According to @CNBC, MoffettNathanson said Alphabet may become the biggest company in the world thanks to its edge in AI, flagging a bullish structural narrative for Google’s AI monetization path and market share leadership. Source: CNBC. Equity traders can treat this as a catalyst to monitor relative strength and potential multiple expansion in GOOGL and GOOG versus mega-cap AI peers on the headline and subsequent research follow-through. Source: CNBC. For crypto markets, stronger AI equity narratives can lift risk appetite and spill over into AI-adjacent crypto themes; monitor sentiment and liquidity impact on majors like BTC and ETH during U.S. tech-led risk-on sessions tied to AI headlines. Source: CNBC.