Alphabet (GOOG) is the real winner of AI – here’s why

Group 1: Alphabet and AI Strategy - Alphabet is producing its own chips, which may position the company as a significant player in the AI sector, potentially surpassing NVIDIA in the long run [1] - The strategy of vertical integration allows Alphabet to control the entire AI stack, including custom chips, Search, YouTube, and Cloud infrastructure, which could enhance its dominance in AI economics [1] Group 2: ASX Market Dynamics - The ASX has experienced a significant selloff, resulting in a loss of $40 billion in market value [2] - Macquarie Asset Management has made a notable $11.6 billion takeover bid for Qube Holdings, offering $5.20 per share, which led to a 19.4% increase in Qube's share price [2] Group 3: Fixed Income Insights - A deep dive into bond ETFs compares passive and active options, discussing their risk levels and the appropriate conditions for ownership [2] - The Future Fund is shifting its strategy by selling fixed-rate bonds and investing in gold, indicating a response to ongoing market uncertainties [2]