The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: Cantor Fitzgerald upgraded Alphabet (GOOGL) to Overweight from Neutral with a price target of $370, up from $310. The firm believes Alphabet has the "strongest footprint across several layers in the AI tech stack." Cantor Fitzgerald upgraded Airbnb (ABNB) to Neutral from Underweight with a price target of $141 ...

同时，作为Starlink的授权经销与安装方，flyExclusive还将面向第三方飞机所有者和运营商提供Starlink 的销售、安装及售后支持服务，进一步拓展其不断增长的MRO(维修、保养与大修)业务能力。公司称， 这意味着私人飞机客户可通过"单一可信合作伙伴"获得从方案配置、专业安装、测试到持续支持的一站 式服务。 根据协议，flyExclusive将率先在自有机队中部署Starlink航空互联网解决方案。公司表示，该系统可在 高空环境下提供接近流媒体级别的上网体验、实时通信以及稳定的VPN性能，有望显著提升机上乘客体 验并树立新的行业标准。 智通财经APP获悉，周四，flyExclusive(FLYX.US)盘前涨超81%，报5.7美元。消息面上，公司宣布，已 与Starlink签署授权经销协议，正式成为其航空高速、低时延互联系统的认证经销商与安装服务商。 ...

Key Takeaways TTD's shares fell 68% in a year, lagging strong gains in the Internet Services industry and broader market.TTD boosts AI platforms like Kokai and expands tools such as OpenPath to widen its moat.TTD holds $1.4B cash, no debt, approved $500M buybacks and sees Q4 2025 revenues of at least $840M.The Trade Desk ((TTD) stock has been a laggard performer in the digital ad space. It has seen a sharp 68.1% decline over the past year, an uncomfortable drawdown for a company viewed as one of ad tech’s l ...

Core Insights - The Trade Desk, Inc. has launched OpenAds, a new auction environment aimed at providing publishers and sellers with a transparent and high-integrity alternative for programmatic advertising, supported by major publishing partners [1][9] Group 1: OpenAds Initiative - OpenAds is designed to enhance transparency, visibility, and signal in programmatic advertising, addressing advertiser concerns by delivering a cleaner auction framework [2] - The initiative reflects a shift towards cleaner auction mechanics, enabling advertisers to better understand their purchases and audience reach [3] - Key elements of OpenAds will be open-sourced, allowing for industry review and participation from other buyers and DSPs [4] Group 2: Complementary Tools - OpenAds complements Trade Desk's existing initiatives like OpenPath and PubDesk, which aim to improve efficiency and trust between buyers and sellers [5] - These tools are focused on aligning incentives around quality rather than volume, enhancing the overall media supply chain dynamics [5] Group 3: Future Development - The company anticipates that OpenAds will continue to develop actively and expand through 2026, with plans for additional publisher integrations [6] - Management believes that a healthier auction environment will improve outcomes for both advertisers and publishers, reinforcing the competitiveness of the open Internet [6] Group 4: Competitive Landscape - Amazon's advertising business is rapidly expanding, leveraging consumer data and partnerships to enhance its advertising reach, including collaborations with platforms like Netflix and Spotify [7] - PubMatic has launched AgenticOS, an AI-powered system for programmatic advertising, and is focusing on diversifying its DSP mix to reduce reliance on legacy buyers [8][10]

ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Growth Strategy” fourth-quarter 2025 investor letter. The investment philosophy of the strategy is to invest in leading companies that are undervalued by the market in terms of their future growth potential. A copy of the letter can be downloaded here. Large-cap stocks continued their strength in the quarter, driven by strong earnings growth from mega-cap companies and enthusiasm over generative AI. The ClearBridg ...

AI搜索市场竞争格局正在发生重要变化。 据追风交易台，美银美林最新研报援引第三方机构Similarweb统计数据称，12月Gemini的全球日均网络访问量环比激增24%，相比之下， ChatGPT的访问量环比下降了9%。 美银分析师Justin Post在报告中指出，ChatGPT的流量增长放缓可能与谷歌推出的"AI Overviews"（AI概览）功能及Gemini的日益普及有 关。分析师认为，随着越来越多的谷歌搜索以原生AI格式呈现，华尔街可能低估了谷歌搜索业务在2026年的潜在上升空间，维持对 Alphabet的"买入"评级。 流量分化：Gemini环比增长24%，ChatGPT环比下降9% 12月全球数据显示，根据Similarweb统计，谷歌日均网页访问量同比增长1%至27亿次，ChatGPT同比增长49%至1.78亿次，必应下降9%至 1.1亿次，Gemini同比暴增567%至5600万次。 从环比数据看，谷歌下降1.0%，ChatGPT下降9.0%，必应下降2.1%，而Gemini增长24.2%。 在美国市场，谷歌日均流量同比持平为5.31亿次，ChatGPT同比增长86%至3100万次（相当于 ...

Stock market today (AI image)Indian equity markets are expected to stay range-bound in the near term, with analysts pointing to profit-taking at elevated levels even as stock-specific action continues on the back of third-quarter business updates.Global cues remained mixed overnight. In the United States, the S&P 500 closed lower on Wednesday as losses in financial heavyweights such as JPMorgan and Blackstone weighed on the index. However, gains in Nvidia and Alphabet helped the Nasdaq end higher, reflectin ...

Core Insights - Alphabet Inc. has surpassed Apple Inc. to become the world's second most valuable company by market capitalization for the first time since 2019, with a market capitalization of $3.88 trillion [4] - Alphabet's Class A shares (GOOGL) closed at $322.04, reflecting a 2.45% increase on the day, and a remarkable 64.73% return over the past year [4] - Apple Inc. currently holds the third position with a market capitalization of $3.84 trillion, with its stock (AAPL) declining by 0.76% to close at $260.36, and a 1-year performance of 7.49% [4] - Nvidia Corporation remains the leader in market valuation with a capitalization of $4.59 trillion, driven by strong demand for its GPUs amid the AI boom [4] - Alphabet's growth in market value is supported by the increasing adoption of its generative AI platform, Gemini, and its ownership of Waymo, a key player in the U.S. robotaxi market [4] Company Performance - Alphabet's market capitalization is $3.88 trillion, with 12.07 billion shares outstanding [4] - The stock performance of Alphabet has significantly outperformed many peers, achieving a 64.73% return over the past year [4] - Apple has 14.78 billion shares outstanding, with a 1-year stock performance of 7.49% [4] - Nvidia has 24.3 billion shares outstanding, with a stock increase of 25.32% over the past year [4] Market Dynamics - The tech industry's valuation leaderboard has seen a major reshuffle, with Alphabet overtaking Apple [4] - The rise in Alphabet's market value is attributed to the success of its generative AI platform and its commercial robotaxi services through Waymo [4] - Nvidia's strong market position is fueled by the demand for GPUs, particularly in the context of the AI boom [4]

STATE OF THE MARKETSGIFT Nifty (Earlier SGX Nifty) signals a negative startGIFT Nifty on the NSE IX traded lower by 40 points, or 0.15 per cent, at 26,186.50, signaling that Dalal Street was headed for a negative start on Thursday.Tech View: In the near term, the trend is likely to remain sluggish, with the range placed between 26000 and 26300. Any decisive fall below 26000 may trigger further weakness. On the other hand, a decisive move above 26300 would require for a directional upmove in the Nifty.India ...

The S&P 500 has ended ‍lower, pulled down by declines in JPMorgan, Blackstone and other financials, while Nvidia and Alphabet lifted the Nasdaq as investors shifted towards AI-related stocks. ...