"Alphabet ( NASDAQ:GOOGL) surpassed the $4 trillion market cap mark and could be headed to a $5 trillion valuation at some point in 2026, especially if the latest parabolic move has gas in the tank. With shares of Alphabet hitting new highs on Tuesday's session, effectively leaving many of its Magnificent Seven peers behind, questions linger as to whether the AI search giant can continue its relative outperformance"
"After the latest upside surge, shares of GOOGL trade at 33.2 times trailing price-to-earnings (P/E). That's high for Alphabet standards, but, then again, the company deserves to go for a premium, given its AI dominance and the new markets it can break into with the power of Gemini. Even with OpenAI hitting the "Code Red" button while pushing ChatGPT-5.2 out of the gate in direct response, it still feels like all the momentum is behind Google and Gemini."
Alphabet surpassed a $4 trillion market cap and could reach $5 trillion in 2026 if the recent parabolic surge persists. Shares now trade at 33.2 times trailing P/E, a higher multiple than historical norms but argued to reflect AI leadership and expansion opportunities enabled by Gemini. Gemini 3.0 represents a major upgrade that shifted momentum toward Google. OpenAI retains larger market share, but recent Gemini adoption appears to be drawing users away from ChatGPT despite improvements in GPT-5.1 and 5.2. Apple's selection of Gemini for a Siri overhaul signals stronger commercial validation and potential competitive displacement.
Read at 24/7 Wall St.
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