We're putting an AI giant in the Bullpen

December 22, 2025

TL;DR

Alphabet (Google's parent company) is being added back to a stock watch list.
Previous exit was due to concerns about Google's Gemini AI competitiveness and Justice Department actions.
Google launched Gemini 3, which is considered a new standard for large language models.
Gemini 3 was developed and runs on custom silicon created by Google in partnership with Broadcom.
The custom silicon may become a new revenue stream as other companies show interest.
A court ruled in favor of Alphabet, meaning Chrome does not need to be spun off.
The partnership between Google and Apple can continue, important for Apple's Siri AI upgrade.
Jim Cramer suggests Google would be a better AI partner for Apple than OpenAI.
OpenAI's high valuation and significant spending commitments raise concerns about its financial stability.
Google's financial strength makes Gemini's potential value higher compared to OpenAI's cash burn.

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