In just three days, the US scholarship attended a rare show: eight of the largest technological companies saw their capitalization jump by $ 420 billion. A lightning movement that repositions Google at the center of the game and confirms how much the regulatory decisions and advances in artificial intelligence now influence Wall Street.
In short
- In three days, the Big Tech added $ 420 billion on the stock market, carried by the favorable decision of Mehta judge in the Google antitrust case.
- Broadcom shone thanks to a major AI agreement, while Google and Apple consolidated their position at the heart of Wall Street.
- Nvidia and Microsoft fell back, but Tesla surprised with a rebound supported by the Elon Musk remuneration plan and its ambitions in AI.
Google, a rebound engine on the stock market
The decision of the judge Amit Mehta in the Google antitrust case sparked a positive shock wave on the markets and highlights Google research on the same which has aroused persistent curiosity. Instead of dismantling the giant or imposing drastic measures, the court simply demanded that Google share certain research data with its competitors.
Result: alphabet actions jumped 9 % in one day, propelling the company to a bullish trajectory on the stock market. Apple also took advantage of this outcome, because its strategic agreement with Google, which ensures alphabet the default engine space on iPhone, remains intact.
On the stock market, this regulatory clarity was enough to dispel a “black cloud” which weighed on the Big Tech. Investors interpreted the decision as an implicit green light for the continuation of their economic models, thus doping confidence and courses.
Broadcom and AI: the stock market rewards innovation
Beyond Google and Apple, another actor shone: Broadcom. The semiconductor manufacturer has announced an agreement estimated at $ 10 billion with a mysterious customer, which many analysts identify as Openai.
This announcement propelled the Broadcom action From 13 % in a week, adding billions to its already colossal capitalization. In one year, the title jumped 120 %, a rare pace in the stock market universe for a company of this size.
The markets have understood this: AI is no longer a promise, but a tangible dynamic that redirects the value of tech giants. In this race, the scholarship becomes a thermometer of the rapid adoption of generative AI technologies, with Google, Meta, Apple and now Broadcom at the center.
Nvidia, Microsoft and Tesla: contrasts
While some accumulated billions, others tripped. Nvidia lost 4 % over the week, chaining a fourth consecutive decline. A paradox, since the company remains the most valued in the world with more than $ 4,000 billion.
Microsoft followed a similar trajectory, displaying a fifth week of decline despite solid fundamentals. Investors seem to take their profits after a flamboyant 2024 year.
Contrely, Tesla surprised by recording a 5 %rebound. The project to restore the gigantic Elon Musk's remuneration plan, of a potential value of $ 1,000 billion, rekindled the enthusiasm of the markets, especially around the ambitions of the company in the AI and the automobile. A daring strategy which, if it succeeds, could almost double the capitalization of the company to reach 2,000 billion.
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