According to @caprioleio, GOOG is surging because Google now leads in AI after leapfrogging OpenAI, backed by world-class custom chip and quantum computing teams, with META reportedly wanting Google’s chips, positioning AI plus Quantum as a powerful execution barbell for Google, source: @caprioleio on X, Nov 25, 2025. For traders, this thesis highlights momentum continuation risk in GOOG and relative strength potential among AI mega-cap equities tied to custom silicon and quantum roadmaps, source: @caprioleio on X, Nov 25, 2025. Crypto market angle: traders can monitor whether Big Tech AI leadership narratives act as sentiment catalysts for AI-themed crypto assets, using this author-cited catalyst as a watch trigger, source: @caprioleio on X, Nov 25, 2025.

According to @StockMKTNewz, a wide group of U.S. stocks printed intraday 52-week highs today, including Google (GOOG), Apple (AAPL), Eli Lilly (LLY), Johnson & Johnson (JNJ), Zoom (ZM), General Motors (GM), Macy’s (M), Medtronic (MDT), Agilent (A), API Group (APG), Arrowhead (ARWR), Amentum (AMTM), AstraZeneca (AZN), Barrick Mining ($B as cited), and Cardinal… (source: @StockMKTNewz). The list spans technology, healthcare, consumer, industrials, and materials, indicating cross-sector participation in new-highs activity today; the source noted these were highs reached “at some point today,” without catalysts, price levels, or close confirmation (source: @StockMKTNewz). No cryptocurrency tickers or BTC/ETH market implications were cited by the source (source: @StockMKTNewz).

According to @garyblack00, NVDA is down 3.5% pre-market after reports that META is in talks to spend billions on Google’s new TPU AI chips for 2027 data center deployments (source: @garyblack00). According to @garyblack00, the potential agreement would establish TPUs as a viable alternative to Nvidia’s GPUs that currently power leading AI platforms from Meta to OpenAI, implying rising competitive pressure on NVDA’s AI compute dominance (source: @garyblack00). According to @garyblack00, GOOG is up 4.2% pre-market after announcing last month a deal to supply up to 1 million chips to Anthropic, underscoring longer-term headwinds to Nvidia’s market position as customers diversify AI hardware suppliers (source: @garyblack00).

According to @garyblack00, the next major TSLA catalyst is removing safety monitors from roughly 150 Robotaxis, a step he says would signal imminent scale-up with Elon Musk targeting Austin, Texas by year-end (source: @garyblack00). Community FSD tracking shows v14.x nearing ~4,000 miles per critical disengagement, about 10x v13.x across ~1,100 participants, highlighting improving reliability for trading models and risk assessment (source: teslafsdtracker.com; @garyblack00). He adds that other players including BIDU, PONY, WRD, and GOOG may reach unsupervised autonomy, and he states GOOG is already operating at that level in certain contexts, which could shape relative positioning trades across AV equities (source: @garyblack00). For traders, the concrete triggers to watch are confirmed removal of safety monitors in Austin and sustained v14.x reliability gains as tracked by the community dataset, which he frames as indicators of scale-up readiness (source: @garyblack00; teslafsdtracker.com). Crypto market impact: the source provides no direct crypto linkage (source: @garyblack00).