Morgan Stanley notes I/O 2026 showcased new, more efficient models, along with agentic offerings across commerce, travel and daily life. At the event, Google introduced its personal agent, known as Gemini Spark, which will roll out across the Gemini app that now has 900M-plus monthly active users, Search, Gmail, Google Calendar, Google Drive and other Google apps, notes the analyst, who adds “agentic sparks are set to fly with GOOGL lighting the torch.” The firm keeps an Overweight rating and $375 price target on Alphabet (GOOG) (GOOGL) shares following the I/O kickoff.
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