若传闻中的自我改进技术得到证实，GOOGL 股价有望在年底收于远高于当前的水平。

Now, they say that Claude is now working inside Google Workplace. This is your Google Docs. These are your Google Sheets . That's interesting, isn't it? Because Google has Gemini, but I like Google's strategy.

They are allowing Anthropic to operate within their ecosystem , and frankly, from a business perspective, that's what they need.

Now, let's move on to Google. Google shares started at $340. It rose by more than 2% this week. It ended the week at $347. Google has overtaken Anthropic in the prediction markets to take the lead in 2026.

This is for December in the AI race . At certain times this year, I think Anthropic had a 70% to 80% probability of leading the AI race.

So, when I see a shift like this , it means that Google is hiding something. We've heard rumors that they may possess iterative self-improvement technology , where the model improves itself.

It's clear we have Gemini 4. Arjun has been announced . It has been released to select partners . This preview may go very well , because there are people using the latest Google Gemini models, not the general public, but developers and cybersecurity experts , and they may see something in the backend system that they have never seen before.

I think this is really interesting, and I think it might explain a little of the move we've seen in Google's stock this week. If this is true, Google shares are likely to end the year at a much higher level.

Waymo's self-driving unit has secured $5 billion in debt financing from outside lenders. This is the first time Waymo has actually received debt financing from outside the company , and they have raised $5 billion.

What will they do with that? They will begin offering driverless rides in the wonderful city of Detroit. Now, Google has unveiled its own "Gemini" agent , ready to work within companies using a single order box .

This is more like " embodying" or acting as an agent for the chatbot, so to speak.

Constellation Energy, a publicly traded company ( CEG), signed a deal with Amazon last week and a major nuclear deal this week with Google, as the company enters into 20-year power purchase agreements with the tech giants.

However, it turned out that the $20 billion was actually going to companies like Microsoft and Amazon through Bedrock and their cloud computing platforms . So, I think this clearly demonstrates the transformation we are witnessing.

Large companies , and I think this shift is likely to continue to accelerate. Companies will experiment with OpenAI and Anthropic's APIs, but will end up purchasing the services in the long run via AWS, Azure, or Google Cloud.

That's why I'm optimistic about these three cloud platforms.

Google, a nice move. We see this in the semiconductor sector, where a gap formed and then sprang upwards. Google is making this push upwards. Could this graph resemble Intel? Could it resemble some of the other semiconductor names that rose last week? We'll see what happens there.