Open account

This Trillion-Dollar AI Stock Has Seen a Steeper Increase in Market Cap Than Nvidia This Year. Is It a Buy?

The article analyzes Alphabet’s rising market value and AI-driven momentum, arguing the stock has outpaced peers this year and remains an attractive buy. Alphabet’s market cap is reported up about 20% YTD to roughly $4.5 trillion, briefly surpassing Apple and Microsoft, while Nvidia remains the largest at over $5 trillion (up ~12% YTD). The piece highlights Google Cloud strength — revenue +63% to $20 billion and a cloud backlog that nearly doubled to $462 billion — and notes Alphabet’s 26x forward earnings multiple (down from ~30x). Overall the report frames Alphabet as a core AI beneficiary with solid growth metrics and reasonable valuation, supporting a bullish long-term case for investors.

Category

Microsoft

Sentiment

Bullish

Event

Performance comparison

Reading time

1 min