Dec. 1 at 7:54 AM
Big Tech AI Realignment: FAANG Check-In
🚀 FAANG Pulse — Dec 1, 2025
Big Tech is getting a shake-up — AI isn’t just hype anymore.
Alphabet’s rally (Gemini + TPU gains) pushed Google to new highs.
Apple quietly hit record highs too — strong iPhone sales + fiscal conservatism paying off.
Meanwhile, Amazon & Meta come under pressure as investors question AI-heavy cap-ex.
If you trade FAANG/momentum: watch for rotation — quality + profitability stocks (
$GOOGL,
$AAPL) may outperform the “AI-spend heavy” names (
$AMZN,
$META) in the short term.
⚠️ Risk: valuations remain high. Stay selective.