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Alphabet Races Toward $4 Trillion Valuation as AI-Fueled Gains Accelerate
Alphabet's AI momentum with Gemini 3 and TPU chip deals, including Meta's potential $billions investment, drives shares up nearly 70% this year, nearing $4 trillion valuation.
- On Monday, Alphabet closed in on a US$4-trillion valuation after shares hit a record US$315.9, giving it a market capitalization of US$3.82-trillion.
- This year, Alphabet rebuilt momentum through Google Cloud and Gemini 3 by attracting Warren Buffett's Berkshire Hathaway and earning strong early reviews for the Gemini 3 model.
- Market reaction was swift as Nvidia and AMD shares fell about 2% after The Information reported Meta is considering using Google's TPUs in 2027 and renting chips next year.
- Market moves, including Nvidia's shares falling, suggest investors see Google as a potential challenger, with insiders estimating about 10% of Nvidia's revenue could be captured.
- Analysts note Google is pushing to challenge Nvidia amid a flurry of AI headlines, but demand for TPUs has surged as businesses seek Nvidia alternatives and Google faces Nvidia's proprietary code and a CUDA base of more than 4 million developers.
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Why Alphabet Stock Moved Higher Again Today
Key PointsMeta is reportedly interested in acquiring AI chips from Alphabet's Google. Deal or no deal, Alphabet is a financial powerhouse with the resources and market position to be a big winner in the AI market. 10 stocks we like better than Alphabet › Alphabet (NASDAQ: GOOG) stock continued its strong run with the shares up as high as 3.2% in early morning trading. The move today comes as news broke that Meta is reportedly in talks with Alpha…
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Coverage Details
Total News Sources65
Leaning Left8Leaning Right8Center13Last UpdatedBias Distribution45% Center
Bias Distribution
- 45% of the sources are Center
45% Center
L 28%
C 45%
R 27%
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