Google vs. Nvidia: Big Tech Polymarket predictions

00:00 Speaker A

Big moment for Yahoo Finance. We have launched our Polymarkets uh hub right on Yahoo Finance. It’s an amazing site. I was scrolling through this guys uh this morning and one uh prediction area caught my attention is who do people think will be the largest tech company by the end of June. Let’s toss that up on the screen. It was pretty fascinating. Kenny, uh it’s a battle between uh the likes of Nvidia, Google, and some other big cap tech names. Who do you think’s best situated uh to be uh to be the largest tech company? Is it still Nvidia moving forward?

00:36 Kenny

Uh, you know, Nvidia’s right up there. Um if it’s if it’s those four names, I am going to go with Nvidia. If it’s if if it’s Microsoft, Apple and Alphabet, if that’s what we’re looking at, I’m going to go with Nvidia.

00:54 Speaker A

Ellen, another one we I didn’t uh I was just briefly scanning uh this morning was, who will have the best model by the end of January. I mean, of course, it’s almost done because January is almost done. But Google, uh 100% of people think that Google will have the best model in the market. And, you know, I hear what Kenny’s saying, but Google’s making a strong case to at least, if they don’t make it to June, end this year as the world’s biggest company.

01:21 Ellen

I think Alphabet has a really good shot at getting that because they have a much less capital intensive model than uh Nvidia, even though they uh still are uh uh spending a lot of capital, but they are able to grow advertising, they’re able to uh catch up with Open AI when people thought they were left for dead a year ago. So I I would go with Google on this one.

01:52 Speaker A

And as I assume you’re coming in here with Nvidia.

01:55 Naz

Hands down, Alphabet, definitely.

01:58 Speaker A

Wow. Okay.

01:59 Naz

Yep.

01:59 Speaker A

Okay.

02:00 Speaker A

All right.

02:01 Naz

They’ve got YouTube, they’ve got the ads, they’ve got uh Gemini, they have all of those uh as as was just mentioned.

02:10 Speaker A

Naz, you’re always full of surprises. I appreciate you all. Amazing analysis on a big morning for earnings. You are all the best.