The TECAPS is now value

From the courtroom to the meeting room, it was a large week for technological investors.

the accuracy From the issue of fighting monopoly from Google, it led to severe gatherings alphabet and apple. Broadcom The shareholders chanted a new customer of $ 10 billion. and Timing The shares were raised by a newly proposed payment package for the CEO Elon Musk.

Add it, and gain companies weighing eight trillion dollars in the amount of $ 420 billion in the market this week, raising their total value to 21 trillion dollars, although slipping into Nafidia Arrows.

These companies now account for approximately 36 % of the S&P 500 indicators, which are very large according to historical standards that Howard Silverblatt, a large index analyst in the S&P Jones indicators, tell CNBC via email, “there are no comparisons.”

There was some paradox for this week.

Alphabet’s jump was 9 % on Wednesday directly with the efforts of the US government to reduce the market control of the search giant, which was part of a year -long campaign to dismantle large technology. Since 2020, Google, Apple, Amazon and Dead They were all subjected to anti -monopoly allegations by the Ministry of Justice or the Federal Trade Committee.

A year ago, Google lost For the Ministry of Justice, the result that many see as the decision to combat the most important monopoly in the technology industry since the issue is against Microsoft More than two decades. But in the ruling on treatments this week, the American boycott judge Amit Mihata Google said you will not have to sell its Chrome browser despite its loss in court, and instead, a limited penalty was delivered, including the condition that the search data is shared with competitors.

Apple decision is uploaded to Alphabet, because companies can adhere to an order that includes Google Pay apple Billions of dollars annually to be the virtual search engine on iPhone devices. Alphabet increased by more than 10 % for the week and added Apple 3.2 %, helping NASDAQ 1.1 %.

Analysts at Wedbush Securities wrote in a note after a decision that the ruling “removed a great accumulation” on Google and “Black Cloud Cloud” commented on Apple. Moreover, they said that it wipes the companies’ path to follow more artificial intelligence A deal that includes Gemini, Amnesty International models from Google.

“This now places the basis for Apple’s continuation in its deal and it is possible that it will eventually double the more partnerships related to AI with Google Gemini on the road,” analysts wrote.

Mihata explained that a Major In his decision, the emergence of the Turedi artificial intelligence, which became a more competitive market than traditional research and has changed the market dynamics significantly.

Mihata said that new players such as Openai, Anthropic and Pirgelexity have changed Google’s dominance, noting that artificial intelligence technologies “may prove that they are changing games.”

On Friday, Alphabet investors ignored a separate issue to combat monopoly outside Europe. The company received 2.95 billion euros ($ 3.45 billion) fine One of the organizers of the European Union for anti -competition practices in advertising technology.

While Openai was an indirect incentive for Google and Apple this week, it was directly linked to Gathering In Broadcom.

After Broadcom is better than expected Profit report On Thursday, Hock Tan CEO told analysts that the chip maker had received a contract worth $ 10 billion with a new customer, who will be the fourth senior AI customer for the company.

Many analysts said that the new agent is Openai, and informed the Financial Times a partnership between the two companies.

Broadcom is the latest participant in a trillion dollars, thanks to the company’s international chips, which it is already using by Google, Meta and Tiktok Parent bytedance. With a 13 % jump this week, the stock now rose by 120 % last year, raising the maximum Broadcom market to about $ 1.6 trillion.

“The company shoots all cylinders with a clear line of growth supported by a great accumulation,” Barclays analysts wrote in a note.

For the other giant artificial intelligence maker, last week was not good.

NVIDIA shares fell by more than 4 % per week that was presented to the holidays, the worst performance between Megacaps. There was no clear negative news for NVIDIA, but the shares have now decreased for four consecutive weeks.

However, NVIDIA is still the largest company by the maximum market, which is valued at more than $ 4 trillion, with its shares increased by 56 % in the past 12 months.

Microsoft He also fell this week while on an extended chip, where he decreased for five consecutive weeks. Stocks have risen by 21 % over the past 12 months.

On the other hand, Tesla was late in the group. The shares of the electric car maker decreased by 13 % this year due to the decline in multiple four sales that reflect the increasing competition from low -cost Chinese manufacturers and a group of EVS.

But Tesla shares increased by 5 % this week, as most of them ignited Friday’s gains after the company said it wanted to agree to investors A. Payment plan For musk, which can reach approximately $ 1 trillion.

The payments, which are divided into 12 slices, will require Tesla to see a great appreciation of the value, starting from the first prize that will not enter until the company almost doubles in the market to $ 2 trillion.

Robin Dunholm, President of Tesla, Andrew Ross Sorkin, said that the plan was designed to preserve Musk, the richest person in the world, “enthusiastic and focused on delivery of the company.”

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