RJ Hamster
Gemini 3 Fuels Alphabet’s 2026 AI Dominance
| UnsubscribeYear-End Shift: 3 Small Caps You’ll Want on Your Radar (From Street Ideas)Alphabet: The AI Leader Best Positioned to Dominate 2026Written by Ryan Hasson on November 28, 2025 Quick LookAlphabet’s latest Gemini model, Gemini 3, outperformed benchmarks and showcased Google’s TPU advantage.Alphabet has flipped its H1 sentiment to overwhelmingly bullish, boosted by accelerating growth, the release of Gemini 3, and Berkshire’s recent stake.Record earnings and expanding cloud profitability support Alphabet’s momentum heading into 2026.Alphabet (NASDAQ: GOOGL) is not only outperforming the broader market in 2025, but it has also overtaken many of its Magnificent Seven peers and, more importantly, its closest AI competitors. That hasn’t always been the case. For much of H1 2025, the stock was weighed down by concerns over rising AI competition, regulatory pressure, and inconsistent relative strength.But the last three months have become a defining chapter for the tech giant.Sentiment has flipped from caution to outright conviction, and Alphabet is now viewed as the frontrunner to lead the next phase of AI adoption.That shift hasn’t come from hype, but from execution.Google’s accelerating AI advancements, impressive cross-segment growth, and a surprise endorsement from Warren Buffett’s Berkshire Hathaway (NYSE: BRK.B) have forced even the most skeptical investors to take notice.With the stock up 70% year-to-date (YTD) and 130% off its 52-week low, investors are wondering how much higher the stock could go. The Market Reset Is Coming—Here’s How to Read It Early (Ad)See Early-Stage Activity Before It Reaches Mainstream Screens We highlight micro-cap and small-cap companies gaining early traction based on research, visibility shifts, and market interest.Get the Free Guide — Join NowGoogle’s Gemini 3 Reinforces Its AI LeadOn Nov. 18, Google released Gemini 3, its newest AI model, and the response was immediate. While competitors like NVIDIA (NASDAQ: NVDA) saw share-price pressure in the days that followed, with the stock down over 7% on the month, GOOGL experienced a surge in bullish sentiment. Analysts issued wave after wave of upgrades, many of which highlighted that Gemini 3 topped industry benchmarks in math, coding, science, and multimodal reasoning.One of the biggest revelations from the release was that Gemini 3 was trained primarily on Google’s in-house TPU chips rather than NVIDIA GPUs. That detail alone sparked a market reaction, with some analysts noting that Google’s vertical integration gives it both a pricing and scalability edge. Even NVIDIA publicly acknowledged the moment, congratulating Google while reminding the market that its own platform remains broadly adopted.The Gemini 3 release also drew praise from across Silicon Valley. Salesforce CEO Marc Benioff said after just hours of testing the model, “It feels like the world just changed, again.” That sentiment is being echoed by many on Wall Street who are now increasingly describing Google as the company with the most apparent competitive advantage in foundational AI.Could Google’s TPUs Go Mainstream?One development gaining attention is the possibility that Google’s TPUs may soon move beyond its own cloud infrastructure. According to recent reporting, Google has begun pitching its next-generation TPUs for on-premise use inside customer data centers, a significant shift from its long-standing strategy of keeping them exclusive to Google Cloud.Among the companies in discussions is Meta Platforms (NASDAQ: META), which is reportedly exploring a multibillion-dollar deal to integrate TPUs into its data centers starting in 2027 while also renting TPU capacity from Google as early as next year.The Calm Before the Rotation — What’s Quietly Building Now (Ad)Your Access to Private Market Briefings Begins Here Stock Wire News delivers select early alerts typically seen only by advanced traders. These briefings focus on speed, clarity, and high-urgency setups.Join Free — See Today’s Private BriefingMomentum Was Building Even Before Gemini 3Even before its latest model release, Alphabet was enjoying one of its strongest stretches in years. Berkshire Hathaway’s recently disclosed position shocked Wall Street, not because Buffett bought tech—he already owns Apple—but because he chose Alphabet at a moment when its stock had already enjoyed significant upside for the year. The market took the signal seriously, and the timing could not have been more aligned with Google’s improving fundamentals.The company’s most recent earnings report delivered its first $100B quarter, with growth across Search, YouTube, Cloud, and subscription services. Google Cloud’s profitability continued to expand, ad revenue accelerated, and management highlighted broad-based improvement across the business. For a company of Alphabet’s size to reaccelerate at this pace is rare, and it has amplified the view that the stock may still be early in a multi-year breakout.Alphabet Sets the Pace in the AI RaceMomentum is now working decisively in Alphabet’s favor. Gemini 3 has strengthened its AI leadership, TPUs are emerging as a credible alternative in the hardware race, fundamentals continue accelerating, and Buffett’s backing has reinforced confidence in its next phase of growth. With execution improving across every division, it’s difficult to see this momentum slowing as 2026 approaches. Alphabet isn’t just participating in the AI race; it’s increasingly setting the pace.Read this article online ›Recommended Stories:Meta Platforms May Ditch NVIDIA Chips—Here’s Why Investors CareNo AI Bots. Just Real Signals. (From Market Pulse Today)SoFi Technologies: From Fintech Speculation to Profit EngineWhy one “gap trade” a day could replace your job (From Base Camp Trading)Gold to $5,000? What Bank of America and UBS Have to SayMarketBeat Week in Review – 11/24 – 11/28Power On: Applied Digital’s First AI Data Center Goes Live Did you enjoy this article? Thank you for subscribing to MarketBeat! 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