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This week's two major markets have a change in "core narrative"!

Nomura's Charlie McElligott believes that "over the past few days, there has been a significant change in the two core narratives of the market": Google's large model capabilities have surpassed OpenAI, ushering in an "alternative" DeepSeek moment; the Federal Reserve's Minutes show that the number of committee members "unwilling to cut rates in December" exceeds those "willing to cut rates," while the market is "dead set against the Federal Reserve."

Wallstreetcn·
US
GOOG
+3.33%
US
GOOGL
+3.53%
Wallstreetcn·
US
GOOG
+3.33%
US
GOOGL
+3.53%

Alphabet CEO Sundar Pichai Reports Disposal of Common Shares

Alphabet CEO Sundar Pichai reported the disposal of common shares of Alphabet Inc. The original filing is available via EDGAR, the U.S. SEC's system, with Ref. ID: 0001193125-25-291724, dated November 21, 2025.

Reuters·
US
GOOGL
+3.53%
US
GOOG
+3.33%
US
GGLS
-3.50%
Reuters·
US
GOOGL
+3.53%
US
GOOG
+3.33%
US
GGLS
-3.50%

Patricia Grech Sells 513 Shares of QUALCOMM (NASDAQ:QCOM) Stock

Patricia Grech, CAO of QUALCOMM, sold 513 shares of the company at $160.95 each, totaling $82,567.35, reducing her position by 71.65%. Post-sale, she owns 203 shares valued at $32,672.85. QUALCOMM's stock rose 2.3% to $163.30, with a market cap of $174.89 billion. Analysts have mixed ratings, with a consensus of "Moderate Buy" and an average target price of $190.38. QUALCOMM announced a quarterly dividend of $0.89 per share, payable on December 18th.

Market Beat·
US
QCOM
+2.32%
Market Beat·
US
QCOM
+2.32%

"Google Supply Chain" replaces "OpenAI Supply Chain"?

Goldman Sachs trader Mike Wilson pointed out that Google's Gemini shows significant progress compared to ChatGPT, but the market's reaction has been sluggish and mispriced. Analysis from EMEA technology sales and trading colleagues Sean Johnstone and Lena Rowe indicates a strong substitution trend of Google's supply chain for the OpenAI chain

Wallstreetcn·
US
GOOG
+3.33%
NA
OpenAI
0.00%
US
GOOGL
+3.53%
Wallstreetcn·
US
GOOG
+3.33%
NA
OpenAI
0.00%
US
GOOGL
+3.53%

VP Soliday Files To Sell 849 Of Expedia Group Inc [EXPE]

VP Soliday Lance A of Expedia Group Inc filed a Form 144 with the SEC to sell 849 restricted shares on November 21, 2025, through Morgan Stanley Smith Barney LLC. This filing allows the sale within 90 days.

Reuters·
US
EXPE
+5.42%
Reuters·
US
EXPE
+5.42%