Daily Alpha Report: Tuesday, December 9, 2025

Generated at 2025-12-09T17:22:59.339Z

Executive Summary

GOOGL leads the alpha ranking at 62.2.
MRVL saw the biggest surge (+12.2 alpha).

Alpha Leaderboard

Rank	Ticker	Alpha	Change
#1 (+2)	GOOGL	62.2	+9.4
#2 (-1)	NVDA	61.1	-0.5
#3 (-1)	MSFT	59.0	+5.7
#4 (—)	AMD	58.5	+6.3
#5 (+5)	INTC	48.6	+11.5
#6 (-1)	TSM	48.3	+1.6
#7 (-1)	AMZN	46.9	+5.4
#8 (+1)	META	40.0	+1.4
#9 (-2)	CRM	39.8	+0.0
#10 (+5)	ADBE	38.2	+2.6

Notable Movers

• GOOGL: 2 positions up (alpha +9.4)
• MSFT: 1 positions down (alpha +5.7)
• AMD: 0 positions down (alpha +6.3)
• INTC: 5 positions up (alpha +11.5)
• AMZN: 1 positions down (alpha +5.4)

Divergence Radar

Stocks where alpha signal diverges significantly from price action.

• HUGGINGFACE [FROTH RISK]: Divergence +0.0, Alpha 26.3
• STABILITY [FROTH RISK]: Divergence +0.0, Alpha 26.3
• AI21 [FROTH RISK]: Divergence +0.0, Alpha 26.3
• COHERE [FROTH RISK]: Divergence +0.0, Alpha 26.3
• DEEPSEEK [FROTH RISK]: Divergence +0.0, Alpha 26.3

Active Alerts

• ALPHA_SPIKE (10x) (INTC, MSFT, TSM...)
• RANK_JUMP (76x) (ZM, CDNS, WDAY...)

Sourced Research

Market Intelligence

In the last 7 days, Google, Microsoft, and AMD have notable developments in AI hardware and semiconductors:

• Google is aggressively pushing its AI chips, specifically its Tensor Processing Units (TPUs), which power its Gemini 3 AI model. Google is expanding TPU supply beyond internal use, actively seeking to sell or rent these chips to other Big Tech firms like Meta, which is considering adopting TPUs for data centers starting in 2027[1][2][3]. Google's TPUs use high-bandwidth memory (HBM) modules supplied by SK Hynix, with next-generation TPUs ("7e") expected to use advanced 12-layer HBM3E modules[1]. Samsung's new Texas fab capable of sub-2nm chip production could support TPU expansion[1]. Industry analysts see Google's TPU ecosystem gaining momentum as a competitive alternative to Nvidia GPUs, especially amid Nvidia's supply constraints[2]. Google's AI chips reportedly outperform Nvidia's in some benchmarks for efficiency and performance[4]. Anthropic plans to use up to one million Google TPUs in 2026, highlighting growing adoption[2].

• Meta is in advanced talks to rent Google TPUs in 2026 and then purchase them in 2027, marking a strategic diversification from its current GPU-heavy infrastructure[3]. This deal could reshape cloud and AI hardware markets but faces supply chain constraints impacting GPU and memory availability[3].

• AMD continues to gain ground as a key AI hardware player, especially for inference workloads. AMD updates its hardware annually, delivering performance on par or slightly better than Nvidia's equivalent GPUs[2]. AMD is seen as a viable alternative in the AI hardware space alongside Google and Nvidia[2].

• Microsoft was not specifically mentioned in the latest 7-day reports for new AI hardware or semiconductor developments. However, as a major cloud and AI services provider, Microsoft likely remains a key customer and partner in this ecosystem, but no fresh news surfaced in this period from the search results.

In summary, Google's TPU chip ecosystem is rapidly expanding with strong industry interest and supply partnerships (Samsung, SK Hynix), challenging Nvidia's GPU dominance. Meta is poised to become a major TPU customer. AMD maintains competitive momentum in AI inference hardware. Microsoft had no new public AI hardware developments reported in the last week[1][2][3][4].

Sources:

• Manufacturing Economictimes Indiatimes (manufacturing.economictimes.indiatimes.com)


• Observer (observer.com)


• Techedt (techedt.com)


• Alm (alm.com)


• Aol (aol.com)

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Signal Health

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This report was auto-generated by Silicon Analysis. All research sections include citations to primary sources.