Analysis of GOOG After-Hours Rally Amid Meta's Consideration of Google TPUs

This analysis combines internal market data [0] and an unconfirmed Reddit report [1] about Alphabet Inc. (GOOG) shares rising ~2% in after-hours trading to $327 on November 24, 2025. The rally followed rumors that Meta Platforms (META) is considering deploying Google’s Tensor Processing Units (TPUs) in its data centers, potentially replacing NVIDIA (NVDA) GPUs. Internal data shows GOOG has gained 29.91% from mid-September to November 24 [0], while NVDA shares dropped ~2.05% in after-hours trading [1]. NVDA remains the largest company among the three with a market cap of $4.30T as of November 30, followed by GOOG ($3.86T) and META ($1.63T) [0].

1. Rumor-Driven Volatility
   : The unconfirmed Reddit report [1] triggered significant after-hours price movements for GOOG, META, and NVDA, highlighting how market sentiment can be swayed by unverified information.
2. AI Chip Competition
   : Meta’s potential switch to Google TPUs indicates growing competition in the AI chip market, where NVDA has historically dominated. This could shift market share dynamics if the rumor is confirmed.
3. FOMO Behavior
   : The Reddit post mentions users experiencing FOMO to buy GOOG shares [1], which could lead to overvaluation if the rumor does not materialize.

• Unverified Rumor Risk
  : Acting on the unconfirmed Reddit report [1] without official confirmation may lead to suboptimal investment decisions.
• NVDA Market Share Risk
  : If Meta switches to Google TPUs, NVDA could lose a key customer, impacting its revenue [0].
• FOMO Risk
  : FOMO-driven purchases of GOOG shares may result in buying at elevated prices [1].

• GOOG TPU Expansion
  : A confirmed deal with Meta would expand Google’s TPU market share and boost its AI revenue [0].
• Meta Cost Savings
  : Switching to TPUs could reduce Meta’s AI infrastructure costs, potentially improving its EPS [1].

• GOOG rose ~2% in after-hours trading to $327 on November 24, 2025, due to rumors of Meta considering Google TPUs [1].
• NVDA dropped ~2.05% in after-hours trading amid the rumor [1].
• Internal data shows GOOG has gained 29.91% from mid-September to November 24 [0].
• The source of the rumor is an unconfirmed Reddit post, so caution is advised [1].
• Users are considering FOMO purchases of GOOG shares [1].