Is This Trillion-Dollar Giant a Threat to Nvidia and AMD?

Alphabet's TPUs are becoming one of the biggest bearish theses around AI semiconductor companies.In today's video, I discuss recent updates affecting Nvidia (NVDA +1.60%) and other artificial intelligence stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below.*Stock prices used were the after-market prices of Nov. 25, 2025. The video was published on Nov. 25, 2025. ...