Analysis of GOOG After-Hours Movement & Meta's Potential TPU Adoption Impact on NVDA

The event stems from a Reddit report [5] that Alphabet Inc (GOOG) shares hit $327 in after-hours (AH) trading on Nov24,2025, following claims Meta (META) is considering Google’s TPUs. Initial AH moves included GOOG up ~2% and NVDA down ~2.05% [5], but by Nov27 these reversed: GOOG down1.04% AH and NVDA up1.37% AH [0],[1]. NVDA remains larger ($4.39T vs GOOG’s $3.87T) [0],[1], contradicting the Reddit claim of GOOG surpassing NVDA by year-end [6]. The tech sector gained +0.149% on Nov27 [4], underperforming Energy (+1.766%), indicating limited broader impact.

1. Unverified rumors cause short-term volatility but may not have long-term effects, as seen in the price reversal.
2. NVDA’s higher P/E (~44.62 vs GOOG’s ~31.65) [0],[1] makes it sensitive to competition, but recovery suggests minimal long-term risk from the rumor.
3. Lack of major news coverage [2],[3] questions the rumor’s credibility.

• Unverified Rumor
  : The Meta-TPU claim lacks official confirmation [2],[3], posing decision risks.
• FOMO
  : Reddit mentions FOMO [6], leading to impulsive actions.
• Valuation Sensitivity
  : NVDA’s high P/E makes it vulnerable to competitive threats [1].

• If confirmed, GOOG could gain AI chip market share.
• Meta may benefit from cost savings via TPUs [6] (unconfirmed).

• GOOG AH price (Nov27): $320.28 (-1.04%) [0]
• NVDA AH price (Nov27): $180.26 (+1.37%) [1]
• Market Cap: NVDA $4.39T > GOOG $3.87T [0],[1]
• Tech sector gain: +0.149% (Nov27) [4]
• Unconfirmed Meta-TPU rumor [5]