Halftime Report Alphabet's Climb to a $4 Trillion Market Cap 11/25/25
Nov 25, 2025
Stephanie Link, a savvy portfolio manager, and Josh Brown, CEO of Ritholtz Wealth Management, dive into Alphabet's impressive surge to a $4 trillion market cap. They dissect the factors fueling this growth, including AI advancements and strategic partnerships. The conversation contrasts Alphabet's momentum with Meta's improving metrics and explores the competitive landscape of AI. Portfolio moves and retail stock opportunities also emerge, alongside insights on market volatility and emerging tech trends.
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Alphabet's AI Repricing
- Alphabet's market cap surged as investors re-rated its AI ROI after Gemini and TPU developments.
- The market now views Alphabet as a top AI competitor with a full-stack strategy under Sundar Pichai.
TPUs Give Google An Edge
- Google’s long-term investment in TPUs and full-stack AI gives it a defensive edge versus OpenAI and NVIDIA.
- Gemini 3 and custom chips let Alphabet challenge GPU incumbents and close earlier doubts.
Doubling Down On Google In April
- Brian Belsky recounted doubling his Google position in April during the dips.
- He credits returning founders and strategic partnerships for Google’s renewed momentum.