Google stock has under-performed in 2025. Here's what fundamental and technical analysis says about Google stock as generative AI presents new opportunities and risks.
Nvidia Corporation (NASDAQ: NVDA) and Microsoft Corporation (NASDAQ: MSFT) are poised to become the first companies to reach a $4 trillion market cap, driven by the burgeoning demand for artificial intelligence (AI), predicts Dan Ives, the global head of technology research at Wedbush Securities.
Over the past month, Zuckerberg personally led an aggressive talent raid, floating offers for startups including OpenAI co-founder Ilya Sutskever's Safe Superintelligence (SSI) and courting prospects directly on WhatsApp with million-dollar pay packages.
Microsoft's new AI system, revealed by CEO Satya Nadella, surpasses human doctors in diagnosing complex medical cases, signaling a major step toward medical superintelligence.
Elon Musk's xAI secured $10B in debt & equity to expand AI infrastructure amid fierce competition. Major players like Google & Microsoft also advancing AI capabilities.
A company that generates cash isn’t automatically a winner.
Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.
Apple's stock rose 2% after reports emerged that the company is considering using AI models from OpenAI or Anthropic to enhance Siri, highlighting how low investor expectations are for Apple's AI advancements.
Shares of fuel cell technology Plug Power (NASDAQ:PLUG) jumped 26.7% in the afternoon session after the U.S. Senate revealed changes to a GOP tax bill that extends hydrogen tax credits. The updated bill pushes the expiration of these crucial tax credits to January 1, 2028, giving hydrogen producers a two-year longer runway to scale operations and make green hydrogen more cost-competitive against fossil fuels.
Shares of building materials distributor GMS (NYSE:GMS) jumped 11.7% in the afternoon session after the company announced it had agreed to be acquired by The Home Depot's subsidiary, SRS Distribution. The all-cash deal values the specialty building products distributor at $110.00 per share, for a total enterprise value of approximately $5.5 billion.
Shares of financial services company Robinhood (NASDAQ:HOOD)
jumped 10.5% in the afternoon session after Bank of America raised its price target on the stock as the company announced a major expansion of its crypto offerings in the European Union.
