WS #12225
Alphabet shares fell ~4% after Bloomberg reported Gemini 3.5 Pro is months behind schedule, with coding capabilities short of internal targets, pressuring GOOGL and the broader tech sector. Tech-led selloff spreads beyond semiconductors to AI infrastructure, electrical components, and power management stocks, with TSMC's capex increase adding pressure. Trump Media announced a paid API (Truth API) providing millisecond-advantage access to Trump's Truth Social posts for institutional traders, creating a new revenue stream for DJT. Nvidia CEO Jensen Huang denied Vera Rubin delays, stating production is already at 'gigantic' volumes, providing a counter-signal to the AI hardware selloff.
Alphabet Gemini 3.5 Pro Delay
Alphabet shares fell ~4% after Bloomberg reported Gemini 3.5 Pro is months behind schedule, with coding capabilities short of internal targets, pressuring GOOGL and the broader tech sector.
Tech-led selloff spreads beyond semiconductors to AI infrastructure, electrical components, and power management stocks, with TSMC's capex increase adding pressure.
Trump Media announced a paid API (Truth API) providing millisecond-advantage access to Trump's Truth Social posts for institutional traders, creating a new revenue stream for DJT.
Nvidia CEO Jensen Huang denied Vera Rubin delays, stating production is already at 'gigantic' volumes, providing a counter-signal to the AI hardware selloff.