OpenAI’s Albatross Moment: Alphabet’s AI Dominance Reshapes Tech Landscape

Key TakeawaysAlphabet's (GOOG, GOOGL) stock has surged towards a $4 trillion market capitalization, climbing nearly 70% year-to-date, propelled by its superior Gemini 3 AI model and unparalleled distribution.OpenAI's recent GPT-5 launch received lukewarm reviews, failing to significantly advance the competitive landscape, while its ChatGPT Atlas browser, though a challenge to Google, did not halt Alphabet's momentum.The perceived "winner-takes-most" dynamic in AI is causing a market shakeout, with investors ...