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Key facts: In Q3 2025, Google (Alphabet) drove over two-thirds of the S&P 500's gains, showing a strong recovery after previously underperforming compared to other major tech firms.

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  • In Q3 2025, Google (Alphabet) drove over two-thirds of the S&P 500's gains, showing a strong recovery after previously underperforming compared to other major tech firms.1
  • Alphabet's use of generative AI could boost growth in search, cloud, and YouTube, impacting future earnings, while competition, especially from OpenAI, will be vital for its market position.2
  • Morgan Stanley has raised its price target for Alphabet's shares to $270.00 from a previous target of $210.00.3