purchases remain a stronghold for Google, even as competitors like OpenAI and Perplexity gain traction in casual browsing [4] AI Integration - A key focus for investors is whether Alphabet can demonstrate that AI is enhancing its core business rather than undermining it [5] - Bank of America expects solid growth in paid clicks and suggests that increased usage of Gemini could mitigate disruption risks [5] - Investors are looking for evidence of both engagement and monetization improvements [5]