Google stock has surged over 60% in the last twelve months, fueled primarily by the aggressive integration of Gemini AI across its search and cloud ecosystems.
Summary: Our AI Investor Podcasts have been counting down the 12 trends that AI investors should be watching in 2026.
Alphabet NASDAQ: GOOGL has been one of the strongest performers among mega-cap technology peers over the past year, climbing more than 68% heading into the Feb. 12 session. That strength has been fueled by AI leadership, consistent earnings beats, and accelerating growth across cloud and advertising.
Top executives from global AI giants will join several world leaders in New Delhi this week for a major artificial intelligence summit, at a time when India is trying to lure more investment in the industry.
India will host the AI Impact Summit this week in New Delhi. Nvidia CEO Jensen Huang, OpenAI CEO Sam Altman and Alphabet CEO Sundar Pichai are all expected to attend.
Alphabet is one of big tech's dominant companies with the resources to outspend just about any other AI company out there. Despite doubling capex expected in 2026, Alphabet has a strong financial position and rapidly growing top-line numbers so it should be able to afford it.
Amazon and Alphabet announced plans to spend a combined $380 billion in 2026. Alphabet is tapping the debt market to raise cash for all of its spending.
Shares of Google's parent company, Alphabet, got dragged down by the Claude Cowork debut. Although Claude Cowork won't impact Google's primary business, it competes with Google's Gemini 3 AI tool.
This dominant internet company provides investors with an all-encompassing AI opportunity. Earnings growth and a reasonable starting valuation will help lift the stock price going forward.
Alphabet ( NASDAQ:GOOG ) dropped 5.29% this week, closing at $306.02 on Friday.
From AI tools to self-driving cars, new technologies regularly tout themselves as being autonomous. Yet, their companies often have to recruit us humans for help in unexpected ways.
Alphabet, Caterpillar and T-Mobile feature in fresh analyst reports, highlighting AI momentum, record backlog strength and subscriber growth.