At the same time, GCP looks structurally stronger. Self-developed TPUs are lowering costs, while large deals like Anthropic support both scale and margins. The Apple AI partnership remains a strong validation of Google’s full-stack capabilities, even if valuation concerns linger.
By comparison, I’m more cautious on $Amazon.com(AMZN)$ in the near term. Elevated inventory and expected margin pullback still pose risks, despite organizational slimming. For this week, I think the market favors clearer ROI — I believe Google can close above $340, driven by its full-stack AI edge, and it has a better chance of setting a new all-time high.
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