Cracks in Alphabet's AI Vision: Gemini 3.5 Pro Delay Rattles Shares

Alphabet shares faced significant downward pressure as reports emerged that the release of the Gemini 3.5 Pro model, a cornerstone of the company's AI strategy, has been postponed.

A Timing Crisis in Silicon Valley

In an era where every second counts in the AI arms race, the delay in Alphabet's next-generation language model was interpreted by markets as a "loss of momentum." The company's effort to maintain technological dominance is now undergoing a rigorous confidence test due to this setback in product development.

Competitive Pressure and Valuation Concerns

Rapid updates from Microsoft and OpenAI have intensified the pressure on Alphabet, leaving investors focused on the following critical points:

■The potential impact of the Gemini 3.5 Pro delay on cloud computing revenues.

■The speed at which competing models are capturing market share.

■The risk of an extended ROI timeline for the company's R&D expenditures.

From a quantitative perspective, this price correction shows a tendency toward the short-term Fibonacci 0.382 retracement levels. Algo-trading models are monitoring how high-volume selling will be absorbed at key support zones. If the dip below the Ichimoku cloud deepens, the medium-term trend may be revised downward; however, current volatility also suggests a potential 'shake-out' operation by market makers.