Google Achieves $4 Trillion Value While Seagate Outperforms Nvidia

Google's parent company, Alphabet Inc., recently achieved a market value exceeding $4 trillion, underscoring its strong leadership in the artificial intelligence sector. This milestone follows a 4.8 percent stock climb this year, building on a 65 percent rally in 2025 that added nearly $1.5 trillion to its market value. Alphabet's success stems from significant investments in AI research and development, with its AI models, computing power, and talent providing a competitive edge. The company also reportedly secured a deal for its Gemini AI to power an AI version of Apple's Siri assistant, further solidifying its position. While Google shines, other companies are also making significant strides in the AI-driven market. Seagate Technology, for instance, surprisingly outperformed Nvidia in 2025, with its shares soaring 225 percent compared to Nvidia's 39 percent. This growth is fueled by the surging demand for data center storage, crucial for AI applications. Seagate reported a 21 percent revenue increase to $2.63 billion in the first quarter of fiscal 2026, with analysts projecting a 42 percent earnings increase this fiscal year. Similarly, TSMC, a major producer of advanced AI chips, anticipates a 27 percent rise in its fourth-quarter net profit due to robust AI chip demand and full utilization of its 3-nanometer chip production, which includes Apple's A19 chip for the iPhone 17. Innovation in AI extends to various sectors. SoundHound AI saw its shares jump 6.6 percent after showcasing "agentic" voice commerce and a new "Vision AI" feature for cars at CES 2026, alongside a partnership with TomTom for in-car voice and navigation systems. Tesla also holds significant AI potential, with analysts like Dan Ives from Wedbush Securities highlighting its Optimus AI robot as a major future revenue and profit driver, transforming Tesla beyond an electric vehicle company. These developments reflect broad industry investment in AI. However, the rapid expansion in AI also brings financial considerations and warnings. Bank of America research predicts that major technology companies, or "hyperscalers" like Amazon, Google, Meta, Microsoft, and Oracle, could issue between $140 billion and $300 billion in corporate bonds annually over the next three years to fund their AI initiatives. This projection suggests tech companies may soon surpass banks in bond sales. Investor Michael Burry, known for "The Big Short," cautions about a potential AI bubble, advising investors to monitor Return on Invested Capital (ROIC). He argues that the shift from software to expensive hardware in AI development could lower ROIC, drawing parallels to the dot-com bubble of the late 1990s.

Key Takeaways

• Alphabet (Google) reached over $4 trillion market value, driven by its leadership and investments in artificial intelligence.
• Alphabet's stock climbed 4.8 percent this year, adding to a 65 percent rally in 2025, which increased its market value by nearly $1.5 trillion.
• Apple reportedly chose Google's Gemini to power an AI version of its Siri assistant.
• Seagate Technology's stock rose 225 percent in 2025, outperforming Nvidia's 39 percent, due to high demand for data center storage driven by AI.
• Seagate reported a 21 percent revenue increase to $2.63 billion in Q1 fiscal 2026, with analysts expecting a 42 percent earnings increase this fiscal year.
• TSMC expects its fourth-quarter net profit to rise 27 percent due to strong AI chip demand and 3-nanometer production, including Apple's A19 chip.
• Bank of America predicts hyperscalers like Amazon, Google, Meta, Microsoft, and Oracle could issue $140 billion to $300 billion in corporate bonds annually for AI investments.
• SoundHound AI shares jumped 6.6 percent after demonstrating "agentic" voice commerce and "Vision AI" at CES 2026 and announcing a partnership with TomTom.
• Tesla's stock potential is linked to its Optimus AI robot, which analysts believe will be a major future revenue and profit driver.
• Investor Michael Burry warns of a potential AI bubble, suggesting that the shift to expensive hardware for AI lowers Return on Invested Capital (ROIC).

Seagate AI Stock Outperforms Nvidia and May Soar in 2026

Seagate Technology, an AI stock, quietly outperformed Nvidia in 2025. The company benefits from high demand for data storage in data centers due to AI growth. Prices for storage products like HDDs are increasing, with a 4 percent jump in the fourth quarter. Seagate reported a 21 percent revenue increase to $2.63 billion in Q1 fiscal 2026. Analysts expect its earnings to grow 42 percent this fiscal year, potentially pushing its stock to $455.

Seagate Technology AI Stock Beats Nvidia in 2025

Seagate Technology, an AI stock, significantly outperformed Nvidia in 2025, with its shares rising 225 percent compared to Nvidia's 39 percent. The company benefits from strong demand for data center storage driven by AI applications. Experts predict the data center storage market will grow from $13 billion in 2024 to $23 billion by 2028. Seagate's revenue increased 21 percent to $2.63 billion in the first quarter of fiscal 2026, and analysts expect a 42 percent earnings increase this fiscal year. This growth suggests the stock could reach $455.

TSMC Profit Soars 27 Percent on Strong AI Chip Demand

TSMC, the world's largest maker of advanced AI chips, expects its fourth-quarter net profit to rise 27 percent to a new record. This growth comes from the huge demand for AI infrastructure and full use of its 3-nanometer chip production, including Apple's A19 chip for the iPhone 17. IDC predicts TSMC's revenue will grow 25 to 30 percent in 2026, driven by AI server accelerators and new 2-nanometer chips. The company is also investing $165 billion to build chip factories in Arizona, USA.

SoundHound AI Stock Jumps After CES Demos and TomTom Deal

SoundHound AI shares rose 6.6 percent to $11.75 on Friday, January 11, 2026. The company gained attention at CES 2026 by showing off "agentic" voice commerce and a new "Vision AI" feature for cars. SoundHound also announced a partnership with TomTom to create a joint in-car voice and navigation system. CEO Keyvan Mohajer believes voice-driven commerce will change how businesses connect with customers. Investors now watch for upcoming inflation data and the company's next earnings report, expected around February 26.

Bank of America Predicts Huge AI Bond Sales

Bank of America research suggests that large technology companies will issue a lot of corporate bonds in the coming years. These "hyperscalers" like Amazon, Google, Meta, Microsoft, and Oracle are investing heavily in AI development. They could sell between $140 billion and $300 billion in bonds each year for the next three years. Last year, these companies borrowed $121 billion, and this new prediction means tech companies might soon sell more bonds than banks.

Google Parent Alphabet Reaches 4 Trillion Dollar Value

Alphabet Inc., Google's parent company, has reached a market value of over $4 trillion. This milestone shows Google's strong leadership in the artificial intelligence industry. Investors are confident in the company's AI abilities and future plans, leading to a significant rise in its stock. Google's growth comes from its ongoing investments in AI research and development. It also successfully uses AI across its products, including search, cloud services, and self-driving technology.

Michael Burry Warns of AI Bubble Using Key Metric

Michael Burry, the investor known from "The Big Short," is betting against the current AI boom. He believes investors should watch Return on Invested Capital, or ROIC, to see if AI is a bubble. Burry says AI is making big tech companies move from easy-to-manage software to expensive hardware, which lowers their ROIC. He compares the AI boom to the dot-com bubble of the late 1990s, calling OpenAI the "Netscape of our time." Leading AI companies are spending a lot on infrastructure but are not yet showing big profits, leading Burry to warn of a possible "Panic of 2026? 2027?".

Tesla Stock Could Soar With AI Robot Optimus

Tesla stock could be a great investment, according to analyst Dan Ives from Wedbush Securities. He kept his Outperform rating and $310 price target, believing Tesla's focus on physical AI, especially its Optimus robot, will drive future growth. Ives sees this initiative as a major source of revenue and profit, changing Tesla into more than just an electric vehicle company. Elon Musk's leadership and Tesla's strong position in the EV market, along with its AI efforts, create a strong case for the stock. The company is investing heavily in research and development for these new AI technologies.

Alphabet Reaches 4 Trillion Dollar Value as AI Leader

Alphabet Inc., Google's parent company, reached a market value of over $4 trillion on Monday. This makes it one of the biggest winners in the artificial intelligence boom. Its shares rose 1.7 percent to $334.04, and the company recently surpassed Apple Inc. in value. Reports suggest Apple chose Google's Gemini to power an AI version of its Siri assistant. Alphabet's stock has climbed 4.8 percent this year, adding to a 65 percent rally in 2025, which added nearly $1.5 trillion to its market value. Experts believe Alphabet has strong advantages in AI, including its models, computing power, and talent.

Sources

• This Artificial Intelligence (AI) Stock Quietly Outperformed Nvidia in 2025. It Can Continue Soaring in 2026.
• This Artificial Intelligence (AI) Stock Quietly Outperformed Nvidia in 2025. It Can Continue Soaring in 2026.
• TSMC Q4 profit poised to soar 27% as AI demand drives growth
• SoundHound AI stock jumps 6.6% into weekend; what SOUN traders watch next
• AI Bond Sales Could Hit $300 Billion a Year, Bank of America Says
• Google's market cap hits $4 trillion, cementing its status as an AI trade champion
• 'Big Short' investor Michael Burry's key metric to evaluate AI bubble
• How Tesla Stock Could Become a ‘DREAM’ Come True
• Alphabet’s Rise to $4 Trillion Cements Status as AI Trade Winner