COMPANY
Alphabet
GOOGL:US
Primary coverage by Dan Salmon
Research
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GOOGL: New AI search ad formats are the standout from GML (+ read throughs for META, PINS, SNAP, TikTok)May 21, 2026 — Dan Salmon
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GOOGL: I/O delivers vs expectations – can GML bring monetization upside? (+ read throughs for SHOP, AMZN, META, SNAP)May 20, 2026 — Dan Salmon
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GOOGL: #1 AI stack & multiple ROIC drivers support premium valuationMay 2, 2026 — Dan Salmon
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GOOGL: Search still humming, GCP rising for this consensus AI winnerApril 29, 2026 — Dan Salmon
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OpenAI & MSFT Split: Implications for AMZN/AWS and GOOGL/GCPApril 28, 2026 — Dan Salmon
Events
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10InternetJune 10, 2026 — VirtualHosted by Dan SalmonEvent Details -
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