Alphabet’s stock has surged 82% in the past six months to reach a $4 trillion market cap, with potential for further growth. The company’s strength lies in its AI capabilities, highlighted by recent partnerships and agreements in the AI space, positioning Alphabet for significant revenue streams beyond traditional services.

Alphabet’s AI strategy is gaining traction through partnerships with Apple and Walmart, leveraging its Gemini models to enhance products and services. These collaborations demonstrate Alphabet’s position as a key player in the AI ecosystem, driving growth and potentially increasing its share price in the future.

Google Cloud is experiencing robust growth, with revenue up 34% YoY to $15.2 billion in Q3 2025. The segment’s success is fueled by strong demand for AI infrastructure and tools, with more than 70% of cloud customers using Google’s AI products. Alphabet’s AI reach extends into the workplace through Gemini Enterprise, driving adoption and subscription growth.

YouTube’s revenue is increasing, supported by AI-enhanced recommendations and creator tools. Advertising revenue rose 15% due to engagement growth across various content formats. Alphabet’s focus on AI-driven growth in cloud services, search, and content creation positions the company for sustained earnings expansion and potential stock upside.

Read more at Yahoo Finance: After an 82% Rally, Can Apple and Walmart Agreements Push Google Stock Higher?