Google’s Gemini 3 a clear hit as Alphabet shares break records
With record highs, heavy trading activity, and strong analyst commentary, Wednesday’s rally suggests that investors see Gemini 3 as a turning point. The combination of technical leadership, renewed investor trust, and strategic advantage gives Alphabet strong momentum heading into the next phase of the AI race.
1/7

Alphabet Hits All Time High After Gemini 3 Launch
Alphabet shares climbed to their highest level on record following an intensely positive reaction to Google’s newest Gemini model. The stock jumped nearly seven percent in early trading, marking the company’s strongest single day rise in two months and outpacing the broader market.
2/7

Gemini 3 Earns Strong Early Reviews
Google unveiled Gemini 3 on Tuesday, and early reviewers praised its performance and capabilities. Bloomberg described the reaction as overwhelmingly positive, a sharp contrast to the more divided response that greeted OpenAI’s GPT 5 earlier in the year.
3/7

Analysts Draw Comparisons with Competitors
The strong debut prompted analysts to question whether Gemini 3 represents the direction many had expected from GPT 5. Colin Sebastian of Robert W. Baird and Company said the new model delivered exactly the kind of leap investors had hoped for, pointing to the volume of strong reviews and early testing results.
4/7

AI Momentum Pushes Concerns Aside
The rally followed an upgrade from Loop Capital earlier in the week. Analysts there moved Alphabet to a buy rating, stating that earlier concerns about the business had been pushed aside by a wave of optimism surrounding Google’s AI progress.
5/7

Investors Signal Confidence in Google’s AI Direction
With record highs, heavy trading activity, and strong analyst commentary, Wednesday’s rally suggests that investors see Gemini 3 as a turning point. The combination of technical leadership, renewed investor trust, and strategic advantage gives Alphabet strong momentum heading into the next phase of the AI race.
6/7

Alphabet Outruns Nasdaq 100
The year to date performance places Alphabet well ahead of the Nasdaq 100, delivering returns more than triple the index. Analysts say the surge reflects both the strength of Gemini 3 and a broader belief that Google is positioning itself to lead the next wave of AI adoption.
7/7

Berkshire Hathaway’s Vote of Confidence
Adding to the momentum, Berkshire Hathaway revealed it had taken a stake in Alphabet during the third quarter. Warren Buffett has traditionally been cautious about large tech investments outside Apple, so the move was seen as a notable signal of confidence.
Discover the latest Business News, Budget 2025 News, Sensex, and Nifty updates. Obtain Personal Finance insights, tax queries, and expert opinions on Moneycontrol or download the Moneycontrol App to stay updated!