Alphabet Inc.'s market cap has surpassed $4 trillion, as consistent execution across Gemini, TPUs and broader Google Cloud Platform has reinforced its positioning as a durable beneficiary of the AI supercycle. The newly announced multi-year deal to power Apple's AI stack with Gemini and Google Cloud technology is also a material game changer. Not only will the partnership deepen Gemini's edge AI distribution across iOS, but it'll also reinforce conversion to paid subscriptions and drive adjacent demand to Google's broader compute stack.
Alphabet remains a top AI pick, driven by its vertically integrated AI stack and strong momentum among tech majors. GOOG's vertically integrated AI stack, including 7th Gen TPU Ironwood, delivers unmatched performance and cost advantages over competitors reliant on Nvidia GPUs. The Gemini AI platform is gaining market share, enabling GOOG to embed advanced AI models into free products without margin erosion.
Google parent Alphabet Inc. on Monday became the fourth Big Tech powerhouse to be valued at $4 trillion, a once seemingly unfathomable milestone that's become more like a rite of passage amid an artificial intelligence arms race.
Google will start developing and manufacturing high-end smartphones in Vietnam this year, Nikkei Asia reported on Tuesday, citing sources familiar with the matter.
Glen Kacher, Light Street Capital founder, joins 'Closing Bell' to discuss the latest news regarding Alphabet and Apple, Google's position in the market and much more.
Alphabet delivered a 66% return in 2025, outperforming all Magnificent-7 peers and driving S&P 500 gains. I downgrade GOOG from strong buy to buy, citing stretched valuation—forward P/E expanded from 20x to 30x, limiting upside potential. Gemini 3.0's technical superiority and TPUs' strategic value reinforce GOOG's innovation edge, yet major positive catalysts seem priced in.
Google parent company Alphabet's market capitalization reached $4 trillion Monday (Jan. 12), driven by its recent successes in artificial intelligence (AI). The company's shares reached a record $334.04 in intraday trading, lifting its market cap to $4.03 trillion for the first time, The Wall Street Journal reported Monday.
Recently, Zacks.com users have been paying close attention to Alphabet (GOOG). This makes it worthwhile to examine what the stock has in store.
Alphabet (GOOGL) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
With the S&P 500 closing in on the 7,000 mark to start 2026 on the right footing, now seems like a good time to reflect on the big winners from 2025 and ponder whether there's more gas left in the tank.
Perhaps going down the open-source route wasn't the way to go. With Meta Platforms (NASDAQ:META) now going down the proprietary AI model route after its LLaMa model fell short of expectations, questions linger as to whether the social-media and metaverse titan can really make up ground in the AI scene, one that's been dominated by OpenAI, Google (whose parent company is Alphabet (NASDAQ:GOOG)), and Anthropic.