Alphabet's leap to the #2 spot

Alphabet's leap to the #2 spot with a $3.89T valuation is insane. The 2.4% jump shows investors are betting big on its AI play. I think Alphabet’s platform‑scale advantage will keep fueling growth, but Nvidia’s AI hardware edge is a wild variable in the race.

Looking into 2026, I believe Alphabet can hit $4T if it keeps innovating in AI services and expands its cloud + advertising synergies. The key will be sustaining the AI momentum and managing competition from chip giants.

Alphabet Hits $4T: Is $400 Possible in 2026?

Alphabet closed with a market cap above $4 trillion for the first time, cementing its position as a leading AI winner. The move comes as reports suggest Apple may adopt Gemini as the foundation model for its AI-powered Siri. If confirmed, the partnership would mark a major shift in Apple’s AI strategy and further validate Alphabet’s large-model leadership. With Alphabet above $4T, is the market still underpricing its AI monetization potential? If Apple leans on Gemini, does this strengthen or weaken Apple’s long-term AI narrative?

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