Alphabet Inc (GOOG)
Alphabet: Emerging From The AI Pack
Alphabet is gaining AI leadership, with Gemini now the clear second LLM behind ChatGPT and gaining market share. A new chip deal highlights GOOG's advanced AI technology, reinforcing its competitive position against OpenAI and other tech giants. The company has a far stronger balance sheet and financial outlook to compete in the AI race providing better odds of success against the cash burning AI-focused businesses.
Meta Might Use Google TPUs in 2027. Should Nvidia Investors Panic?
Meta Platforms (NASDAQ:META) caused some ripples in the tech scene when it was reported that Mark Zuckerberg's tech titan is in discussions with Alphabet (NASDAQ:GOOG) to invest billions of dollars in Google TPUs (Tensor Processing Units) for its data centers by 2027.
Alphabet Stock Climbs 31% as Retail Traders Bet on TPU Price War With NVIDIA
Shares of Alphabet Inc. (NASDAQ: GOOGL) have surged approximately 31% over the past month, climbing from around $244 in early November to above $320 in early December.
Alphabet and Nvidia alone make up a third of the S&P 500's gains this year, in a sign of Big Tech's dominance
On the whole, Big Tech accounts for almost half of the index's 2025 rise, according to DataTrek.
Alphabet's Best Day Ever
Now a part of Alphabet Inc. (NASDAQ: GOOGL), Google began its ascent in the search engine business in the 1990s, and by the turn of the century, it was the dominant company in the sector.
Berkshire's Alphabet Bet Has Done Magnificently—Is it Too Late to Follow?
In case you missed it, it was revealed that Warren Buffett's legendary conglomerate Berkshire Hathaway (NYSE:BRK-B) punched its ticket to Alphabet (NASDAQ:GOOG) last quarter.
Nvidia: Competition From Google Should Help Ease Concentration Risks (Upgrade)
Nvidia maintains a strong moat in AI hardware despite Google's Gemini 3 Pro TPU advancements, with its CUDA ecosystem and more general-purpose GPUs. The chip maker's robust sales growth, high profitability, and continued pricing power counter fears of GPU commoditization and depreciation, supporting further stock gains. Risks include increased competition from custom chips, potential volatility from new AI partnerships, and higher financing costs if interest rates remain elevated.
Ukraine developing independent AI system with Google open technology, ministry says
Ukraine is developing a large language model using Google's open-weight Gemma framework, aiming to create an independent system for artificial intelligence operations amid rising demand across military and civilian sectors, the country's digital ministry and mobile operator Kyivstar said on Monday.
The Top 3 Risks Alphabet Investors Should Not Ignore
Alphabet's core risk is structural, not cyclical. Regulators worldwide are escalating pressure on the company's dominance in search, Android, and advertising.
The Deal With Meta: Google's AI Chips To Power A New Cycle Of Growth
Alphabet Inc. (GOOG) (GOOGL) is rated a Strong Buy, driven by robust AI momentum and a promising AI chips deal with Meta Platforms. Google's TPU chips position it as a viable Nvidia competitor, targeting a significant share of the AI data center market. Profitability and margins have improved, supporting a justified multiples expansion despite a P/E premium versus historical averages.
Is This the Undiscussed Reason Buffett Just Bought Alphabet (Google) Stock?
Berkshire Hathaway has been reducing its massive stake in Apple, and it recently bought Alphabet stock for the first time. Apple stock remains the largest position in the Berkshire Hathaway equity portfolio.
Is Gemini a Game Changer for Alphabet?
Gemini's true power comes from Alphabet's ecosystem, not model benchmarks. It strengthens Alphabet's defense during a significant shift in search behavior.
