Nvidia Shares Drop on Report of Google Challenge

Shares of Nvidia slumped as much as 2.7% in after-hours trading. 

Google’s owner Alphabet Inc. gained 2.7%, adding to a recent surge on optimism over the latest version of its Gemini AI model.

Google previously sealed a deal to supply up to 1 million of its chips to Anthropic PBC, drawing attention to the potential for long-term challenges to Nvidia’s dominant market position.

Bloomberg November 25, 2025

https://www.bloomberg.com/news/articles/2025-11-25/alphabet-gains-on-report-that-meta-will-use-its-ai-chips


Alphabet is up 35% since mid-October, adding nearly $1 trillion in value over that time. 

Gains this year have left the Google parent about $590 billion away from Nvidia’s $4.4 trillion market cap, as of Monday’s close.

https://www.bloomberg.com/news/articles/2025-11-25/alphabet-s-rally-threatens-world-s-most-valuable-stock-standings





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