Apple Google AI Deal | $4 Trillion Market Impact
Alphabet's valuation reached $4 trillion following a landmark deal to integrate its Gemini AI with Apple's products. This partnership is set to accelerate the AI arms race, creating a significant downstream opportunity for companies that provide the essential semiconductor and infrastructure technology powering these advanced systems.
Your Basket's Financial Footprint
This basket's total market capitalisation is $15.08T, with a small number of very large-cap holdings dominating its value and likely anchoring returns.
- Large-cap dominance generally implies lower volatility and closer tracking to broader market movements.
- Suitable as a core holding providing diversified, stable exposure rather than a speculative trade.
- Likely to offer steady long-term appreciation rather than explosive short-term gains; growth is generally measured.
GOOGL: $4.01T
GOOG: $4.01T
NVDA: $4.49T
- Other
About This Group of Stocks
Our Expert Thinking
The landmark Apple-Google AI partnership signals a major shift in the tech landscape, with Alphabet's valuation soaring to $4 trillion. This strategic alliance intensifies the AI arms race and creates massive opportunities for companies providing the essential infrastructure that powers these advanced AI systems at scale.
What You Need to Know
This group focuses on the 'picks and shovels' of the AI revolution - the semiconductor manufacturers, chip designers, and infrastructure providers that form the technological backbone. These companies benefit from the enormous computational demands created by AI deployments, regardless of which tech giant wins the AI race.
Why These Stocks
Each stock was handpicked by professional analysts based on their critical role in the AI supply chain. From NVIDIA's dominant GPUs to ASML's irreplaceable lithography machines, these companies provide the essential technologies that make large-scale AI possible, positioning them to benefit from sustained demand growth.
Why You'll Want to Watch These Stocks
Historic Partnership Impact
The Apple-Google AI alliance has already driven Alphabet's valuation to $4 trillion, signalling massive market confidence in AI infrastructure demand.
Essential Technology Providers
These companies provide the critical chips, servers, and infrastructure that power AI at scale - they're the picks and shovels of the AI gold rush.
Sustained Demand Cycle
As AI becomes ubiquitous across industries, the computational demands will only grow, creating a long-term growth runway for these foundational technology providers.
Get the full story on this Basket. Read our detailed article on its risks and potential.
Why Invest with Nemo Money?
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Opportunities
AI Drug Discovery | Biotech Investment Opportunities
NVIDIA and Eli Lilly have launched a $1 billion AI lab to revolutionize the drug discovery process. This partnership highlights a burgeoning investment opportunity in companies at the intersection of artificial intelligence and biotechnology.
AI Chip Arms Race: Who Might Supply the Tools?
SK Hynix is investing $13 billion in a new facility to address the global shortage of memory chips essential for AI. This move signals a broader investment wave, creating opportunities for companies that supply the equipment and materials for semiconductor manufacturing.
U.S. Domestic Stocks (Iran Trade Tariff Protection)
President Trump has imposed a 25% tariff on all countries trading with Iran, escalating global trade tensions. This may create opportunities for U.S. companies with primarily domestic revenue streams, which are insulated from international trade disputes.