Bottoming Attempt

Investors treat the $766 billion monthly loss as overdone after Alphabet offers clearer evidence that AI Mode can be monetized without permanently destroying search economics. This is plausible because the selloff has already reset valuation to unusually depressed levels, leaving room for a tactical rebound on credible guidance.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.