Key Points
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Alphabet’s Google Gemini 3.0 is set to enhance the attractiveness of Google Cloud.
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Amazon plans to utilize agentic AI, with expectations for significant advancements in 2026.
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Apple reported record Q4 iPhone sales of $49 billion and may release smart glasses in late 2026.
Alphabet (NASDAQ: GOOG) is experiencing a resurgence, with its stock up nearly 70% this year. The launch of Google Gemini 3.0 could further bolster Google Cloud’s market position. In 2026, advertising profits are expected to rise due to the integration of generative AI.
Amazon (NASDAQ: AMZN) CEO Andy Jassy noted a 20% revenue increase in AWS year-over-year, reaching $33 billion. The company is heavily investing in AI to enhance its services and is projected to see benefits from these investments in 2026.
Apple (NASDAQ: AAPL) saw record iPhone sales for the fiscal 2025 Q4, positioning it to potentially lead the smartphone market in 2025. Anticipation is building for a new product launch, possibly its first smart glasses, targeted for late 2026.
