Jefferies & Alphabet Inc.
7 shared events · Importance 3 · Last updated Aug 23, 2026
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Business
Jefferies: Jefferies projects 48% annualized earnings growth for AI-related S&P 500 companies through 2027, highlighting the AI capex cycle.
Alphabet Inc.: Alphabet Inc.'s cloud revenues grew 38% year-on-year, reflecting strong AI demand. The company is a major hyperscaler investing in AI infrastructure.
Aug 05, 2026 · 65 articles
Tech
Jefferies: Bong Go removed Bitcoin allocation from model portfolio citing quantum existential threat.
Alphabet Inc.: Google's research suggested quantum computers could break encryption by 2029, accelerating industry concern.
Jul 08, 2026 · 21 articles
unfocused
Jefferies: Raj Kumar Goyal, chief European economist at Jefferies, commented on the market's need for an agreement to reopen the Strait of Hormuz.
Alphabet Inc.: Alphabet Inc. is raising $80 billion in cash to fund its AI investments, but its stock fell due to concerns about whether AI can produce sufficient profits to justify the massive investment.
May 19, 2026 · 199 articles
Business
Jefferies: Jefferies strategists commented on the AI theme, noting its underpinning by strong earnings despite concentration risks and rising volatility.
Alphabet Inc.: Alphabet Inc.>>>'s Google is mentioned as a rival to OpenAI>>>, though concerns about competition have been brushed aside by investors.
Jun 01, 2026 · 32 articles
International
Jefferies: Jefferies is a bank, affected by market volatility but not central.
Alphabet Inc.: Alphabet is a tech giant, not directly affected.
Jun 16, 2026 · 349 articles
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