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Rosenblatt Opens Coverage on Alphabet and Amazon With Twin Buys, Anchoring Bull Case in Cloud and AI Monetization

The research house initiates on both hyperscalers with positive ratings, arguing cloud infrastructure demand and AI workload conversion remain underpriced relative to consensus capex anxiety.

Rosenblatt launched coverage of Alphabet and Amazon with buy ratings, citing cloud momentum and AI-driven growth. The dual initiation frames the megacap AI debate as a monetization story rather than a capital-spending overhang.

SPECIAL REPORTBULLISH20 Aug 2026

AI & SemiconductorsGOOGL AMZN ENS NDXRead report →

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