Yahoo Finance·2025-11-27 02:31Core Viewpoint - The AI market is still in its early growth stages and is not a bubble, with expectations for continued tech bull market for another two years [1][2]. Company Insights - Alphabet Inc. has seen significant benefits from AI developments, with Class A shares up 70.74% and Class C shares up 69.77% year-to-date [4]. - Apple Inc.'s partnership with Google is considered crucial for its AI strategy, particularly through the Gemini partnership [5]. - Microsoft Corp is highlighted as a top pick due to its strong position in cloud and enterprise AI services, with Q1 revenue rising 18% year-over-year to $77.7 billion, and cloud revenue reaching $49.1 billion, up 26% year-over-year [6][7]. - Palantir Technologies is noted for its real-world AI applications, despite valuation concerns [7]. Industry Developments - The US government has initiated the Genesis Mission, a program aimed at unifying federal data and advanced AI to accelerate breakthroughs in various sectors including medicine, defense, and energy [8].