We're back here on Morning Movers with a look at Alphabet. The stock had a powerful year in 2025, surging about 65% as of Friday's close, driven by strong AI momentum with Gemini, record cloud backlogs and a growing market cap nearing $4 trillion despite ongoing investor concerns about AI's impact on traditional ad revenue and antirust issues with analysts projecting continued growth into 2026. Now, it's time for our chart of the day.Joining us is Rachel Dashil, senior manager of trading services at Charles ...

Core Insights - Nvidia has experienced significant stock performance, increasing over 1,000% since the launch of ChatGPT, benefiting from the AI spending surge among major tech companies [1] - Analysts predict Nvidia's market cap could reach $6 trillion by 2026, with a median price target of $250, representing a 30% increase from current levels [2] Nvidia's Position - Nvidia is recognized as a leading chipmaker for AI infrastructure, particularly for training large language models [1] - However, it may face challenges in maintaining its growth trajectory as competitors like Alphabet gain momentum in AI applications and hardware [17] Alphabet's Growth and Performance - Alphabet's Google Cloud division reported a 34% revenue growth last quarter, with an operating margin of 24%, and a backlog of $155 billion, up 46% year-over-year [5] - The demand for Alphabet's custom-built Tensor Processing Units (TPUs) is increasing, providing a cost-effective alternative to Nvidia's GPUs for AI training [6] - Alphabet's large language model, Gemini 3.0, has outperformed competitors, leading to increased consumer engagement and a potential partnership with Apple for AI-powered Siri features [7][8] Financial Strength and Innovations - Alphabet's innovations in AI are enhancing its core business, including search and YouTube, with Google Search revenue up 15% in Q3 2025 [11] - YouTube also saw a 15% revenue growth, driven by AI features that improve user engagement and monetization [12] - The self-driving car business, Waymo, is expanding rapidly, completing 14 million trips in 2025 and aiming for 1 million rides per week by the end of 2026 [13] Investment Perspective - Alphabet is viewed as a diversified growth stock with a favorable valuation, trading at less than 30 times forward earnings expectations, compared to over 40 times for Nvidia [15] - Strong earnings growth is anticipated as Alphabet's cloud business scales and operating margins improve, providing opportunities for share repurchases [16]

分组1: MercadoLibre Performance - In Q3 2025, MercadoLibre's net revenue increased by 39% year over year to $7.4 billion, marking the 27th consecutive quarter of over 30% year-over-year growth [2] - The lowered free shipping threshold in Brazil resulted in a 42% year-over-year increase in items sold and a 29% rise in unique buyers in Brazil [1][2] - The company generated approximately $718 million in adjusted free cash flow in the first nine months of 2025 [1] 分组2: Market Position and Strategy - Brazil is the largest market for MercadoLibre, accounting for over half of its total revenues, and the company is focusing on long-term value creation through investments in logistics and free shipping [2] - MercadoLibre has been cash-flow positive since 2007, allowing it to fund its expansion without excessive reliance on external capital [3] - The company handles 95% of its own deliveries through its Mercado Envíos network, providing a competitive advantage in logistics [5] 分组3: Financial Services and Growth Opportunities - The Mercado Pago division has a total credit portfolio of $11 billion as of Q3 2025, reflecting an 83% increase from the previous year, with significant payment volume coming from outside the e-commerce platform [4] - New ventures like digital advertising are expected to enhance overall profitability by leveraging user data [3]

Bridgewater has the second-highest position in State Street’s S&P 500 ETF ( NYSE: SPY ), which makes up 6.69% of the total portfolio. The fund also tracks the performance of the S&P 500 and is the first exchange-traded fund listed in the United States.IVV has gained 17.09% in 2025 and is exchanging hands for $687.83. The fund has the potential to outperform the broader market in the coming years. With more than two decades of history, the fund has established itself as a strong player offering broad U.S. eq ...

Year-to-date, Wall Street is in decent shape (if not great), with the S&P 500 Index up about 16.2% in 2025. Now, as we enter the final stretch of the year, the Santa Rally is about to set in. The "Santa Claus Rally" refers to the stock market's tendency to rise during the final trading days of December and the first two trading days of January.However, historical data suggests that the Santa Claus rally occurs from December 15th until January 5th. In other words, if history is any guide, the time frame for ...

The global artificial intelligence (AI) data-center market is projected to rise from roughly $236 billion in 2025 to $933 billion by 2030, a 31.6% compound annual growth rate (CAGR).​ That surge in infrastructure demand is exactly what Alphabet's (GOOG) (GOOGL) Google is targeting with its Gemini platform, and the new Gemini 3 Flash release is designed to deliver faster, more efficient AI that can run at scale. Wall Street is starting to assign larger price targets to the stock. Pivotal Research recently ...

Group 1 - Alphabet Inc. (NASDAQ:GOOGL) has a significant competitive advantage in the tech industry, particularly in search, due to its substantial investments to maintain its market position [1] - The company has a strategic partnership with Apple, making Google the default search engine, which is a critical aspect of its business model [1] - Alphabet provides a diverse range of tech-related products and services, including search, advertising, cloud computing, AI tools, and digital content platforms like YouTube and Google Play [2] Group 2 - While Alphabet is recognized as a potential investment, there are AI stocks that may offer greater upside potential and lower downside risk [3] - The article suggests that certain undervalued AI stocks could benefit from trends such as Trump-era tariffs and onshoring [3]

Hong Kong stocks traded sideways on Thursday, with technology stocks retreating on growing anxiety that a global boom in artificial intelligence could turn into a bubble. The Hang Seng Index edged up 0.1 per cent to 25,498.13 at the close. The Hang Seng Tech Index dropped 0.7 per cent. On the mainland, the CSI 300 Index slid 0.6 per cent and the Shanghai Composite Index added 0.2 per cent. Xiaomi, the Chinese smartphone and electric vehicle maker, tumbled 2.5 per cent to HK$40.20 and Pop Mart Internatio ...

Core Viewpoint - Alphabet has experienced a significant stock increase of 65% in 2025, outperforming major tech competitors, but concerns about sustaining this performance in 2026 are emerging [1][2]. Group 1: Performance in 2025 - Alphabet's stock performance in 2025 has been exceptional, with a 65% rise, making it one of the best-performing big tech stocks [1]. - The company is expected to potentially become the second-largest company globally, following Nvidia, as it heads into 2026 [2]. Group 2: Challenges Faced - At the beginning of 2025, Alphabet faced skepticism regarding its future, particularly concerning its core Google Search business and its position in the generative AI landscape [4]. - Concerns included a pending court case regarding its monopoly status and competition from AI models like OpenAI's ChatGPT, which were perceived to outperform Alphabet's Gemini model [5]. Group 3: Market Sentiment and Recovery - Investor sentiment was bearish, with Alphabet's stock trading at less than 14 times forward earnings at its lowest point in April, indicating a negative outlook [6]. - Positive developments, such as favorable news regarding the monopoly court case and the successful integration of AI into Google Search, helped shift market perception and contributed to the stock's rise [7].

An apparent Google Search (GOOGL) experiment showing mobile real estate listings powered by HouseCanary could raise traffic acquisition costs for portals like Zillow (Z) (ZG), but meaningful disintermediation appears unlikely, similar to Google’s hotel metasearch model, Wells Fargo analyst Alec Brondolo tells investors in a research note. Given Zillow’s limited reliance on organic search and modest marketing spend relative to revenue, any shift from organic to paid traffic is expected to have only a minor ...