Mark Mahaney, Evercore ISI head of internet research, joins 'Fast Money' to talk Meta and Google following the two mega-cap tech stocks earnings results'.

In a report released yesterday, Mark Mahaney from Evercore ISI maintained a Buy rating on Alphabet Class A (GOOGL – Research Report), with a ...

Evercore ISI’s Mark Mahaney and Odyssey’s Jason Snipe, join 'Closing Bell' to discuss Amazon ahead of earnings, Big Tech's ...

In a report released yesterday, Mark Mahaney from Evercore ISI maintained a Buy rating on Spotify Technology SA (SPOT – Research Report), with ...

This week's earnings reports from tech giants Alphabet (GOOG, GOOGL) and Amazon (AMZN) will be key in understanding the ...

One thing analysts called out in their first-look notes on Alphabet's results was that the company's $75 billion capital-expense forecast came in higher than what many were modeling. The target was ...

Management announced a reinstated quarterly dividend of $0.40 per share, beginning in March 2025, and reaffirmed a focus on opportunistic share repurchases, with $3.2 billion remaining under ...

Mark Mahaney, Evercore ISI: Asked about 2025 CapEx and AWS supply constraints. Jassy stated annualized CapEx of $26.3 billion in Q4 will likely continue in 2025, primarily driven by AI investments. He ...

Uber CEO says AV industry and Uber must come together for successful commercialisation of self-driving vehicles.

Mark Mahaney, managing director and head of internet research at Evercore ISI, joins Morning Brief to examine the Magnificent Seven trade, highlighting artificial intelligence (AI) investment ...

With expectations running high, the company has seen a flurry of price target updates, with most analysts maintaining a bullish outlook.

Meta CEO Mark Zuckerberg reportedly weighed in earlier this week on leaks coming from internal company all-hands meetings, ...