The Alphabet (GOOGL) stock price is up around 54% year-to-date. Google is set to release their Gemini AI to challenge OpenAI. How does Alphabet (GOOGL) compare to Amazon (AMZN) and Microsoft (MSFT) in terms of cloud computing? Andy Swan says that consumers are excited to sign up for YouTube TV and cut the cord. Kevin Hincks and Tom White weigh in on the Google global dominance.