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Alphabet's Q2 earnings preview highlights a massive Anthropic stake markup (~$135B) potentially tripling EPS estimates. Investors should focus on Google Cloud's 63% growth, supply constraints, and ba…
BofA reiterates Buy on Alphabet ahead of Q2 earnings, raising EPS estimate to $8.38 due to $80B Anthropic stake revaluation. Cloud growth estimate raised to 70%, Search to 17%. Price target $430.
Wedgewood Partners' Q2 2026 letter praises Amazon's rational capex growth, 17% revenue and 30% operating income growth, plus a valuable Anthropic stake, calling shares undervalued despite depressed m…
Wedgewood Partners' Q2 2026 letter praises Amazon's strong revenue and operating income growth, rational capex reinvestment, and undervalued stock, citing Anthropic stake as a hedge against DRAM pric…
Wedgewood Partners praised Alphabet as a top Q2 2026 contributor, citing 19% Search growth, 63% Cloud growth, 30% operating income growth, and strong returns on capital plus valuable stakes in SpaceX…