"Alphabet's 2025 Breakout: AI Fuels the Fire Alphabet's stock has powered through 2025, delivering returns that have left many peers in the dust. This run stems from resilient core businesses and bold AI investments. Google Search maintains a 90% global market share, generating over $74 billion in third-quarter advertising revenue - a 12.6% year-over-year rise and an acceleration from the 10% growth seen in Q2."
"YouTube's video ads also continue to expand, while Google Cloud hit $15.2 billion in Q3 sales, over 33%, backed by a $155 billion backlog . These segments provide steady cash flow, but AI has ignited the real surge. Early in the year, skepticism lingered over Alphabet's AI strategy, with some dubbing it a "missed opportunity" compared to Microsoft's OpenAI ties. That narrative flipped with Gemini's rollout across Search, YouTube, and Cloud, driving 35% EPS growth in Q3."
Alphabet's market capitalization surpassed $3.62 trillion, overtaking Microsoft and approaching Apple. The stock has gained 67% year-to-date, fueled by AI initiatives and cloud growth. Google Search retains roughly 90% global market share and produced over $74 billion in third-quarter advertising revenue, a 12.6% year-over-year increase. YouTube advertising continues to expand. Google Cloud reported $15.2 billion in Q3 sales, up more than 33% with a $155 billion backlog. Gemini deployments across Search, YouTube, and Cloud contributed to 35% EPS growth in Q3 and record quarterly revenue of $102.3 billion.
Read at 24/7 Wall St.
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