Alphabet (GOOGL) stock hits record high at $326.87 on Nov. 25 due to AI advances. Gemini 3 AI model launch boosts investor confidence. Alphabet may sell TPUs to Meta, potentially reshaping AI hardware market. New cloud deal with NATO strengthens Alphabet’s position in AI value chain. Valuation remains reasonable at 28.5 times forward earnings. Analysts maintain “Strong Buy” rating on GOOGL.

Google’s AI strategy drives growth across business segments. AI features like AI Overviews and AI Mode enhance user engagement and revenue. Cloud business sees 34% revenue growth in Q3 2025. More billion-dollar cloud deals and increased use of AI products position cloud unit as major profit center for Alphabet. Gemini Enterprise in workplace AI and AI-enhanced recommendations on YouTube boost revenue.

Alphabet’s long-term upside remains strong despite potential short-term advertising growth challenges. Rapid cloud adoption, enterprise AI demand, and investment in advanced models and hardware support GOOGL’s appeal as an investment. Amit Singh does not hold positions in mentioned securities. Information is for informational purposes only. Original article on Barchart.com.

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