According to @CNBC, Pivotal Research says the success of Google's Gemini could drive Alphabet (GOOGL) shares to $400, giving traders a clear upside price target to watch, source: @CNBC. According to @CNBC, the note also expects OpenAI to cut capital expenditures, highlighting a potential downshift in AI infrastructure spending that equity desks may factor into positioning, source: @CNBC. According to @CNBC, the report does not reference cryptocurrencies, indicating no direct token-specific impact was cited, source: @CNBC.