NVIDIA Corporation

Broadcom Inc.

Alphabet Inc.

Broadcom, a contract manufacturer of custom chips for Google's AI servers, has become one of the main beneficiaries of the growth of Alphabet shares, which hit an all-time high on November 25, Investopedia writes. Broadcom shares are up 12% over the past five trading sessions. Most analysts hold a buy recommendation on them, despite the fact that the price is already close to fair.

Broadcom has been the main beneficiary of Alphabet's rally. Is it not too late to buy the stock?

Meta Platforms, Inc.

AI race is "a marathon in which the leader will change many times, says Mizuho analyst 

Nvidia responded to the threat from Google that collapsed the stock. Should investors be afraid?

Alphabet - Google's parent company - promoting its own AI chips could deprive Nvidia of up to 10% of its annual revenue

Nvidia shares fell 7% after news of Meta's plans to buy chips from Google

Apple Inc.

International Business Machines Corporation

Shares of Apple, IBM and Cisco Systems will help protect against volatility, says Ben Reitzes

Melius cited "the only reason for investor concern." It's the rise of Google

MediaTek Inc.

Shares of Google and its Asian suppliers jumped in trading

The media has learned about Meta's intention to buy AI chips from Google. Does this threaten Nvidia?

Improved profitability and the launch of Gemini 3 boost analysts' confidence

Alphabet is the best performing Mag7 stock in 2025. Its rally is not over, Barron's believes

Microsoft Corporation

U.S. stock markets ended a chaotic week with stocks reversing upward after a sell-off in the AI sector on Thursday. About 450 securities from the S&amp;P 500 index rose on Friday, supported by strengthened hopes that the U.S. Federal Reserve may still lower its key rate in December. At the same time, all three indices remained in the negative at the end of the week, and bitcoin reached its lowest value since April.

Wall Street believed in Fed rate cut: stocks ended a dramatic week with gains

Alphabet, which owns Google, on Friday surpassed Microsoft in capitalization and entered the top 3 most expensive companies in the world after Nvidia and Apple. Alphabet shares rose 3.8% in trading on Nov. 21, bringing its market value to $3.6 trillion, CNBC <a href="https://www.cnbc.com/quotes/GOOGL">shows </a>. Microsoft shares, meanwhile, fell 1.1%, with its <a href="https://www.cnbc.com/quotes/MSFT">capitalization </a>just above $3.5 trillion. If this dynamic continues, the Nov. 21 session will be the first time since Aug. 30, 2018, that Alphabet ends trading with a capitalization higher than Microsoft's, according to Dow Jones Market Data, Barron's <a href="https://www.barrons.com/articles/google-stock-price-market-cap-value-microsoft-alphabet-624b6fe5">notes</a>.

Alphabet has surpassed Microsoft in terms of capitalization and entered the top three most expensive companies

Tuesday, November 18 saw <a href="https://blog.google/products/gemini/gemini-3/">the</a> long-awaited launch of Gemini 3, Google's new version of AI, which has generated quite a bit of hype and rumors over the past month. Apparently, the rollout is going well and user feedback is mostly positive. That gave a boost to shares of parent company Alphabet, which were already up when it was revealed that they were <a href="https://www.cnbc.com/2025/11/14/warren-buffetts-berkshire-hathaway-reveals-new-position-in-alphabet.html">bought by</a> legendary investor Warren Buffett's Berkshire Hathaway fund in the third quarter. There is an interesting twist in the frenzied AI race: Gemini is clearly challenging the previously undisputed leader ChatGPT from OpenAI.

Okay, boomer: why Google is back in vogue

Berkshire Hathaway Inc.

Amazon.com, Inc.

Tesla, Inc.

The reshuffle was prompted by the rapid rise in Alphabet's stock, driven by a number of factors

The founder of Google has entered the top 3 richest billionaires in the world. Who has he displaced?

Alphabet securities rose by almost 7% in trading on November 19

Alphabet's stock has hit an all-time high. What does Wall Street like about its new AI model?

Gemini 3 release could be a new catalyst for Alphabet stock growth