INFORMANT

TRANSCRIPT

Tess Marek: Tape prints a plunge for Alphabet today, down -3.19%, the 91st percentile versus its own baseline, making it the 109th-biggest move since the open in the last 1148 sessions. It fell -0.55% at the open then continued to sink to that full-day number. Our wires are auditioning for the why and found nothing on this ticker in our own feed yet. We have Yahoo Finance reporting at 12:57 ET that Alphabet is dropping about four percent as an AI rotation splits big tech, with Microsoft holding flat. Earlier at 10:26 ET, Yahoo noted a prediction that Alphabet’s agentic AI will beat Meta’s Muse in the long run, and at 09:30 ET they cited a forecast that Alphabet could hit $600 in 2027 as the cheapest mega cap in the trade. The tape moved without him; our desk has no post from Tess Marek to cite for this session. We watch the other side of the tape and see the split in tech while GOOGL remains the sharpest mover tonight.

Tess Marek: That's the show. We're on Spotify and YouTube — if this earned it: like, subscribe, tell a friend. And housekeeping: the machine that writes this gets tuned constantly for cleaner news. The numbers are real; the jokes are not.