Google employees are testing a newer version of the company's flagship AI model, Gemini 4. The latest internal release is codenamed Carbon.
Alphabet TodayGOOGLAlphabet$354.01 +5.72 (+1.64%) As of 12:37 PM Eastern This is a fair market value price provided by Massive. Learn more.52-Week Range$235.84▼$408.61Dividend Yield0.25%P/E Ratio17.80Price Target$425.72Add to WatchlistJust days ago, Alphabet NASDAQ: GOOGL looked like a stock coiled and waiting for a spark.
Alphabet just posted one of its best quarters ever, yet the stock sits nearly 15% below its May peak while Wall Street quietly raises its targets.
The economics of game development are undergoing a structural shift. Historically, creating interactive 3D media required specialized coding knowledge or participation in closed, proprietary ecosystems.
Alphabet is reiterated as a 'strong buy' due to unmatched AI compute scale, TPU cost advantages, and expansive monetization opportunities. GOOG's deliberate compute allocation prioritizes profitable enterprise and cloud segments over aggressive consumer AI agent rollouts like Meta's Muse. TPUs enable GOOG to buy 1.5x more compute per dollar, positioning GCP for EBIT margins rivaling AWS and supporting triple-digit cloud growth forecasts.
Broadcom has been partnering with Alphabet on chip design for years and projects that its AI semiconductor revenue will more than triple year over year in its fiscal third quarter. Marvell Technology has a clear path toward years of revenue growth after securing a $120 billion deal with Alphabet.
Alphabet faces a pivotal tension: Gemini AI could disrupt its core search ad business, yet also drive future growth. GOOGL posts accelerating top-line growth—four quarters of 16–24% sales increases—while reported earnings are distorted by large unrealized investment gains. Despite strong long-term outperformance, GOOGL has underperformed the market year-to-date, with technicals signaling recent selling pressure and momentum weakness.
President Trump's largest August stock purchase landed in a tech company already moving fast, and the trade raises questions about what investors betting on AI and advertising growth are actually pricing in.
At a Google Cloud event on Thursday, the company announced it's bringing its Gemini AI into the agentic age, with the launch of a unified agent that can not only answer questions but also get things done on the user's behalf, all from a single interface.
Artificial intelligence (AI) hyperscaling has hit a physical wall. Tech conglomerates spent the past two years securing semiconductor chips, but powering those processors requires electricity levels the current grid cannot supply.
Alphabet trades at a lower earnings multiple than Microsoft and Meta while growing faster than both, yet the stock sits nearly 15% below its 52-week peak. One specific catalyst in 2027 could be what finally closes that gap.
Isomorphic Labs, the artificial intelligence (AI) drug discovery startup spun out of Alphabet Inc (NASDAQ:GOOG)'s Google DeepMind, is in early talks to raise new funding at a valuation of at least $40 billion. The London-based company could be valued as high as $50 billion in the financing, although the talks are ongoing and terms could change before any deal closes, a report by Bloomberg said.