Google is not just holding up against the competition, it is literally taking off. And when I say taking off, I am not exaggerating at all. We are talking about a company that, within just a few days, surpassed one of the biggest technology giants in the world, Apple itself.
GOOGLE SURPASSES APPLE
So yes, Alphabet has once again overtaken Apple in market capitalization and became the second most valuable company in the world, for the first time since 2019.
In fact, the gap widened even more yesterday, as Alphabet’s stock rose by more than 1.1 percent in a single day, pushing its total valuation to 3.90 trillion dollars. Yes, 3,900,000,000,000 dollars. At the same time, Apple lost more ground, with a decline of 0.5 percent and a valuation of 3.83 trillion dollars. The differences may seem small at first glance, but the message is crystal clear. Google is gaining ground, and it is doing it with style. With decisiveness, with innovation, and with strategy.
GEMINI
And the main reason behind this surge? Of course, Gemini.
Since the release of Gemini 3 in November, interest in Google has skyrocketed, both from investors and from users. And while many still claim that ChatGPT remains the most popular AI model, that reality is changing much faster than most people realize.
According to analysts at BNP Paribas, in just one month, traffic and active users for Gemini increased sharply. Website visits rose from 17.7 percent to 22.5 percent, while daily active users increased from 11.7 percent to 13.2 percent. All of this happened within a single month, from November to December. These are adoption jumps that we rarely see over such a short period of time.
Analyst Nick Jones states clearly that Google is on track to become the dominant AI platform, which naturally puts pressure on competitors such as OpenAI and Meta. Especially when Meta AI shows almost zero adoption, the comparison becomes unavoidable.
With the release of Gemini Flash, which has already been integrated into Google Search’s AI Mode, monetization opportunities are now massive. Google has figured out how to make money from artificial intelligence, and it is doing so with surgical precision.
We have been saying it for a long time, but now we can see it in the numbers. Google is not falling behind. It is pulling ahead in the AI race. And this advantage is not only technological, it is also business-driven. The ecosystem being built is multidimensional, well structured, and above all profitable.
INVESTOR CONFIDENCE
And the good news does not stop there.
A few days ago, investment firm Citizens upgraded its price target for Alphabet’s stock from 340 dollars to 385 dollars, assigning it a Market Outperform rating.
What does that mean in practical terms? It means the market believes Google’s stock will perform better than the average company in its sector. In other words, investors are expecting a lot. This rating is given to companies that are considered to have strategic advantages, strong fundamentals, and above-average growth prospects.
One of the key reasons behind this optimism is Smart Bidding Exploration, an advanced advertising system that increases ad load within search results, driving even more revenue for Google. The third quarter of 2025 was the first full quarter in which it was tested, and all signs point to even more impressive results in the fourth quarter.
And as if all that were not enough, Google announced the acquisition of Intersect for 4.75 billion dollars, aiming to strengthen its energy infrastructure and further boost the power of its data centers. Intersect is not just an acquisition. It is a strategic investment, as Google and Intersect are already working together to build gigawatts of new capacity across the United States. The ecosystem is being built right before our eyes. And the future of artificial intelligence runs straight through energy.
