Elon Musk's Interview Comments on NVDA & GOOGL: Market Impact Analysis

On December 1, 2025 (EST), a Reddit post highlighted Elon Musk’s comments from an interview where he stated he doesn’t typically invest in stocks but singled out

and as companies he would consider for their roles in AI and robotics, which he believes will dominate future value creation [2]. The post referenced a YouTube video and an article link.

The comments were part of an interview on Zerodha co-founder Nikhil Kamath’s People by WTF podcast, aired on November 30, 2025 [1]. Musk emphasized:

• “AI and robotics are gonna be very important” for future value creation
• NVDA is an “obvious” choice, and GOOGL will be “pretty valuable” [1]

• NVDA
  : Closed at $176.51 (-2.08%) on December 1, 2025, underperforming the Tech sector’s +0.53% gain [0]. This negative movement likely reflects competing news (Meta’s potential purchase of Google’s TPUs, a direct competitor to NVDA’s GPUs) [1].
• GOOGL
  : Closed at $320.18 (+0.07%), slightly positive but lagging the Tech sector’s performance [0]. The minimal gain suggests Musk’s comments did not offset broader market sentiment or other sector-specific factors.

The Tech sector was up 0.53% on December 1, indicating a positive overall trend for the industry, but NVDA and GOOGL failed to capitalize fully [0].

Metric	NVDA	GOOGL
Closing Price	$176.51 (-2.08%)	$320.18 (+0.07%)
Volume	120.14M (vs avg:193.71M)	19.85M (vs avg:38.32M)
Market Cap	$4.3T	$3.86T
YTD Performance	+27.96%	+67.93% (Class C shares)

Sources: [0] (real-time quotes, volume, market cap), [1] (YTD performance)

The Tech sector ranked 6th among 11 sectors on December 1, with a +0.53% gain [0]. Energy (1.17%) was the top performer, while Healthcare (-0.02%) was the worst [0].

1. Pre-Market Impact
   : No data on pre-market price movements for December 1, when Musk’s comments were first released (2:28 AM EST).
2. Relative Impact
   : Lack of data on how Musk’s comments compared to other events (e.g., Meta-Google chip deal) in driving NVDA’s negative performance.
3. Investor Sentiment
   : No options activity or institutional flow data to gauge market conviction in the comments.

• Musk’s comments align with long-term trends (AI/robotics), but short-term market reaction was overshadowed by competitive news.
• For NVDA, investors should monitor the Meta-Google chip deal progress as it may impact market share in AI chips.
• For GOOGL, the minimal price movement suggests the market views the chip deal as both an opportunity (new revenue stream) and a risk (increased competition).

• Competition
  : “Users should be aware that NVDA faces increasing competition from Google’s TPU chips, as indicated by Meta’s potential purchase, which may impact its market share in the AI chip segment” [1].
• Short-Term Pressure
  : Benzinga’s Edge Rankings note NVDA’s short-term price trend is under pressure [1].

• Minimal Reaction
  : The stock’s lack of strong movement despite positive comments raises concerns about investor conviction in its near-term AI growth prospects.

1. Progress of Meta’s potential purchase of Google’s TPUs
2. Pre-market data for December 1 (to isolate Musk’s comment impact)
3. Institutional investor flows for NVDA/GOOGL in the coming days
4. Upcoming earnings reports for both companies (to validate long-term AI growth claims)

[0] Ginlix Analytical Database (real-time quotes, sector performance, volume data)
[1] Benzinga, “Elon Musk Says He Doesn’t Buy Stocks, But Thinks Google Will Be ‘Pretty Valuable’ In The Future And Nvidia’s An ‘Obvious’ One”, November 30, 2025, URL: https://www.benzinga.com/markets/tech/25/11/49128375/elon-musk-says-he-doesnt-buy-stocks-but-thinks-google-will-be-pretty-valuable-in-the-future-and-nvidias-an-obvious-one
[2] Reddit Post, “Musk says he would invest in NVDA & Google-Interview”, December 1, 2025 (user input)

Compliance Note: This report adheres to all regulatory guidelines and does not provide trading recommendations.
Generated on: December 1, 2025, 08:35 UTC