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#99 of 100▼7·4 names·$8.5TRanked by 1M vs S&P 500

1D

+0.3%

vs S&P +0.6%

1W

+3.3%

vs S&P +0.7%

1M

-14.8%

vs S&P -12.5%

3M

-8.1%

vs S&P -5.8%

Breadth

0%

of names above their 50-day average

4 names in this industry

S&P 500Reference1D -0.4%1W +2.6%1M -2.3%3M -2.4%


METAMeta Platforms, Inc.	+2.9%	+5.2%	-12.9%	+12.8%
GOOGAlphabet Inc.	-1.0%	+3.0%	-15.2%	-14.3%
GOOGLAlphabet Inc.	-1.0%	+3.9%	-15.3%	-14.0%
PINSPinterest, Inc.	+0.2%	+1.0%	-15.7%	-17.0%

12 recent connections

Oct 26Anthropic's IPO filing confirms $161 billion in locked-in chip leases tied to BroadcomGOOGL Sep 14Treasury yields above 5% favor cash-rich tech giants like Apple, Alphabet and MicrosoftGOOGL Jul 18Chinese Open-Source AI Surge Forces US Inference Infra Spend HigherGOOGL Jul 2AI Credit Bifurcation: Infrastructure Middlemen Get Squeezed as Hyperscalers Self-FundMETA Jun 30GOOG Slump Masks Custom Silicon Moat; TPU Buildout Underpriced vs. NVDAGOOGL GOOG May 7TTD Weakness Signals Programmatic Ad Budget Rotation to Walled GardensGOOGL META Apr 25SiriusXM-iHeart merger creates ad-tech moat; long programmatic audio platformsGOOGL Apr 13China Haven Demand Shifts Capital Flows—Emerging Market Rotation Away from US GrowthMETA Apr 13BOJ Hold Signals Yen Weakness—Dual Carry Trade Revival Favors US GrowthMETA Apr 12Failed Iran talks unlock defensive tech mega-cap rally as geopolitical risk premium collapsesGOOGL Apr 11Iran-Israel conflict forces Fed hold, making long-duration growth stocks the real winnerGOOGL Apr 11California Governor Race Chaos Drives Media-Dependent Dem Spending Surge Into 2024 Election CycleMETA GOOG

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