MIDDAY: Google tanks, but it's not the AI trade
The whole feed's asking why $GOOGL is getting smashed. The answer: two of its biggest AI brains walked out in one week, a top Gemini leader to OpenAI and a Nobel winner to Anthropic, plus the antitrust cloud. That's Alphabet's worst day in a year.
But this isn't the AI trade cracking. $NVDA is green, the Dow's green, small caps are green. The money leaving Google isn't leaving the market, it's just rotating out of one name.
