HomeTechTechnology'Not Surprised' in GOOGL Rally: Gemini, Cloud & Waymo Lead Future Growth

'Not Surprised' in GOOGL Rally: Gemini, Cloud & Waymo Lead Future Growth

Ali Mogharabi wasn't shocked to see the stark rally in Alphabet (GOOGL). Cloud growth is one factor he points to when characterizing the Mag 7 stock's stunning climb from April lows, with Gemini 3.0 adding to its software moat. Additionally, Ali expects Alphabet's Waymo autonomous driving unit to become a market leader as the technology becomes more common. He later analyzes the company's chipmaking business as a potential disruptor to Nvidia (NVDA).

Morning Movers

01 Dec 2025

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