Zaveckas Laurynas @Bladke: "Market recap: $GOOG $GOOGL Alphabet shares..."

United Kingdom

Market recap: $GOOG (Alphabet) $GOOGL (Alphabet Inc Class A) Alphabet shares rose today as investor optimism around its AI strategy strengthened, boosted further by reports that Meta Platforms may adopt Google’s TPU chips — a development that could significantly scale Alphabet’s cloud hardware operations. This development reshapes the competitive landscape in AI hardware. Alphabet is evolving from primarily a cloud and AI-services provider into a central player in AI infrastructure — potentially unlocking a new, high-margin revenue stream. Alphabet’s rally boosted overall tech sentiment, adding to $NSDQ100 strength — particularly as expectations for rate cuts begin to pick up again. $NVDA (NVIDIA Corporation) Nvidia faced selling pressure as worries grew that Google’s custom AI chips might reduce future demand for Nvidia GPUs. This changing dynamic in the AI chip landscape is weighing on Nvidia’s stock, despite the company’s recent strong earnings performance. Despite Nvidia’s record-setting data-center revenue, investors are beginning to question the long-term dominance of GPU-driven AI infrastructure — potentially tempering growth expectations going forward. Weakness in Nvidia introduces volatility into tech indices — particularly those heavily weighted in semiconductors — but it could also present a buying opportunity for investors who expect GPU demand to recover. $BA (Boeing) Boeing surged after securing substantial new defense contracts — highlighted by a major Army procurement of helicopters and training simulators, along with an Air Force agreement for aerial refueling tankers. Following months of underperformance and challenges from regulatory and production issues, this defense contract win indicates renewed confidence in Boeing’s defense segment, potentially helping to balance out struggles in other areas. Boeing’s gains gave the $DJ30 a lift today, providing a boost to one of the underperforming large-cap industrial stocks. Markets are finding direction again! 📈 Rate‑cut hopes, strong corporate results, and tech innovation are fueling momentum across sectors. Stay focused, keep learning, and remember — opportunity often appears when others hesitate. $SPX500