Google (GOOGL)’s stock dropped 5% today after the Justice Department proposed a massive shake-up of its business.
A 5% drop might not sound like a lot, but for a company valued at $1.7 trillion, that’s roughly $85 billion in market value gone in a day.
The DOJ is calling for some of the toughest antitrust measures in modern history—things like forcing Google to sell its Chrome browser (which some have said could go for upwards of $20 billion), banning exclusive deals with companies like Apple and Samsung, and limiting its ability to acquire stakes in competitors.
This all stems from a federal ruling in August that said Google has been running an illegal monopoly in search and search advertising.
The Justice Department argues that these moves are needed to level the playing field and restore competition.
If they go through, it could cost Google billions in revenue annually.
But here’s the catch: nothing’s happening tomorrow.
Google plans to appeal, which means this legal battle could drag on for years. And yes, the incoming Trump Administration seems to have Big Tech in the crosshairs. But for now... the story remains unchanged.
In the meantime, Google continues to dominate the digital advertising space and search, raking in cash quarter after quarter.
That’s why investors aren’t in full panic mode.
This dip is a chance for long-term investors to take a hard look.
With appeals and legal delays, Google’s core business won’t face major disruptions anytime soon.
If you’ve been eyeing Alphabet, this could be a good entry point.
Yes, the regulatory risks are real, but Google’s fundamentals remain strong—and that’s hard to ignore.
We got the results yesterday evening - and Snowflake (SNOW)’s latest quarter was nothing short of spectacular.
The company reported $942 million in revenue, with $900 million coming from its core product line—slightly beating Wall Street’s estimates.
It’s not just the numbers that wowed investors, either.
The company announced a multiyear partnership with AI company Anthropic - if you've ever used the chatbot/large language model (LLM) Claude, this is the company - and raised its guidance for the next quarter.
Shares shot up 31% on the news, and analysts like Wedbush upped their price targets to $160 from $130.
But here’s where it gets tricky: a 30% jump in a single day often signals that a stock is getting ahead of itself.
Snowflake is an incredible company with long-term growth potential, especially as it integrates more AI capabilities into its offerings.
However, this kind of meteoric rise usually leads to some profit-taking, which could send the stock back down to more reasonable levels.
If you own Snowflake, it might be time to hold tight and ride out the wave.
If you don’t, patience is key.
Consider adding shares around $150–$160 once the initial excitement fades.
Snowflake is a long-term play, and rushing in at its current price could leave you overpaying.
Nano Nuclear Energy (NNE) has been the talk of the town over the past six months, and that continues today.
Shares soared after the company announced that John Vonglis, the former CFO of the Department of Energy, has joined its leadership team.
His role focuses on navigating government funding and regulations, which is a big deal for a company in the nuclear space.
Investors are optimistic that this hire will help Nano Nuclear secure the partnerships and resources it needs to grow.
The company’s technology is equally exciting.
Nano Nuclear is developing microreactors like the ZEUS and ODIN systems, which aim to provide portable, clean energy on demand.
It’s also working on infrastructure for HALEU (High-Assay Low-Enriched Uranium) fuel, a crucial component for next-gen reactors.
These innovations could be game-changers in the clean energy space, and investors are clearly buying into the potential.
That said, the stock has run up quickly, and that kind of momentum often leads to a pullback.
Nano Nuclear’s story is compelling, but it’s also a long-term play.
This isn’t the kind of stock you buy at a peak.
Let the stock take a breather.
If you’re looking to invest, wait for the price to settle down—possibly in the $25–$28 range.
Nano Nuclear is in the early stages of what could be a long and successful journey, so there’s no need to rush.
Start accumulating shares when the hype dies down, and think long-term with this one.
