Caroline Hyde

On the upside, some key players.

On the downside, we're seeing a key drag

from some of the key chip names in particular.

Let's delve into what's moving this particular index, which does lag the S&P and the Dow today.

We're seeing Nvidia off by 5%.

No wonder the Nasdaq 100 is underwater when the world's most dominant player from a market cap perspective is currently off by 5%.

Big moves for a $4 trillion company.

And in large part,

It's because of Alphabet.

That actually is trimming its gains, but still at a new record high.

This is, we understand, meta-eyeing TPUs.

This is all about the dominance of where we get the chips of the future to train our models as well as use our models.

Meta is the key line of questioning here.

Is meta-eyeing TPUs from Google to put in its own data centers?

They're the reports coming from the information today.

Let's talk about the market reaction.

Equity reporter Ryan Glastelica is here with us.

Ryan, it's

monumental move that Alphabet has had since mid-October.

It's added a trillion in market capitalization.