Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Google is doubling down on the future of shopping—and it involves bots doing the buying.</li><li>Last week, the company launched "Gemini Enterprise for Customer Experience," a suite of AI agent tools designed specifically for retailers.</li><li>These AI agents can help shoppers discover products, offer customer support, and even place orders—all through natural language interactions.</li></ul>

Google is doubling down on the future of shopping—and it involves bots doing the buying.Last week, the company launched "Gemini Enterprise for Customer Experience," a suite of AI agent tools designed specifically for retailers.These AI agents can help shoppers discover products, offer customer support, and even place orders—all through natural language interactions.

Alphabet Just Launched AI Shopping Agents—Retail Will Never Be the Same!

<ul><li>Alphabet Inc. has made a bold move by announcing its intent to acquire clean energy developer Intersect Power LLC in a cash-and-debt transaction valued at $4.75 billion.</li><li>The timing of this acquisition reflects the company’s urgency to address mounting energy demands from its expanding AI infrastructure.</li><li>In Q3 2025, Alphabet emphasized its rising capital intensity tied to artificial intelligence and large-scale data center buildouts.</li></ul>

Alphabet Inc. has made a bold move by announcing its intent to acquire clean energy developer Intersect Power LLC in a cash-and-debt transaction valued at $4.75 billion.The timing of this acquisition reflects the company’s urgency to address mounting energy demands from its expanding AI infrastructure.In Q3 2025, Alphabet emphasized its rising capital intensity tied to artificial intelligence and large-scale data center buildouts.

Alphabet Quietly Bought a Power Developer—And It Changes Everything!

Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

Shenton Research

Shenton Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Thematic (Sector/Industry)

<ul>
<li>We tracked AI models, infrastructure, and funding this week: DeepSeek raised V4 pricing, while Anthropic showed profit before listing.</li>
<li>China labs pushed pricing, agents, and device subscriptions; US labs added OpenAI Ultrafast, Gemini Flash, Meta Glimmer, and Grok releases.</li>
<li>Nvidia lined up financing platforms, Anthropic signed compute capacity, DayOne filed for a US IPO, and OpenRouter revenue shifted toward Anthropic.</li>
</ul>


We tracked AI models, infrastructure, and funding this week: DeepSeek raised V4 pricing, while Anthropic showed profit before listing.
China labs pushed pricing, agents, and device subscriptions; US labs added OpenAI Ultrafast, Gemini Flash, Meta Glimmer, and Grok releases.
Nvidia lined up financing platforms, Anthropic signed compute capacity, DayOne filed for a US IPO, and OpenRouter revenue shifted toward Anthropic.


This Week in AI (Aug 9-15): DeepSeek Hikes V4 Prices; Anthropic Shows Profit Before Listing

Smartkarma AI Primers, Smartkarma

αSK Primers

Smartkarma AI Primers

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

<ul>
  <li>
<a href="https://smartkarma.com/entities/alphabet-inc">Alphabet </a>maintains a dominant position in the digital advertising market through its Google Search and YouTube platforms, which continue to be the primary revenue and profit drivers for the company.</li>
  <li>Strategic investments in Google Cloud and Artificial Intelligence (notably the Gemini models) are positioned as the next major growth engines, aiming to diversify revenue streams and compete with other technology giants.</li>
  <li>The company faces significant and growing regulatory scrutiny globally, particularly concerning antitrust issues in its advertising and search businesses, which poses a material risk to its operations and future growth.</li>
</ul><p><em>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.</em></p>


  
Alphabet maintains a dominant position in the digital advertising market through its Google Search and YouTube platforms, which continue to be the primary revenue and profit drivers for the company.
  Strategic investments in Google Cloud and Artificial Intelligence (notably the Gemini models) are positioned as the next major growth engines, aiming to diversify revenue streams and compete with other technology giants.
  The company faces significant and growing regulatory scrutiny globally, particularly concerning antitrust issues in its advertising and search businesses, which poses a material risk to its operations and future growth.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

<ul><li>Alphabet Inc. is redefining the AI race.</li><li>In just one year, the company has turned investor fears of regulatory pressure and AI disruption into an explosive rally, with nearly 90% stock gains driven equally by earnings growth and multiple expansion.</li><li>At the core of this resurgence lies the successful launch of Gemini 3—Alphabet’s newest large language model featuring advanced tools like Deep Think and generative interfaces—alongside four consecutive earnings beats and an unprecedented operating margin expansion.</li></ul>

Alphabet Inc. is redefining the AI race.In just one year, the company has turned investor fears of regulatory pressure and AI disruption into an explosive rally, with nearly 90% stock gains driven equally by earnings growth and multiple expansion.At the core of this resurgence lies the successful launch of Gemini 3—Alphabet’s newest large language model featuring advanced tools like Deep Think and generative interfaces—alongside four consecutive earnings beats and an unprecedented operating margin expansion.

Google’s Bold AI Leap: Gemini 3 Gains, Surging Profits, and Meta’s Billion-Dollar TPU Bet!

United States

Alphabet Inc. operates as a holding company. The Company, through its subsidiaries, provides web-based search, advertisements, maps, software applications, mobile operating systems, consumer content, enterprise solutions, commerce, and hardware products.

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Alphabet (GOOGL US)

Alphabet Just Launched AI Shopping Agents—Retail Will Never Be the Same!

Google is doubling down on the future of shopping—and it involves bots doing the buying. Last week, the company launched "Gemini Enterprise for...

Baptista Research

Alphabet Quietly Bought a Power Developer—And It Changes Everything!

Alphabet Inc. has made a bold move by announcing its intent to acquire clean energy developer Intersect Power LLC in a cash-and-debt transaction...

Baptista Research

This Week in AI (Aug 9-15): DeepSeek Hikes V4 Prices; Anthropic Shows Profit Before Listing

This week in AI: DeepSeek raised V4 pricing; Anthropic showed profit before listing; Nvidia financed data centers, and DayOne filed.

Ke Yan, CFA, FRM

Primer: Alphabet (GOOGL US) - Dec 2025

Alphabet maintains a dominant position in the digital advertising market through its Google Search and YouTube platforms, which continue to be...

αSK Primers

Google’s Bold AI Leap: Gemini 3 Gains, Surging Profits, and Meta’s Billion-Dollar TPU Bet!

Alphabet Inc. is redefining the AI race. In just one year, the company has turned investor fears of regulatory pressure and AI disruption into an...

Baptista Research

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