Alphabet Emerges as a Leading Player in the Artificial Intelligence Race

Alphabet, the parent company of Google, is gaining attention as a key leader in artificial intelligence (AI). The company is not only building popular AI chips but is also developing large language models, like its AI assistant Google Gemini, which now serves 650 million monthly active users.

Alphabet has outperformed many of its large technology peers this year, with investors increasingly confident in its ability to turn AI investments into real revenue growth. Its vast collection of data across its various businesses is seen as a strong advantage for improving and expanding its AI products.

While many new AI companies are still working to prove themselves, Alphabet's established position and scale make it a safer long-term option for those interested in the AI sector.

Alphabet's main AI product is Google Gemini, an AI assistant used by hundreds of millions of people each month.

Alphabet is considered a leader because it has strong AI technology, a large user base, and a huge amount of data from its services to improve its AI systems.

Unlike many new AI companies, Alphabet is already established, profitable, and has proven technology and market share.

Investors are optimistic because Alphabet shows strong growth from AI products and has successfully turned AI investments into real business results.

The Motley Fool

This AI company is making popular AI chips and developing a leading large language model. It should see strong sales growth across its hardware business while more developers license its model.

The Motley Fool

Alphabet has become a major player in the AI race. Its AI assistant, Google Gemini, has 650 million monthly active users and a growing market share.

Market Watch

Alphabet took the title as this year's top-performing ‘Magnificent Seven' stock, but the AI competition is fierce

CNBC Television

CNBC's MacKenzie Sigalos reports on how a roughly 60-point year-to-date spread inside the Mag 7 is turning into a referendum on AI monetization — rewarding Alphabet and Nvidia while pressuring big spenders like Amazon and Meta.

The Motley Fool

Many new AI companies are making big promises without much progress to show for it. Alphabet's massive quantity of data from its businesses gives it an advantage in training AI.

Proactive Investors

Dan Ives is doubling down on artificial intelligence heading into 2026, arguing that investor excitement (and anxiety) around the scale of the AI buildout points to a pivotal year for the technology and the stocks most exposed to it. The Wedbush analyst said 2026 is shaping up as an “inflection poin...

CNBC Television

CNBC's MacKenzie Sigalos reports on the Mag 7 split as investors punish heavy AI capex without clear returns — and model convergence makes distribution the deciding edge heading into 2026.

Barrons

Alphabet stock was the best performer in the Magnificent 7 in 2025, as investors grew more confident in its AI and search strategy.

CNBC Television

CNBC's MacKenzie Sigalos reports on the Mag7 splitting into AI “earners” and “spenders” — with investors rewarding companies converting capex into profit now, and warning that model convergence could make distribution the next deciding edge in 2026.

The Motley Fool

All three of these stocks enjoy wide competitive moats in industries beyond AI. Strong cash-flow generation provides each of them with the ability to invest in new opportunities and stave off competition.

The Motley Fool

The mainstream introduction of AI and increased competition was one of the best things to happen to Alphabet. The company has a big structural cost advantage with its custom AI chips.

The Motley Fool

Nvidia, with earnings reaching record levels, is one of the first winners of the AI boom. The tech giant says AI inferencing will be a major growth driver in the years to come, so it's placed a big bet on that area.

WSJ

Nvidia leads the pack, but faces increasing competition and supply-chain challenges.

The Motley Fool

Microsoft's Azure has been the fastest grower of the big three cloud computing companies. Alphabet has a cost advantage with its custom AI chips that should become more evident starting next year.

The Motley Fool

In October, Nvidia's market cap briefly topped $5 trillion. While that particular "Magnificent Seven" stock has since pulled back, another member could join the $5 trillion club this year.

Finbold

Alphabet (NASDAQ: GOOGL), Google's parent company, enters 2026 with renewed investor interest following a strong rebound driven largely by artificial intelligence (AI).

Finbold

One of the most popular trading subreddits, r/WallStreetBets, has voted on a list of top 10 stocks for 2026, showing preference for big tech leaders on one hand and high-risk artificial intelligence (AI) plays on the other.

The Motley Fool

Nvidia's GPUs are the gold standard for training and running AI programs. The company says it has $500 billion in orders through the end of 2026.

Zacks Investment Research

Zacks.com users have recently been watching Alphabet (GOOG) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Zacks Investment Research

Recently, Zacks.com users have been paying close attention to Alphabet (GOOGL). This makes it worthwhile to examine what the stock has in store.

Zacks Investment Research

The Artificial Intelligence arms race is going to enter a decisive phase after years of heavy investment in chips, data centers and foundational models. The focus is now shifting toward scale, monetization and competitive advantage.

The Motley Fool

These AI stocks are the cheapest of the Magnificent Seven tech stocks. These players are well-established market giants, and the AI boom could offer them a new wave of growth in the coming years.

Invezz

Artificial intelligence (AI) chip stocks had a blockbuster 2025, with leading names – Nvidia, Intel, Broadcom, and AMD – each rallying more than 40% in the trailing 12 months.

Benzinga

Wall Street is already looking past 2025 and positioning for the next phase of the artificial intelligence boom, and Wedbush analyst Dan Ives says investors should focus on the “AI ripple effect” winners beyond just chipmakers.

24/7 Wall Street

Even after slipping mildly to end the year, shares of Alphabet (NASDAQ:GOOGL) are poised to close off 2025 as the most magnificent performer of the Magnificent Seven, with gains of around 65%.

Market Watch

Besides Nvidia, Wedbush's Dan Ives recommended three other “Magnificent Seven” stocks to play the AI trade, plus a “cult” stock and a software company.

Zacks Investment Research

Alphabet remains one of the most strategically positioned companies in technology, combining dominant search economics, accelerating cloud momentum, and expanding AI-driven fundamentals.

The Motley Fool

Nvidia remains the king of AI infrastructure, and its recent acquisitions only add to its strength. Alphabet benefits from being vertically integrated and controlling the whole tech stack.

Schwab Network

ChatGPT stands as the biggest AI chatbot, but @LikeFolio's data shows a closing gap. Landon Swan says Alphabet's (GOOGL) Gemini grew over 300% year-over-year compared to GPT's 87%.

The Motley Fool

Alphabet is the most important internet company in the world. The cloud computing segment grew by more than 30%.

Zacks Investment Research

NVDA surged 40% on AI demand, but Micron and Palantir outpaced it as HBM memory and AI platforms drive faster growth in 2025.

Investors Business Daily

Dow Jones AI giant Nvidia stock hit an early buy point in recent sessions after shares bullishly regained their 50-day line.

Schwab Network

John Freeman expects the AI race to continue full speed in 2026. He points to ChatGPT as a sign of what's to come.

MarketBeat

While GPUs and data center technology continue to underpin NVIDIA's NASDAQ: NVDA results and outlook, the company made some strategic shifts in 2026 that set it up for long-term dominance in AI markets. Among them is a focus on architecting and building a global AI ecosystem, including the energy gr...

The Motley Fool

Alphabet is currently the third-largest company in the world and on track to benefit from the adoption of AI in multiple areas. Analysts may be underestimating Alphabet's growth potential for 2026.

The Motley Fool

Nvidia and TSMC are two market leaders with wide moats set to benefit from the continued AI infrastructure build-out. Alphabet has big advantages through its distribution edge and complete AI tech stack.

The Motley Fool

Alphabet's stock entered 2025 at an undervalued level. A host of concerns were hanging over the tech giant a year ago.

Seeking Alpha

Alphabet (GOOGL) remains a top pick for 2026, having outperformed the S&P 500 by a wide margin since 2024. GOOGL's core ad business and YouTube are growing double digits, while Cloud revenue surged 34%, driving diversification and resilience. Favorable DOJ resolution and OpenAI's missteps have stren...

Zacks Investment Research

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

Investors Business Daily

Wall Street analysts expect Google's EPS growth to slow in 2026 amid huge AI investments. Cloud growth will be key.

MarketBeat

Advanced Micro Devices NASDAQ: AMD appears to be one of the most compelling AI setups for 2026, due to the company's position in the GPU market and the expected launch of its MI450 line, which has the potential to impact revenue and earnings.

Investors Business Daily

One of the best stocks of 2025 and in demand among the best mutual funds, Advanced Energy looks to power a new breakout.

The Motley Fool

Nvidia's dominance in the computing world is coming into question. Tech giant Alphabet might start selling a product to rival Nvidia's.

Schwab Network

Rick Ducat breaks down the chart of Alphabet (GOOGL), which has outperformed its sector and the broader S&P 500 (SPX). He goes over the price target raise it saw today, looks at technical levels to watch, and examines options activity in the name today.

CNBC

Alphabet shares jumped 65% in 2025, their sharpest rally since 2009, when the stock doubled coming out of the financial crisis. After a tough first few months this year, Google picked up momentum with a number of AI products and announcements.

The Motley Fool

Building on a huge upward move in 2024, the growth stock once again crushed the S&P 500 this year. Nvidia's recent business performance has been nothing short of extraordinary.

The Motley Fool

Demand continues to outstrip supply for the data center chips and networking equipment used in artificial intelligence (AI) development. Broadcom's custom AI accelerators are increasing in popularity, with leading start-up Anthropic placing a whopping $21 billion worth of orders.

Seeking Alpha

The market's favorite AI trades may already be priced for perfection. A quieter corner of the AI boom is generating real cash flows. Dividend growth investors may be looking in all the wrong places.

The Motley Fool

Taiwan Semiconductor (TSMC for short) has been a clear winner in the AI era, steadily increasing its market share. Nvidia's growth outlook appears strong, with its Rubin chip's impending arrival expected to also boost TSMC.

The Motley Fool

Alphabet should continue to benefit from a strong AI tailwind in 2026. Vertex Pharmaceuticals has several growth drivers in the new year.

The Motley Fool

These two stocks already are winning in AI and offer investors solid long-term prospects, too. Both of these players are leaders in their specialty areas.

The Motley Fool

Nvidia, Amazon, and Alphabet all have strong AI moats in different ways that give them an edge over the competition. Taiwan Semiconductor is the backbone of AI creation and is trading at an excellent price.

The Motley Fool

An estimated 75% of stock market returns since November 2022 have come from AI stocks. In the past six months, Apple has outperformed most AI stocks.

The Motley Fool

Alphabet has a big AI growth opportunity. Toast is seeing strong revenue growth and starting to expand into adjacent markets.

The Motley Fool

Alphabet's diverse business and comprehensive artificial intelligence (AI) stack make the company a safe investment. Tesla is swinging for the fences with Tesla Optimus, but it best not miss.

MarketBeat

The AI trade proved its worth again last year, as tech stocks finished with a more than 22% gain. That led to the sector outperforming the broad S&P 500 for the 11th time in the past 12 years.

The Motley Fool

Nvidia remains well positioned to benefit from the ongoing artificial intelligence (AI) infrastructure buildout. TSMC has become an invaluable player in the semiconductor space.

24/7 Wall Street

It's certainly going to be an interesting year ahead for mega-cap tech stocks. You know, the few companies that drive the vast majority of the overall market's return, growth, and earnings.

The Motley Fool

Druckenmiller opened positions in these three AI leaders in the third quarter of 2025. The billionaire has invested in AI stocks throughout this AI boom.

Investors Business Daily

Google-parent Alphabet is one of the world's largest technology companies. So let's look at a butterfly spread on Google stock.

Schwab Network

The lesson Austin Lyons says he will take away from 2025 is the deep ties AI has to the CapEx story. Companies like Nvidia (NVDA) and TSMC (TSM) are juggernauts he expects to benefit as AI spending accelerates in 2026.

Seeking Alpha

OpenAI's massive funding and planned IPO in 2026 underpin a bullish AI sector outlook, especially for chip and AI cloud providers. Chip leaders like Nvidia, AMD, and Broadcom are positioned for explosive EPS growth, trading at attractive forward P/Es relative to projected gains. Oracle, CoreWeave, a...

The Motley Fool

Taiwan Semiconductor is a key supplier in the AI buildout. Amazon's financial success largely depends on the performance of its cloud computing wing.

Investors Business Daily

Three of the four — Amphenol, Alphabet and Reddit — have ties to artificial intelligence, which is expected to remain a major investment theme in 2026.

The Motley Fool

Alphabet is one of the best ways to capitalize on the AI revolution, considering its diversified approach to the technology. Alphabet's growth could accelerate remarkably due to AI, and its valuation is still at an attractive level for new buyers.

Finbold

As Nvidia's (NASDAQ: NVDA) stock trades just below the $200 mark, insights from OpenAI's ChatGPT suggest the equity is likely to trade higher by the end of January 2025.

Schwab Network

Marcus Bodet expects AI strength in 2026, including in sectors like infrastructure. He thinks M&A activity will pick up into the first half of next year, especially from hyperscalers like Meta Platforms (META) or Alphabet (GOOGL).

The Motley Fool

The Department of Defense recently created a new program called GenAI.mil. Alphabet's artificial intelligence (AI) platform Gemini will be heavily featured in the GenAI.mil system.

The Motley Fool

The AI bubble won't burst, but the S&P 500 won't deliver a fourth consecutive year of double-digit returns in 2026. Small-cap, mid-cap, and renewable energy stocks could perform well in the new year.

The Motley Fool

Nvidia's graphics processing units are the industry standard in artificial intelligence infrastructure, but the company is truly formidable due to its full-stack strategy. Meta Platforms is using artificial intelligence to improve engagement and advertising conversion rates across its portfolio of i...

The Motley Fool

Google parent Alphabet covers nearly all of the bases in AI. Micron Technology is dirt-cheap compared to Palantir.

The Motley Fool

AI stocks have been lucrative in recent years, and experts say the industry isn't done growing. Despite concerns about a potential bubble, most Americans remain optimistic about this technology.

The Motley Fool

Nvidia's enormous financial resources should enable it to produce further innovative solutions for AI for many years. Alphabet's investments in data centers and AI chips should continue to pay off for investors.

Schwab Network

Wedbush's Matthew Bryson is impressed with how Nvidia (NVDA) shares closed 2025 amid a slew of AI headwinds. When it comes to possible catalysts, he tells investors to watch for any headlines surrounding China sales.

The Motley Fool

Nvidia's financials continue to improve. Its GPUs are in high demand from AI companies.

The Motley Fool

Nvidia remains well positioned to benefit from the AI infrastructure buildout. Broadcom has a huge opportunity in front of it with custom AI chips.

Zacks Investment Research

NVIDIA leads three AI stocks set to benefit from the January Effect as renewed buying, easing trade tensions and AI demand fuel momentum.

CNBC Television

CNBC's Andrew Ross Sorkin reports on the latest news.

MarketBeat

In the AI world at the start of 2026, the biggest names tend to be either hardware providers like NVIDIA Corp. NASDAQ: NVDA or stalwart tech giants with an interest in the space, such as Microsoft NASDAQ: MSFT. Since many leading AI companies like OpenAI and Anthropic are not publicly traded, invest...

Investors Business Daily

After hitting new highs in 2025, some AI stocks pulled back. In 2026, investors will look for revenue growth amid big investments.

Zacks Investment Research

NVDA rises 38.8% in 2025 as AI-led data center demand drives revenues, earnings and cash flow, supporting a case to stay invested.

The Motley Fool

ASML's most advanced machines will be essential for producing next-generation artificial intelligence (AI) chips. Nvidia's investment thesis is compelling even as competition heats up.

MarketBeat

The S&P 500 wrapped up 2025 with a total return of about 18%, the third straight year above historical norms but a lower figure than the gangbusters 25% returns of 2023 and 2024. AI euphoria is still the strongest market trend entering 2026, and the usual suspects like NVIDIA Corp. NASDAQ: NVDA and...

The Motley Fool

Broadcom's AI chips are growing in popularity. Amazon's and Alphabet's core business segments are doing quite well.

Market Watch

The semiconductor trade was mostly riding high on Monday as enthusiasm for the artificial-intelligence boom carried into the new year.

Show All Sources

Price

314.34

Intrinsic Value

191.32

Open

Price

187.24

Intrinsic Value

221.31

Open

Price

314.34

Intrinsic Value

191.32

Open

Price

187.24

Open

Nvidia has launched its next-generation AI platform, called Rubin, introducing six new chips and an advanced AI supercomputer. The new lineup includes the Vera CPU, Rubin GPU, NVLink 6 Switch, ConnectX-9 SuperNIC, BlueField-4 DPU, and Spectrum-6 Ethe...

14 hours ago

Stock Movements

Jan 5, 2026

Nvidia shares rose after its manufacturing partner Foxconn reported strong growth in shipments of AI server racks. Foxconn, a major electronics producer based in Taiwan, said demand for its AI server products, which use Nvidia's technology, continues...

Jan 5, 2026

Corporate Moves

Dec 24, 2025

Nvidia has entered into a non-exclusive licensing agreement with Groq, a startup known for its advanced artificial intelligence (AI) chip technology. This means Nvidia will have access to some of Groq's AI-inference chip designs, but Groq will remain...

Dec 24, 2025

Stock Movements

Dec 24, 2025

Intel shares dropped after reports that Nvidia has stopped testing one of Intel's new chip production processes called '18A.' According to news sources, Nvidia had been evaluating if its chips could be made using Intel's advanced 18A manufacturing t...

Dec 24, 2025

Regulatory Actions

Dec 23, 2025

Waymo, the self-driving car company owned by Alphabet, temporarily stopped its robotaxi service in San Francisco over the weekend. The pause came after a widespread power outage knocked out traffic signals across the city, causing Waymo vehicles to s...

Dec 23, 2025

Mergers & Acquisitions

Dec 22, 2025

Alphabet, the parent company of Google, announced it will acquire Intersect, a company specializing in data center and energy infrastructure solutions, for $4.75 billion. The deal includes Intersect's current data-center projects, assets that are st...

Dec 22, 2025

Regulatory Actions

Dec 19, 2025

Nvidia's stock gained about 3% following news that the U.S. government is getting closer to approving exports of certain advanced artificial intelligence (AI) chips to China. This possible regulatory change could allow Nvidia to access one of the wor...

Dec 19, 2025

Corporate Moves

Dec 17, 2025

The Academy of Motion Picture Arts and Sciences has signed a multi-year agreement with YouTube, making the video platform the exclusive global streaming home of the Oscars beginning in 2029. This new deal means that, starting with the 101st Academy...

Mergers & Acquisitions

Other News

View All

15 hours ago

HLT

+2.63%

Hilton Hotels has ended its relationship with a Minnesota hotel after reports surfaced that Immigration and Customs Enforcement (ICE) agents had their reservations cancelled. The Department of Homelan...

Jan 5, 2026

0HMI

-31.25%

Bed Bath & Beyond has named its Executive Chairman, Marcus Lemonis, as the company’s new Chief Executive Officer. The announcement was made in a company letter and regulatory filing on Monday. Lemonis...

Jan 5, 2026

CMCSA

-2.52%

Comcast has completed the separation of Versant Media Group into a standalone public company. The move was finalized after the market closed on Friday, and Versant shares began trading on the Nasdaq S...

View All

Lucid Group, Nuro, and Uber have revealed a new premium electric robotaxi, moving forward with plans to launch an autonomous ride service later this year. The vehicle was unveiled at the Consumer Elec...

17 hours ago

	Johnson & Johnson NYSE:JNJ	204.79 USD 0.23%
	Berkshire Hathaway Inc NYSE:BRK.A	748 000 USD -0.03%
	Bank of America Corp NYSE:BAC	57.25 USD 0.63%
	Mastercard Inc NYSE:MA	580.34 USD 2.07%
	UnitedHealth Group Inc NYSE:UNH	348.97 USD 2.03%
	Exxon Mobil Corp NYSE:XOM	121.05 USD -3.44%

	Franklin Covey Co NYSE:FC	17.98 USD 4.53%
	Mohawk Industries Inc NYSE:MHK	112.13 USD 0.78%
	Ardmore Shipping Corp NYSE:ASC	10.8 USD 2.47%
	ASGN Inc NYSE:ASGN	48.24 USD 0.9%
	Skyworks Solutions Inc NASDAQ:SWKS	66.27 USD 1.7%
	Weatherford International PLC NASDAQ:WFRD	89.38 USD 0.87%

	Johnson & Johnson NYSE:JNJ	204.79 USD 0.23%
	Bank of America Corp NYSE:BAC	57.25 USD 0.63%
	Mastercard Inc NYSE:MA	580.34 USD 2.07%
	Salesforce Inc NYSE:CRM	262.9 USD 2.59%
	Abbvie Inc NYSE:ABBV	223.93 USD 1.7%
	Home Depot Inc NYSE:HD	349.29 USD 1.51%

	Monolithic Power Systems Inc NASDAQ:MPWR	1 005.38 USD 5.27%
	Applovin Corp NASDAQ:APP	617.24 USD -2.48%
	Apple Inc NASDAQ:AAPL	262.36 USD -1.83%
	NVIDIA Corp NASDAQ:NVDA	187.24 USD -0.47%
	Cal-Maine Foods Inc NASDAQ:CALM	79.08 USD 0.01%
	Pro Medicus Ltd ASX:PME	215 AUD 0.58%

	Salesforce Inc NYSE:CRM	262.9 USD 2.59%
	Accenture PLC NYSE:ACN	275.93 USD 4.53%
	ServiceNow Inc NYSE:NOW	148.81 USD 0.82%
	Spotify Technology SA NYSE:SPOT	571.43 USD -3.7%
	TJX Companies Inc NYSE:TJX	153.92 USD 0.05%
	Applied Materials Inc NASDAQ:AMAT	296.01 USD 4.11%

Alphabet Emerges as a Leading Player in the Artificial Intelligence Race

Company

Help

Tools

Stocks