Ge Long Hui A P P·2025-12-08 01:37Core Insights - The sentiment on Wall Street regarding AI-related companies is shifting, with OpenAI losing its edge and Alphabet emerging as a strong competitor [1] - OpenAI is facing scrutiny over its profitability and the need for rapid growth to meet substantial spending commitments, while Alphabet benefits from robust cash flow and diverse business operations [1][2] Company Performance - Stocks related to OpenAI, including Oracle, CoreWeave, and AMD, are experiencing significant sell-off pressure, while Alphabet's growth is boosting its stock price and that of related companies like Broadcom, Lumentum, Celestica, and TTM Technologies [1] - A basket of companies associated with OpenAI saw a 74% increase by 2025, but this is overshadowed by the 146% rise of stocks related to Alphabet [1] Market Trends - The Nasdaq 100 index, primarily composed of tech stocks, has risen by 22% [1] - The rapid shift in market sentiment is notable, as OpenAI previously drove significant stock price increases for related companies, but is now seen as a liability [2]