$Alphabet(GOOG)$ Gemini is really gaining ground on ChatGPT. Over the last year, its market share skyrocketed from 5.7% to roughly 25.5%, while ChatGPT's total share dipped as the space got more crowded.
$Alphabet(GOOG)$ J.P. Morgan analyst Doug Anmuth's take: Google remains their top overall pick, and they believe shares will continue to go higher on both earnings revisions and multiple expansion.