Straight from Benzinga newsdesk, hosts Brent Slava and Michael O'Connor bring you the market news and stocks to watch.

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$GOOGL $ROKU $RBLX $ABNB $ULTA

• Alphabet (GOOGL) - A play on potential impacts to Google's search engine performance amid competitor integration of conversational artificial intelligence (AI) platforms. Analysts at Morgan Stanley Thursday morning warned "a deeper than expected AI integration speaks to higher incremental cost risk [for Google], as we see every 10% of searches moving to language models adding about $1.2 billion of operating expenses."
• Roku (ROKU) - The company will report quarterly results on Wednesday after market close. Analysts expect the company to report a loss of $1.72 per share on sales of about $810 million.
• Roblox (RBLX) - Expected to issue its monthly user figures over the next week, likely on Tuesday or Wednesday. Roblox reporting its monthly figures has been a catalyst for price action in the stock for the last year or so.
• Airbnb (ABNB) - Will report quarterly results on Tuesday after market close.
• Ulta Beauty (ULTA) - A top pick by analysts at Oppenheimer. The analysts noted Ulta share's historical weakness following the company's earnings reports -- even when the company beats estimates. Oppenheimer said, "We would be positioned to take advantage of any weakness associated with potentially conservative guidance" following the company's next earnings report, expected during the first full week of March.

Hosts:

Brent Slava Reach out to Brent at [email protected]

Sr. Reporter, Head of Benzinga Newsdesk

Michael O'Connor Reach out to Michael at [email protected]

Benzinga Strategy Development

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