Yahoo Finance·2025-12-26 16:35Core Viewpoint - The market is near all-time highs, and despite concerns about an AI bubble and potential market crash, there are stocks that remain strong holds, particularly Alphabet and Amazon, which are expected to thrive in the long term due to their advancements in AI and robotics. Group 1: Alphabet - Alphabet is positioned to be a significant long-term winner in AI, driven by innovation that enhances its products [3] - The emergence of OpenAI has catalyzed Alphabet's innovation, revealing its previously underappreciated technological advancements [4] - Alphabet's Tensor Processing Units (TPUs) provide a substantial structural cost advantage, benefiting both its cloud computing unit and AI model training [5] - The integration of the Gemini model across Alphabet's product portfolio is enhancing revenue growth and improving user engagement through AI applications in Google Search, Maps, and Gmail [6] - Alphabet is currently benefiting from a virtuous cycle due to its vertical integration, making it a stock to hold during market downturns [7] Group 2: Amazon - Amazon is recognized for its significant advancements in robotics, which are utilized in its fulfillment centers to enhance efficiency rather than for direct revenue generation [9] - The company is considered one of the leading firms in robotics, although it does not receive adequate recognition for this leadership [9]