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Active options: GOOGL META CRWV ORCL RIVN GOOG HOOD MARA IREN AVGO
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Amazon launches Trainium3 chip to compete with Nvidia and Google
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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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Alphabet could see billions in added revenue from TPU sales, Morgan Stanley says
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Alphabet (GOOGL) 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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Mega-cap growth hinges on these 3 Magnificent 7 members, says Citi
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Amazon 2025 re:Invent preview
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Alphabet (GOOGL) removed from top picks at Hedgeye following run-up
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Macquarie says AI isn't a bubble as demand still far outstrips supply
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Workday (WDAY) An Attractive Opportunity for Capital Appreciation - Citizens
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Nvidia makes statement amid Google competition, says 'NVIDIA is a generation ahead'
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Buy the dip? Analysts argue Nvidia and AMD still key as AI winner remains unclear
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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'
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DA Davidson Reiterates Neutral Rating on Alphabet (GOOGL) Following Reports Meta in Talks to Buy TPUs
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Wedbush's Ives lists top 10 tech stocks to own into year-end
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Nvidia set to lose $180 billion in market value today as Meta weighs Google chips
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Alphabet setting up for $4 trillion market cap as AI momentum continues
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Meta Platforms (META) in talks to spend billions on Google's chips - The Information
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Meta in talks with Google over use of its TPU chips in 2027 - The Information
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Broadcom stock surges 10% as Google AI success boosts supplier outlook
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Google's Gemini 3 advances shake up AI competitive landscape
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BNP Paribas Exane Starts Alphabet (GOOGL) at Outperform
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Alphabet's (GOOGL) Waymo Leading Autonomous Vehicle Development - Citizens
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Alphabet outperforms, Mizuho says Google 'already won the AI game'
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Google: DoJ's proposal to break up Google Ad Manager is unworkable & would create significant uncertainty, disruption for advertisers and publishers
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Alphabet (GOOGL) offering voluntary buyouts to UK employees - Business Insider
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Nvidia gives back big early gains despite Huang dismissing AI bubble concerns
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Waymo expands autonomous ride-hailing service to three new cities
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Active options: GOOGL NVDA GOOG AMZN TSLA AAPL AMD TGT META
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Alphabet's (GOOGL) Gemini 3 Deserves 'Top Overall Spot in Our Model Rankings' - DA Davidson
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KeyBanc on Alphabet (GOOGL): 'The Full Stack Advantage Is Bearing Fruit'
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EU to delay 'high risk' AI rules until 2027 after Big Tech pushback
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Google launches Gemini 3 AI model with immediate search integration
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TD Cowen Shares Thoughts On New Google AI Travel Features
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KeyBanc: 'Google's AI Travel Announcement Pressures OTAs'
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Loop Capital upgrades Alphabet as AI enthusiasm 'obliterates' the wall of worry
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Evercore ISI Reiterates Outperform Rating on Expedia (EXPE) Post Investor Meet
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Loop Capital Upgrades Alphabet (GOOGL) to Buy
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Alphabet (GOOGL) call put ratio 2.3 calls to 1 put as share price up 2.3%
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Google expands AI travel tools with global flight deals feature
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Boaz Weinstein's Saba Cap Sold Credit Default Swaps On Oracle, Microsoft, Meta, Amazon, And Alphabet - Reuters
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Berkshire Hathaway buys Google shares, sells more Apple
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Google plans $40B Texas data center investment through 2027
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Alphabet (GOOGL) call put ratio 1.9 calls to 1 put
