According to @CNBC, the stock market now believes Google is winning the AI race over OpenAI and Nvidia, reflecting a leadership shift inferred from current market pricing as of December 2, 2025 (CNBC). According to @CNBC, this perceived change in AI leadership is a key sentiment signal that traders track across AI-exposed equities and related risk assets to gauge momentum in the AI narrative and cross-asset correlations (CNBC).