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RBC: Unlikely Alphabet Attempting to Enter Real Estate Portal Space
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Oppenheimer on Synaptics (SYNA): 'We see the Google partnership and early edge-AI design activity as the most notable catalyst in the next 12–18 months'
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Keybanc on Zillow Group, Inc. (ZG): 'We Believe Zillow Will Pass Google's Real Estate Test'
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BTIG: 'Placement of the new carousel raises concerns'
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OpenaAI: hires Albert Lee from Google
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RBC Capital on Zillow Group (ZG): 'Headline negative but fundamental impact less likely'
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OpenAI Hires an Executive from Google to Lead M&A - The Information
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Zillow stock falls as Google tests new real estate ad format
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Goldman Sachs on Zillow Group (ZG) Amid Potential Alphabet (GOOGL) Encroachment, Lists Implications to ZG
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Jefferies turns more bullish on semi cap names. Here’s its top pick
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Alphabet (GOOGL) On Watch Amid Circulating Comments
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Alphabet (GOOG) PT Raised to $350 at TD Cowen, Reflecting Search Estimate Boost
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Google faces EU fine next year for favoring own services - Reuters
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Walt Disney (DIS) Disney sends cease-and-desist letter to Google - CNBC
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Is there an AI bubble? Or are there more than one?
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Mizuho Starts Rigetti Computing Inc. (RGTI) at Outperform
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Alphabet (GOOGL): 'Google names new chief of AI infrastructure buildout' - Semafor
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Google faces potential EU fine over Play Store compliance issues - Reuters
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Google Set To Be Hit With Eu Fine Over Google Play Breaches Of EU Rules - Reuters
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Google Gemini gaining ground on ChatGPT in AI chatbot race
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Google Cloud wins AI contract for U.S. Department of War personnel
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These 2 names are leading U.S. AV adoption, Morgan Stanley says
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Active options: GOOGL AMD AMZN PLTR AVGO MSTR META MSFT HOOD ONDS CVNA ORCL IREN
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Warby Parker (WRBY): first AI glasses developed with Google to launch in 2026
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Google Tells Advertisers It'll Bring Ads to Gemini in 2026 - Adweek
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Cadent partners with Google Cloud to deploy AI across advertising operations
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New data shows Gemini app momentum continues
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BNY integrates Google Cloud's Gemini Enterprise into Eliza AI platform
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Committee on Homeland Security: investigating apps potentially hosted by Google that enable users to anonymously report, track federal law enforcement movement
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Alphabet (GOOG) PT Raised to Street High $400 at Pivotal Research
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Amazon launches Trainium3 chip to compete with Nvidia and Google
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Active options: GOOG CRWV ORCL SOFI MDB META AVGO IREN BMNR CRDO
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OpenAI Developing ‘Garlic’ Model to Counter Google’s Recent Gains - The Information
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Northland Starts Synaptics (SYNA) at Outperform
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Active options: NVDA TSLA MSTR AAPL AMZN AMD INTC GOOGL PLTR RIVN META SOFI HOOD GOOG AVGO BMNR MARA CORZ GME
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Alphabet could see billions in added revenue from TPU sales, Morgan Stanley says
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Alphabet (GOOG) PT Raised to $375 at Guggenheim
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Seaport Global Securities Reiterates Sell Rating on NVIDIA (NVDA), PT $140, 'We see Nvidia facing growing competitive pressure'
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Fintech stocks: Who are the winners and losers in the Agentic landscape?
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Alphabet (GOOG) call put ratio 1.1 calls to 1 put as share price down 1.2%
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Alphabet (GOOG) call put ratio 1.1 calls to 1 put as share price near record high
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Active options: META MSTR SOFI NU AVGO NFLX GOOG BULL MSFT CRWV MARA INTC
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Active options: GOOG PLTR MSTR ORCL SOFI MSFT AVGO FHN NFLX BABA SMCI MARA HOOD
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Alphabet (GOOG) call put ratio 1.7 calls to 1 put on active option volume as share price trades near record high
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Nvidia makes statement amid Google competition, says 'NVIDIA is a generation ahead'
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Mizuho's Rakesh: 'TPUs to Anthropic & META - Positive AVGO! But NVDA Still the King'
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Mizuho TMT Desk: 'Active managers can no longer sit back and fight the narrative and watch their returns be negatively impacted'
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'AI Race Simply Not Won or Lost in Nov 2025' - Mizuho TMT specialist Klein
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BofA: 'TPU intensifies competitive race, but in a rising tide, Buy NVDA, AVGO, AMD'
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Bernstein on AMD (AMD): 'the news feels incrementally negative to the AMD narrative'
