Alphabet’s $5T valuation odds assessed

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Here's the latest news I'm tracking today.

 📈 Stocks / Finance

Alphabet’s $5T valuation odds assessed

Analyst argues Alphabet could reach a $5T valuation as cloud and AI growth lift margins. Google Search, YouTube engagement algorithms, and AI tools support momentum. It trades at a lower forward PE than Microsoft, though outcomes depend on broader tech market shifts.

SoFi's 402% rally tests rich valuation

SoFi shares are up 402% in three years, with Q3 revenue up 38% to $950 million and 905,000 new members. Adjusted net income is guided to roughly double to $455 million in 2025, but the stock trades around 44 times forward earnings, keeping valuation in focus.

TSMC long term forecasts hinge on AI demand and geopolitical risk

Analysts model TSMC at 646.8 dollars by 2030. Shares near 278 dollars in Nov 2025, up 38 percent YTD. Consensus target is 328.75 dollars. Forecasts highlight strong AI chip demand but note high US, China and Taiwan risk plus potential valuation pressure.

🪙 Crypto

Congress races to advance U.S. crypto legislation

Congress has under 40 days to move crypto bills, including market structure reforms. CFTC nominee Mike Selig advanced in committee and signaled focus on onchain markets. Key drafts remain unfinished and talks between Senate committees continue into 2026.

🌎 Global Economy

G20 advances multilateral agenda without the US

G20 leaders approved a 30 page declaration despite US absence, backing renewable funding, mineral supply reforms and debt relief. EU, Japan and Canada resisted US pressure on Ukraine language. COP30 delegates also maintained climate cooperation as US skipped both events.

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