COMPANY
Alphabet
GOOGL:US
Primary coverage by Dan Salmon
Research
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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
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GOOGL: Cloud Next’s most important theme – a reinvigorated push into EnterpriseApril 23, 2026 — Dan Salmon
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CLIENT CALL SLIDES - Updated AI ROICs for GOOGL, AMZN and META: everyone lower as higher AI capex flows throughApril 15, 2026 — Dan Salmon
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