Alphabet hits record highs, Burrys AI concerns, Ukraine peace plan and more in Morning Squawk
Summary
Alphabet’s stock hit record highs after renewed enthusiasm around its Gemini 3 AI model and reports that Meta may buy its AI chips. Nvidia pushed back against concerns raised by Michael Burry and defended its lead in the AI infrastructure market. The piece also notes Dell’s strong AI-related outlook and broader investor focus on the Federal Reserve’s next rate move. Outside the software and AI discussion, the newsletter covers Ukraine peace talks, housing market delistings, and consumer confidence.
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