Google hits frontier on private benchmarks yet stock plunges 8% after hours
bookwormengr · x · 2026-10-29
The poster argues markets are inefficient: Google's model now leads on Artificial Analysis's mostly-private V5 benchmark while also being the cost leader — the first time since ChatGPT's launch that one lab holds both, with the benchmark respected even by Anthropic and OpenAI.
Yet the chart shows GOOG closed at $321.89 and plunged 8.27% after hours to $295. The poster also cites a Meta-level AI management change at Google and strong TPU momentum, arguing analysts simply haven't noticed what happened.
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