"Alphabet ( NASDAQ:GOOGL) has had such an incredible run in 2025, and despite the increased choppiness in the Magnificent Seven in January, shares of Alphabet have held steady. With Nvidia ( NASDAQ:NVDA) shares experiencing a slowing of pace, perhaps Alphabet has what it takes to rise to the very top of the market cap leaderboards, something I predicted in prior pieces, thanks primarily to Gemini 3.0."
"Google isn't just merely sprinkling its AI across its existing apps; it seems to be finding organic ways to bring out the best in the apps across its ecosystem. I think it makes the Google walled garden that much stickier, especially as AI chatbots become hyperpersonalized (access to Gmail, Sheets, Docs, and other apps bolsters this relative to rivals) and far more useful for the everyday user."
"Add the rise of agentic AI into the equation, as well as the phenomenon that is AI coding (Anthropic's Claude Code has taken the world by storm), and it's tough to envision a scenario in which Gemini runs out of steam. And, of course, there's the Gemini-backed app releases we don't see coming that might be able to further strengthen Google's edge as it looks to become a premier monetizer of the technology."
Alphabet's stock showed strong performance in 2025 and remained resilient despite broader Magnificent Seven volatility. Gemini 3.0 is driving rapid user growth and increasing competitive pressure on OpenAI's ChatGPT-5.2. Google is integrating Gemini across Gmail, Sheets, Docs, and other apps to create hyperpersonalized, more useful chatbot experiences and deeper user lock-in. Agentic AI and AI coding trends add momentum and broaden use cases. Unannounced Gemini-backed apps and major platform integrations, including an Apple Siri update, could further widen Google's advantage and enable monetization pathways.
Read at 24/7 Wall St.
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