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Bank Syz Ltd. accepts no liability for any loss arising from the use of this document. ## Straight from the Desk # **Syz** the moment Live feeds, charts, breaking stories, all day long. - [All](https://blog.syzgroup.com/syz-the-moment) - [equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) - [United States](https://blog.syzgroup.com/syz-the-moment/tag/united-states) - [Macroeconomics](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) - [Food for Thought](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought) - [markets](https://blog.syzgroup.com/syz-the-moment/tag/markets) - [Central banks](https://blog.syzgroup.com/syz-the-moment/tag/central-banks) - [bitcoin](https://blog.syzgroup.com/syz-the-moment/tag/bitcoin) - [Fixed Income](https://blog.syzgroup.com/syz-the-moment/tag/fixed-income) - [geopolitics](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) - [AI](https://blog.syzgroup.com/syz-the-moment/tag/ai) - [europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) - [Asia](https://blog.syzgroup.com/syz-the-moment/tag/asia) - [gold](https://blog.syzgroup.com/syz-the-moment/tag/gold) - [Commodities](https://blog.syzgroup.com/syz-the-moment/tag/commodities) - [investing](https://blog.syzgroup.com/syz-the-moment/tag/investing) - [Technology](https://blog.syzgroup.com/syz-the-moment/tag/technology) - [Crypto](https://blog.syzgroup.com/syz-the-moment/tag/crypto) - [technical analysis](https://blog.syzgroup.com/syz-the-moment/tag/technical-analysis) - [nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) - [oil](https://blog.syzgroup.com/syz-the-moment/tag/oil) - [china](https://blog.syzgroup.com/syz-the-moment/tag/china) - [ETF](https://blog.syzgroup.com/syz-the-moment/tag/etf) - [earnings](https://blog.syzgroup.com/syz-the-moment/tag/earnings) - [Forex](https://blog.syzgroup.com/syz-the-moment/tag/forex) - [energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) - [banking](https://blog.syzgroup.com/syz-the-moment/tag/banking) - [magnificent-7](https://blog.syzgroup.com/syz-the-moment/tag/magnificent-7) - [Alternatives](https://blog.syzgroup.com/syz-the-moment/tag/alternatives) - [Volatility](https://blog.syzgroup.com/syz-the-moment/tag/volatility) - [Real Estate](https://blog.syzgroup.com/syz-the-moment/tag/real-estate) - [apple](https://blog.syzgroup.com/syz-the-moment/tag/apple) - [emerging-markets](https://blog.syzgroup.com/syz-the-moment/tag/emerging-markets) - [google](https://blog.syzgroup.com/syz-the-moment/tag/google) - [Middle East](https://blog.syzgroup.com/syz-the-moment/tag/middle-east) - [switzerland](https://blog.syzgroup.com/syz-the-moment/tag/switzerland) - [tesla](https://blog.syzgroup.com/syz-the-moment/tag/tesla) - [United Kingdom](https://blog.syzgroup.com/syz-the-moment/tag/united-kingdom) - [amazon](https://blog.syzgroup.com/syz-the-moment/tag/amazon) - [microsoft](https://blog.syzgroup.com/syz-the-moment/tag/microsoft) - [assetmanagement](https://blog.syzgroup.com/syz-the-moment/tag/assetmanagement) - [ethereum](https://blog.syzgroup.com/syz-the-moment/tag/ethereum) - [meta](https://blog.syzgroup.com/syz-the-moment/tag/meta) - [russia](https://blog.syzgroup.com/syz-the-moment/tag/russia) - [Industrial-production](https://blog.syzgroup.com/syz-the-moment/tag/industrial-production) - [Healthcare](https://blog.syzgroup.com/syz-the-moment/tag/healthcare) - [ESG](https://blog.syzgroup.com/syz-the-moment/tag/esg) - [Global Markets Outlook](https://blog.syzgroup.com/syz-the-moment/tag/global-markets-outlook) - [Turkey](https://blog.syzgroup.com/syz-the-moment/tag/turkey) - [inflation](https://blog.syzgroup.com/syz-the-moment/tag/inflation) - [bankruptcy](https://blog.syzgroup.com/syz-the-moment/tag/bankruptcy) - [brics](https://blog.syzgroup.com/syz-the-moment/tag/brics) - [Market Outlook](https://blog.syzgroup.com/syz-the-moment/tag/market-outlook) - [performance](https://blog.syzgroup.com/syz-the-moment/tag/performance) - [africa](https://blog.syzgroup.com/syz-the-moment/tag/africa) - [LLM](https://blog.syzgroup.com/syz-the-moment/tag/llm) - [Global](https://blog.syzgroup.com/syz-the-moment/tag/global) - [Market News](https://blog.syzgroup.com/syz-the-moment/tag/market-news) - [Weekly Equities](https://blog.syzgroup.com/syz-the-moment/tag/weekly-equities) Show more 17 Nov 2025 - - - #### $GOOGL versus $ORACL: what is the message from the market? Here's a potential explanation by Mac10: "As a proxy for OpenAI stock which is private, we have OpenAI vendor Oracle as proof of the failure of the OpenAI economic model. Oracle is down -35% from the high in clear repudiation of the Ponzi financing model. Meanwhile Google is having its best seven months in company history which shows the superiority of the self-financed model. It's clear that market is saying that Google will "win" the AI arms race, meaning survive this endurance contest". Maybe a bit extreme. But can we say at least that Mr Market has his doubts about the belief there are economies of scale to AI which is why the market is rejecting the OpenAI vendor financing approach and goes "all-in" the self-financing model of Alphabet??? Source: Mac10 [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#google](https://blog.syzgroup.com/syz-the-moment/tag/google) ![$GOOGL versus $ORACL: what is the message from the market?](https://blog.syzgroup.com/hubfs/3-Nov-17-2025-03-56-05-8096-PM.jpg) ![$GOOGL versus $ORACL: what is the message from the market?](https://blog.syzgroup.com/hubfs/3-Nov-17-2025-03-56-05-8096-PM.jpg) 6 Nov 2025 - - - #### The market’s view has shifted dramatically. Back in June, Alphabet and Meta were seen as roughly on par, w/only ~$200bn separating them in market value. Just 4 months later, the picture looks completely different – the gap has exploded to nearly $1.8tn. GOOG is now 2x the market cap of META. (HT Goldman) Source: Holger Zschaepitz @Schuldensuehner [#meta|](https://blog.syzgroup.com/syz-the-moment/tag/meta) [#google](https://blog.syzgroup.com/syz-the-moment/tag/google) ![The market’s view has shifted dramatically.](https://blog.syzgroup.com/hubfs/4-Nov-06-2025-01-57-27-7652-PM.jpg) ![The market’s view has shifted dramatically.](https://blog.syzgroup.com/hubfs/4-Nov-06-2025-01-57-27-7652-PM.jpg) 5 Nov 2025 - - - #### Google is the only company in the world to be vertically integrated when it comes to AI Source: Tar ⚡@itsTarH [#AI|](https://blog.syzgroup.com/syz-the-moment/tag/ai) [#google](https://blog.syzgroup.com/syz-the-moment/tag/google) ![Google is the only company in the world to be vertically integrated when it comes to AI](https://blog.syzgroup.com/hubfs/9-Nov-05-2025-01-01-57-7037-PM.jpg) ![Google is the only company in the world to be vertically integrated when it comes to AI](https://blog.syzgroup.com/hubfs/9-Nov-05-2025-01-01-57-7037-PM.jpg) 22 Oct 2025 - - - #### Google and Anthropic are reportedly in talks on cloud deal worth tens of billions Anthropic is in discussions with Google $GOOGL about a deal that would provide the with additional computing power valued in the high tens of billions of dollars The plan, which has not been finalized, involves Google providing cloud computing services to Anthropic - Bloomberg Google stock is up 3% in after hours on the news Source: Evan [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#google](https://blog.syzgroup.com/syz-the-moment/tag/google) ![Google and Anthropic are reportedly in talks on cloud deal worth tens of billions](https://blog.syzgroup.com/hubfs/3-Oct-22-2025-12-11-13-7687-PM.jpg) ![Google and Anthropic are reportedly in talks on cloud deal worth tens of billions](https://blog.syzgroup.com/hubfs/3-Oct-22-2025-12-11-13-7687-PM.jpg) 16 Sep 2025 - - - #### $GOOGL JUST JOINED THE $3T CLUB ALONGSIDE $MSFT, $AAPL & $NVDA Source: Shay Boloor [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#google](https://blog.syzgroup.com/syz-the-moment/tag/google) ![$GOOGL JUST JOINED THE $3T CLUB ALONGSIDE $MSFT, $AAPL & $NVDA](https://blog.syzgroup.com/hubfs/2-Sep-16-2025-07-34-48-1745-AM.jpg) ![$GOOGL JUST JOINED THE $3T CLUB ALONGSIDE $MSFT, $AAPL & $NVDA](https://blog.syzgroup.com/hubfs/2-Sep-16-2025-07-34-48-1745-AM.jpg) 16 Sep 2025 - - - #### Nicely put by Matthew Yglesias on X as another example that just owning index funds is often the wiser investment decision. Source: Matthew Yglesias on X [#investing|](https://blog.syzgroup.com/syz-the-moment/tag/investing) [#google](https://blog.syzgroup.com/syz-the-moment/tag/google) ![Nicely put by Matthew Yglesias on X as another example that just owning index funds is often the wiser investment decision.](https://blog.syzgroup.com/hubfs/1-Sep-16-2025-07-30-07-7224-AM.jpg) ![Nicely put by Matthew Yglesias on X as another example that just owning index funds is often the wiser investment decision.](https://blog.syzgroup.com/hubfs/1-Sep-16-2025-07-30-07-7224-AM.jpg) 3 Sep 2025 - - - #### Google can keep its popular Chrome browser, a federal judge has ruled Alphabet $GOOGLE shares are up 8% AFTER-MARKET. Source: Brew markets, CNBC [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#google](https://blog.syzgroup.com/syz-the-moment/tag/google) ![Google can keep its popular Chrome browser, a federal judge has ruled](https://blog.syzgroup.com/hubfs/4-Sep-03-2025-06-56-02-1938-AM.jpg) ![Google can keep its popular Chrome browser, a federal judge has ruled](https://blog.syzgroup.com/hubfs/4-Sep-03-2025-06-56-02-1938-AM.jpg) 20 Aug 2025 - - - #### On this day in 2004: Google went public at a valuation of $23 billion. Today, it’s worth $2.5 trillion. Source: Jon Erlichman @JonErlichman on X [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#google](https://blog.syzgroup.com/syz-the-moment/tag/google) ![On this day in 2004: Google went public at a valuation of $23 billion.](https://blog.syzgroup.com/hubfs/image13-Aug-20-2025-02-25-41-1034-PM.jpg) ![On this day in 2004: Google went public at a valuation of $23 billion.](https://blog.syzgroup.com/hubfs/image13-Aug-20-2025-02-25-41-1034-PM.jpg) ❮❮ [❮](https://blog.syzgroup.com/syz-the-moment/tag/google/page/5) [4](https://blog.syzgroup.com/syz-the-moment/tag/google/page/4) [5](https://blog.syzgroup.com/syz-the-moment/tag/google/page/5) [6](https://blog.syzgroup.com/syz-the-moment/tag/google/page/6) [7](https://blog.syzgroup.com/syz-the-moment/tag/google/page/7) [8](https://blog.syzgroup.com/syz-the-moment/tag/google/page/8) [❯](https://blog.syzgroup.com/syz-the-moment/tag/google/page/7) [❯❯](https://blog.syzgroup.com/syz-the-moment/tag/google/page/10?hsLang=en) ## **Thinking** out loud Sign up for our weekly email highlighting the most popular posts. 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