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In September 2023, major stock indices saw a 5% decline, but stocks like Alphabet (GOOGL) and Apple (AAPL) demonstrated resilience, reaching new highs. Analysts suggest that both companies have been underestimated in their roles in the AI ecosystem, particularly with Alphabet’s Gemini 3 and TPU silicon technology, and Apple’s dominance in mobile AI.
According to Morgan Stanley, Alphabet’s TPU-related revenue could hit $13 billion by 2027, with production forecasts increasing to 5 million units in 2027 and 7 million in 2028. Meanwhile, Apple has seen sustained growth across all business segments, reaching over 1 billion users in its services division.
Tesla (TSLA) is reportedly on the verge of a breakout, facing challenges from slowing vehicle sales growth but finding potential in the humanoid robot sector as a major future theme. Analysts note that should Tesla successfully deliver a capable humanoid robot, it could significantly impact its market position.
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