Word on the Street is that Gemini's recent momentum could push Alphabet's stock toward the $400 mark—a bold call that's got traders buzzing. The AI race is heating up fast, and some analysts are betting that this surge might actually force a major AI lab to rethink its spending spree.

Here's the twist: if one of the big players starts trimming capital expenditures, it's not just a headline—it could ripple through the entire tech ecosystem. AI infrastructure burns cash like crazy, and any pullback might free up resources or shift focus elsewhere. For the crypto crowd, this matters more than you'd think. AI compute demand has been squeezing GPU supply, indirectly jacking up mining costs for certain chains. If capex cools down, we might see some breathing room.

Plus, when tech giants sneeze, risk assets catch a cold. Alphabet hitting $400 could spark a broader rally in growth stocks, and historically, that kind of momentum tends to bleed into crypto markets—especially when liquidity is hunting for the next narrative. Keep your eyes on how this AI arms race unfolds. The money moves fast, and so do the opportunities.