Well, in case you were staring at your portfolio this morning wondering if you were gonna have anything to be thankful for besides canned cranberry sauce and football injuries… fear not.

You can send a glitter-covered thank-you card straight to Donnie Politics for what he did to Nvidia today. And while you’re licking envelopes, maybe fire one off to Alphabet HQ too, because they single-handedly gagged the “AI bubble popping!!!” doom choir for at least one blessed news cycle.

Their tag-team energy drink–fueled heroics helped the S&P 500 (+1.5%), Nasdaq (+2.6%), and Dow (+0.5%) keep riding the high from Friday… the day Fed member John Williams practically looked into the camera like he was Jim Halpert and whispered, “December rate cuts? Oh yeah, baby, we still doing that.”

Then Nvidia came sprinting out of the tunnel like it just heard the Monday Night Football theme. Reports started swirling that Trump might greenlight H200 chip exports to China. Not the neutered H20 chips Biden made them peddle. Naturally Nvidia shareholders saw dollar signs (+2%).

Alphabet quickly followed with a 6% pop of its own after rolling out its upgraded Gemini 3 model… just eight months after Gemini 2.5 dropped, which in AI time is a century. But the market didn’t care. Alphabet’s move yanked the whole AI ecosystem upward. Broadcom: +11%, Micron: +8%, Palantir: +6%, and AMD: +6%.

And then just when things felt like they couldn’t get any more bullish… Deutsche Bank wandered into the room and said “Yeah, so… we think the S&P hits 8,000 by the end of 2026.” Jim Reid, their macro brain, says rapid AI adoption will launch the next great productivity boom to outer space. His one warning: we won’t actually know who the winners or losers are until after 2026, which seems like a really easy copout in case this prediction goes completely sideways.

If you read all of this, congrats for having a 10 second attention span (better than me). As always, here’s our heatmap for today.

At the time of publishing this article, Stocks.News holds positions in Alphabet as mentioned in the article.