Yahoo Financeยท2025-11-23 23:30Group 1 - Apple stock has performed well in 2023, achieving a market cap of $4 trillion, making it the second-largest company globally after Nvidia [1] - Despite its strong performance, Apple stock is considered overvalued compared to other major tech companies, particularly Alphabet and Microsoft, which are expected to surpass Apple in total value by the end of 2026 [2] Group 2 - Alphabet has made significant advancements in AI with the launch of the Gemini 3 chatbot, which outperforms competitors in various AI capabilities [3] - Gemini 3 is integrated into Google search results, reaching 2 billion users monthly, and has 650 million monthly active users, indicating rapid growth [4] - Google Cloud revenue is increasing at 34% year over year, with Alphabet's overall revenue growing at 15% in constant currency, suggesting strong future growth driven by AI demand [5] Group 3 - Microsoft has excelled in securing AI contracts for its Azure cloud computing division, despite lagging in consumer chatbot development [7] - Both Alphabet and Microsoft are positioned to outperform Apple in the AI sector by 2026, with Alphabet leading in consumer AI and Microsoft excelling in AI infrastructure [8]