Google Negotiates to Supply AI Chips to Meta; Nvidia and AMD Stocks Decline
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 25 2025
0mins
Source: Yahoo Finance
Google's AI Chip Collaboration: Google is negotiating with Meta and other companies to allow them to utilize its Tensor AI chips.
Market Reactions: Following this news, shares of Google and its partner Broadcom experienced an increase, while Nvidia and AMD saw a decline.
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Analyst Views on META
Wall Street analysts forecast META stock price to rise
44 Analyst Rating
37 Buy
6 Hold
1 Sell
Strong Buy
Current: 612.340
Low
655.15
Averages
824.71
High
1117
Current: 612.340
Low
655.15
Averages
824.71
High
1117
About META
Meta Platforms, Inc. is building human connections, powered by artificial intelligence and immersive technologies. The Company's products enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality (VR) and mixed reality (MR) headsets, augmented reality (AR), and wearables. It also helps people discover and learn about what is going on in the world around them, enabling people to share their experiences, ideas, photos, videos, and other content with audiences ranging from their closest family members and friends to the public at large. The Company's segments include Family of Apps (FoA) and Reality Labs (RL). FoA segment includes Facebook, Instagram, Messenger, WhatsApp and Threads. RL segment includes its virtual, augmented, and mixed reality related consumer hardware, software and content. Its product offerings in VR include its Meta Quest devices, as well as software and content available through the Meta Horizon Store.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Healthy Margins: The company maintains healthy profit margins, reflecting success in cost control and operational efficiency, despite facing pressures from substantial capital expenditures while still sustaining profitability.
- Capex and Cash Flow: The future stock price trajectory will depend on whether Meta's capital expenditures can translate into actual monetization; continued pressure on free cash flow could undermine investor confidence.
- Execution Critical: While there is compelling upside potential, the company's performance in executing its strategies will be more crucial than ever, with investors needing to monitor its tangible outcomes in AI and advertising.
See More
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- Industry Coordination: In her new role, Bondi will facilitate collaboration between the U.S. government and members of the tech industry, ensuring that policies align with industry developments to promote technological innovation and application.
- Involvement of Tech Giants: The committee also includes executives from major companies like Meta, Oracle, and Nvidia, reflecting the Trump administration's emphasis on the tech sector and aiming to tackle significant technological challenges facing the nation through the involvement of industry leaders.
See More
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- Investor Caution: Despite the excitement surrounding SpaceX's IPO, historical trends indicate that many mega-IPOs perform poorly in their early days, advising retail investors to be cautious and avoid chasing hot stocks.
- Valuation Risks: SpaceX's price-to-sales ratio is nearly 94, significantly higher than the typical range of 30 to 45 for industry peers, and coupled with substantial operating losses and a capital-intensive model, this could diminish its post-IPO appeal.
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