Alphabet Inc. (NASDAQ: GOOG) shares climbed 2.1% on Friday, November 28, 2025, as retail sentiment surged to 64 (bullish) while NVIDIA Corporation (NASDAQ: NVDA) sentiment dropped to 33 (bearish).
Netflix had won the streaming war long before investors noticed. I argue the same is already true in AI – and the winner is Alphabet. Everyone chases the “smartest chatbot,” but the real prize is who controls the pipes, the chips, and the screen you stare at. That's where Alphabet quietly pulled ahead. If AI becomes a commodity, most players get squeezed. Alphabet doesn't. Its full-stack, TPU-powered model lets it give AI away “for free” and still win big—for years.
Alphabet NASDAQ: GOOGL is not only outperforming the broader market in 2025, but it has also overtaken many of its Magnificent Seven peers and, more importantly, its closest AI competitors.
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Quantum computing promises to revolutionize fields like drug discovery, cryptography, and climate modeling by solving complex problems in minutes that would take classical supercomputers billions of years.
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AI infrastructure is the new investment frontier, with Nebius scaling fast and Google leveraging its cloud dominance for growth.
Alphabet's stock is technically very overbought. While that's not necessarily a reason to sell, new buyers may want to hold off for a little while.
Certain AI plays bucked the tech sector's selloff as the market got more discerning.
If there's widespread adoption of Google's TPU ecosystem, there are plenty of stocks that may flourish as a consequence.