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Is there an AI bubble? Or are there more than one?
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Alphabet's (GOOGL) Ads in Gemini Compelling New Revenue Stream - Cantor Fitzgerald
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Alphabet's (GOOGL) YouTube Global Leader in Time Spent - Citizens
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Mizuho Starts Rigetti Computing Inc. (RGTI) at Outperform
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Alphabet (GOOGL) PT Raised to $365 at Piper Sandler
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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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Alphabet (GOOGL) 'Understands the Power of Distribution' - Citizens
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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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AI infrastructure bubble won’t burst until 2027, Northland predicts
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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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Alphabet's (GOOGL)n Ads Launch, User Experience Awaited - Citizens
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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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Active options: GOOGL AMZN HOOD ORCL RIVN AVGO GOOG COIN MSFT
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Alphabet (GOOGL) PT Raised at Truist on 'Higher Advertising Revenues'
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Truist: Holiday Season on Track for Record Levels; AMZN, GOOGL, META, RDDT & ETSY Poised to Benefit
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Alphabet (GOOGL) PT Raised to $400 at Pivotal Research
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Alphabet (GOOG) PT Raised to Street High $400 at Pivotal Research
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Active options: PATH GOOGL AMD MSTR HOOD VALE SOFI ORCL SNOW CRM MSFT
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Data Center Firm Fluidstack In Talks For $7 Billion Valuation - Bloomberg
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Active options: GOOGL MRVL AMD PLTR HOOD IREN NIO GOOG META SOFI WULF MARA
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Active options: GOOGL PLTR IREN AVGO META NIO GOOG CRWD BMNR ONDS
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Alphabet (GOOGL) 'Shares Could See Some Digestion Near Term' - Cantor Fitzgerald
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Active options: GOOGL META CRWV ORCL RIVN GOOG HOOD MARA IREN AVGO
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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'
