COMPANY
Alphabet
GOOGL:US
Primary coverage by Dan Salmon
Research
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GOOGL: Frontier AI winner confirmed, but some near-term EPS riskFebruary 10, 2026 — Dan Salmon
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GOOGL: Search, Cloud, Capex all well above expectations as AI ambitions expandFebruary 4, 2026 — Dan Salmon
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Ad Tech Exec Lunch Recap: -ve for TTD, +ve for AMZN Cloud + Ads (+ more on APP/LFTO, PINS, HoldCos, RDDT, CRTO)January 20, 2026 — Dan Salmon
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CLIENT CALL SLIDES: Latest AI Capex and Cloud Revenue OutlookJanuary 16, 2026 — Dan Salmon
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GOOGL/AMZN: Updated OpenAI & Anthropic contributions for AWS & GCPJanuary 15, 2026 — Dan Salmon
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