Google Parent Alphabet Nears $4 Trillion As The Tech Giant Outperforms Peers In AI Race

Benzinga

Alphabet is outperforming the broader tech sector as AI-linked stocks drop, with shares up roughly 16% since late October and nearing a $4 trillion valuation. Google’s in-house Gemini 3 model and TPU chip stack strengthen its vertical integration and competitive position. Analysts say this could pressure rivals like Nvidia, Microsoft, and Oracle, while Google’s dominance in ads and search continues to anchor its growth.

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00:00It's Benzinga bringing Wall Street to Main Street.

00:02Google parent Alphabet is outperforming the tech sector as AI-linked stocks tumble,

00:06which shares up about 16% since the Nasdaq peaked on October 29th, according to the Wall Street Journal.

00:12Gain files a court ruling in September that he has breakup concerns to push Alphabet's market value

00:16to $3.8 trillion, making it the world's third largest company.

00:21The stock is trading near a level that would push the company's valuation above $4 trillion.

00:25Google is advancing its own Frontier AI model, Gemini 3, using in-house TPU chips and internal networks,

00:32giving it vertical integration that rivals cannot match.

00:35Analysts said Google's model progress and chip development could pressure NVIDIA, Microsoft, Oracle,

00:40and other companies to rely on open AI spending.

00:43Google still generates most of its $385 billion in annual revenue from ads and powers 90% of global search,

00:50giving it unmatched AI distribution.

00:52For all things money, visit Benzinga.com.

00:55www.feyyaz.com.

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