On 07 Nov 2025, I have posted on Bank of America (BAC) raising $Alphabet(GOOG)$ price target to $335 per share. This was, at a time when actual price was still $279.70. Click here ! to read & Repost, so more will know ok - tks ! So much have happened in 30 days. Topping it off, GOOG has surged to its all-time closing peak of $323.64 on 25 Nov 2025 (with an intraday high of $328.00). The euphoria was driven by a series of high-impact events solidifying (a) investors’ confidence in the company's commanding lead in the AI race and (b) the accelerating profitability of Google Cloud. GOOG’s Drivers. The price jump, that propelled GOOG close to a $4 trillion market capitalizati

 Gil Luria,DA Davidson,estimates that if Alphabet can seriously advance external sales of TPUs, it could occupy 20% of the AI chip market in the next few years, making it a business of about $900 billion. Morgan Stanley analyst Brian Nowak also observed a "budding TPU sales strategy" . He cited predictions from Asia Semiconductor analysts that TPU purchases are expected to reach 5 million tablets in 2027, about 67% higher than previously expected; and 7 million tablets in 2028, up 120% higher than previously expected. Nowak wrote in a report to customers on December 1, that although most of the demand may come from Alphabet's own use and the Google Cloud platform, it also "reveals the potential of Alphabet to sell more TPUs." According to Morgan Stanley estimates, each 500,000 TPU sol

Google Sees $12M Bearish Put Sweep as Stock Hits Recent Highs $Alphabet(GOOG)$   shares have continued to strengthen, rising rapidly from $285.6 on November 17 to around $320 today—an increase of nearly 12% in just two and a half weeks, making it one of the strongest performers among mega-cap tech stocks. However, just as the stock reached a short-term high and sentiment appeared stretched, the options market saw two rare and clearly directional Put Sweeps, signaling that some institutional investors have begun positioning for short-term downside risk at elevated levels. $12.11 Million in Bearish Premium Signals Short-Term Pullback Expectations Intraday, large orders aggressively swept the Jan. 9, 2026 / $3

After Google launched the new generation of AI Gemini 3, the stock price rose day after day, from $285 to 325 yuan. The reason is not only that Gemini 3's ability to generate pictures and small games is epoch-making, but also its TPU threatens Nvidia's exclusive status of "AI selling shovels" may quietly dig another channel in Nvidia's moat. Selling shovels under the tide of gold is the most sta

Google AI Gemini soaring, giving jitters to OpenAI ChatGPT

Is google rally coming to an end, will there be a pullback before the rally pick up again in Jan 2026? or shall we sell into the hype? There is no guarantee what Alphabet (parent of Google) stock will do. But in this article I would like to share and walk through what analysts and recent events suggest, and where a “pullback-then-rally-again” scenario might make sense (or why it could keep going). — but I can walk you through what analysts and recent events suggest, and where a “pullback-then-rally-again” scenario might make sense (or why it could keep going). What Argues For The Rally Continuing Into 2026 Strong fundamentals: Alphabet recently reported record earnings: growth across Search, ads, cloud and AI businesses — including solid gains in its cloud segment and broader AI monetizati

Wish I can buy some in the past.. [Smile]  

Yes, I think Google is poised for further growth in 2026, as it keep developing more AI solutions in it's products and services.  I believe the  Gemini app will be more sophisticated and will be the AI  tool that consumers turn to when it become more widely adopted in the Android mobile phone and desktop OS.

For investors looking at Q4 2025, $Alphabet(GOOG)$ has emerged as a unique dual-threat: It is a defensive "survivor" in a potential market downturn. And an offensive growth leader predicted to eclipse $Apple(AAPL)$ in value by 2026. According to Nasdaq & MarketWatch, below are reasons why GOOG is the "smart money" investment: 1. "Survivor" Theory : AI Apocalypse’s Resilience. While fears of an AI bubble bursting have recently led to market volatility, GOOG has been identified as one of two "Magnificent Seven" stocks (the other being MSFT), capable of being the "strongest” survivors of an AI apocalypse. Safety in Chaos: GOOG has proven it can "dodge” the worst of corrections and even thrive if the AI h

Go,$Alphabet(GOOG)$  go! 4T is waiting!!

That headline is mostly clickbait . While Google's new cloud deal is positive, its extremely unlikely for Alphabet to reach a $4 trillion market cap in just three months. The company is currently around the $2.3-$2.5T range, meaning it would need a massive and historically rare 60-70% surge in a short period, something even big tech companies almost never achieve. Google has long-term potential to reach $4T as AI, Cloud, and advertising continue to grow, but hitting it within a few months would require flawless execution and a huge shift in market sentiment.

It depends on the AI race between NVDA & GOOG 

Your question gets to one of the core debates in tech / big-cap investing right now. The recent NATO Communications and Information Agency (NCIA) contract for Google Distributed Cloud (GDC) offers a useful lens — but the verdict on whether the market is truly “winner-takes-all” remains mixed. Below is how I see the situation — and where I lean for Alphabet / Google Cloud (Google) from here. ✅ Why this deal suggests strong competitive advantage for Google The deal with NATO — described as multi-million-dollar, sovereign-cloud and air-gapped — shows Google Cloud is evolving beyond commodity hosting. It’s competing in highly sensitive, security-conscious environments such as defence, where barriers to entry are high. That indicates Google is building credentials and trust that not every cloud

$Alphabet(GOOGL)$   Will go and go and go until the other tech stocks or Mag 7 hit support...  After that, Google will drop and the other tech stocks will rally... That's called rotation within the same sector. Now institutions happily accumulating the other beaten down stocks and selling Google to retailers.  Buyyyy AMD and AMZN now. Thank me next year. Not financial advice. Just random rumblings. Peace out.

As of now $Alphabet(GOOGL)$ is roughly in the $2.5–3T range depending on recent trading. Alphabet have been showing strength in its stock price movement, and could Google be aiming for $4 trillion by early 2026? In this article I would like to discuss a forward-looking framework to evaluate whether Alphabet (GOOGL) could realistically reach a $4 trillion market cap by early 2026, what could derail that trajectory, and what could power it even higher. Can Alphabet reach $4 trillion by early 2026? Mathematically: GOOGL needs ~35–55% upside over about 12–14 months. This is achievable only if multiple AI monetization paths hit simultaneously and macro conditions stay supportive. Key Risks That Could Derail Alphabet's $4T Ambition 1. AI Monetization F

There is a high chance of Alphabet hitting $4 trillion within CY 2025. Probably within this week as the Target price is well within reach. However, sustainability may be a challenge and we need to wait and see.

🚨🚨🚨📰 Market Analysis Summary: November 26, 2025 The dominant themes driving market sentiment recently have been Federal Reserve interest rate expectations and the continued, albeit volatile, performance of Artificial Intelligence (AI) related stocks, particularly tech giants. Here is a summary of the key market drivers and trends based on recent reports: 1. 🇺🇸 US Federal Reserve and Rate Cuts  * Rate Cut Hopes: There has been a significant increase in optimism (with probabilities climbing to around 85% by some measures) that the Fed will enact a rate cut in December.    * This hope is largely fueled by comments from key Fed officials suggesting the policy stance may be "modestly restrictive" and that a further "adjustment" toward the neutral rate may be warranted.  * Mi

Think Alphabet can likely reach $4 trillion in December 2025 as the tide is coming fast on Google.