Wedbush analysts argue that Google Search's perceived structural risks are overstated, citing Alphabet's competitive advantages such as unmatched data breadth, a massive user base, AI-optimized infrastructure, access to top engineering talent, and effective monetization. They also suggest potential catalysts to ease investor concerns, including improved communication about the search generative experience business model and more aggressive cost reengineering.

Wedbush maintained its outperform rating for Apple based on the sustained demand for iPhone 15. Other 28 surveyed analysts by FactSet also shared buy or overweight ratings adding to a positive outlook for Apple's stock performance amid strong sales.