Alphabet stock (NASDAQ: GOOG) climbed to a fresh 52-week high on Wednesday, hitting $303.81, as investors embrace the tech giant's AI strategy and strong cloud momentum. The stock's latest leg higher ... ...

Core Insights - Alphabet's stock increased by 5% following the launch of its new AI model, Gemini 3, indicating strong investor optimism [1] - Gemini 3 is an enhancement over the previous model, Gemini 2.5, released eight months prior, and offers improved responses to complex queries with less prompting [1] Product Integration - Gemini 3 will be incorporated into various Google products, including search services, the Gemini app, and enterprise solutions [2] Analyst Reactions - Analysts from D.A. Davidson expressed strong initial impressions of Gemini 3, labeling it a "genuinely strong model" and the "current state-of-the-art" based on early testing and AI benchmarks [2] - The analysts noted that the new model significantly advances capabilities in certain areas beyond typical expectations for frontier models, although they maintain a neutral rating on Alphabet shares [3]

Core Viewpoint - Alphabet Inc. shares experienced a significant increase due to positive reviews of its newly launched Gemini artificial intelligence model, enhancing investor confidence in the company's market position [1][3]. Stock Performance - The stock rose by as much as 6.9%, marking its largest gain since early September and reaching a new record high [2]. - Over 376,000 call options on Alphabet were traded, surpassing the 20-day average of approximately 290,000 [2]. - The broader S&P 500 Index increased by about 0.5%, while the tech-heavy Nasdaq 100 rose by 0.8% [2]. Product Launch and Market Reaction - The Gemini AI model was launched with overwhelmingly positive reviews, contrasting with the mixed reactions to OpenAI's GPT-5 model [3]. - Analyst Colin Sebastian noted that Gemini 3 could be what GPT-5 was expected to be, highlighting its advantages in search engagement and monetization [4]. Analyst Upgrades and Investor Confidence - Loop Capital upgraded Alphabet's stock to "buy," citing that previous concerns had been alleviated by enthusiasm surrounding AI [5]. - Warren Buffett's Berkshire Hathaway disclosed a stake in Alphabet, indicating confidence from a traditionally cautious investor regarding tech stocks [5]. Year-to-Date Performance - Alphabet's shares have seen a 57% increase in 2025, making it the best performer among the Magnificent 7 cohort and more than tripling the return of the Nasdaq 100 Index [6].

Alphabet (GOOGL) stock today: Alphabet (GOOGL) surged more than 6% to $302.87, crossing the $300 mark for the first time in its history after Google launched its new Gemini 3 artificial intelligence model. The stock touched an intraday high near $304, supported by heavy trading volume above 23.7 million shares. Its market capitalization hovered around $2.94 trillion. Alphabet has gained over 50% in 2025, driven by strong earnings, rapid AI adoption, and momentum in cloud and autonomous driving divisions. T ...

Core Insights - The article emphasizes the author's unique insights and knowledge in stock analysis, aiming to provide contrasting views on their portfolio [1] Group 1 - The analyst expresses a beneficial long position in shares of AMZN and GOOG, indicating confidence in these stocks [2] - The analysis is intended for informational purposes, highlighting the importance of conducting personal research before investing [3] - The article clarifies that past performance does not guarantee future results, underscoring the inherent risks in trading [4]

谷歌股价一度上涨5.8%，股价首次突破300美元。再创历史新高。 来源：滚动播报 ...

Core Viewpoint - VeriSign, Inc. is a key player in internet infrastructure and domain registry services, managing critical aspects of the Domain Name System (DNS) and ensuring global internet connectivity and security [1][2]. Financial Performance - For Q3 of fiscal 2025, VeriSign reported a revenue increase of 7.3% year-over-year, reaching $419.1 million, which exceeded analysts' expectations of $416.8 million [5]. - The company's earnings per share (EPS) for Q3 was $2.27, reflecting a 9.7% increase from the previous year and surpassing the expected EPS of $2.24 [6]. - As of the end of Q3, VeriSign had deferred revenues of $1.38 billion, an increase of $80 million from the end of 2024 [6]. Market Performance - Over the past 52 weeks, VeriSign's stock has gained 39.3%, although it has experienced a decline of 11.8% over the past six months [3]. - The stock reached a 52-week high of $310.60 in July but is currently down 19.6% from that peak [3]. - In comparison, the S&P 500 Index has gained 12.3% over the past year and 11.1% over the past six months, indicating that while VeriSign has outperformed the broader market annually, it has underperformed in the short term [4]. Domain Registrations - VeriSign ended Q3 with 171.9 million .com and .net domain name registrations, reflecting a net increase of 1.45 million domain names during the quarter [5].

Warren Buffett has backed a winner in Alphabet, and there's a bigger market risk than a crash in AI stocks, Tom Russo says. The veteran investor and managing member of Gardner Russo & Quinn is well placed to weigh in. His firm's top two holdings at the end of September were a $1.1 billion stake in Alphabet and a $1.8 billion stake in Buffett's Berkshire Hathaway, together accounting for 31% of its $9.3 billion US stock portfolio, regulatory filings show.Berkshire purchased 17.8 million shares in Google's p ...

Core Insights - Berkshire Hathaway has significantly reduced its stake in Apple, selling 677,347,618 shares over two years, which is a 74% reduction, including 41,787,236 shares sold in Q3 2023 [1][3][5] - Warren Buffett's investment strategy is rooted in value investing, and he is known for selling stocks when he believes they are no longer a good deal, despite being a long-term optimist [2][4] - The latest 13F filing revealed that while Apple was a major holding, Berkshire has introduced Alphabet as a borderline core holding, purchasing 17,846,142 shares valued at over $4.3 billion [3][11][12] Apple Inc. Insights - Apple's growth has stagnated, particularly in physical device sales, with subscription services being the only bright spot [7] - The company's valuation has reached a trailing-12-month P/E ratio of nearly 37, which is a 22% premium compared to its average over the past five years [8] - Buffett's selling of Apple shares suggests that it is no longer perceived as a bargain, indicating a shift in investment sentiment towards the company [9] Alphabet Inc. Insights - Alphabet has a sustainable competitive advantage, holding 89% to 93% of the global internet search market, which supports its advertising pricing power [13] - The company is experiencing significant growth in its Google Cloud segment, with a 25% increase in sales year-over-year, and a revenue run rate exceeding $60 billion [15] - Alphabet's financial health is strong, with $98.5 billion in cash and cash equivalents, allowing for aggressive investments and shareholder returns [16] - The projected annual sales growth rate for Alphabet is 13% to 14%, suggesting better long-term upside compared to Apple, despite a TTM P/E ratio of 27 [17]

​Alphabet Inc. (NASDAQ:GOOGL) is one of the Most Profitable Stocks to Buy Now. On November 18, Rob Sanderson from Loop Capital Markets upgraded Alphabet Inc. (NASDAQ:GOOGL) from Hold to Buy and also raised the price target from $260 to $320. ​The analyst noted that the concerns regarding AI taking up Google’s search revenue are diminishing. He noted the company’s search revenues to be as healthy as ever, supported by AI overviews and the new AI mode feature. In addition, the firm highlighted that the traf ...