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### Key Points on AI Investments and Future Growth
**Microsoft** holds a 27% stake in **OpenAI** and is set to benefit from $250 billion in Azure cloud contracts stemming from the company’s shift to a for-profit model in 2025. Despite a strong 15% year-to-date increase in stock price for 2025, investor confidence has waned over OpenAI’s competitive standing in the AI sector, particularly with the emergence of rivals like **Anthropic** and **Alphabet**’s debut of the Gemini 3 model in November.
**Alphabet** has rebounded impressively, with a 62% increase in its stock price this year. The introduction of **AI Mode** in its Search function has led to a growth in paid clicks, showing resilience despite initial fears of AI disruption. Additionally, Alphabet’s **Google Cloud** division has reached a $60 billion revenue run-rate, gaining momentum in the competitive cloud market, bolstered by substantial contracts including a $10 billion deal with **Palo Alto Networks**.
**Intel** has seen an 83.6% stock increase as of 2025, supported by the launch of its 18A node, projected to enhance competitiveness in the semiconductor market. Under new CEO **Lip-Bu Tan**, Intel aims to refresh its product line and capture external clients for future nodes, potentially improving margins and revenues as technology advancements roll out in the coming years.
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