google, microsoft and nvidia Updates

The AI sector continues to see dynamic shifts and significant developments across major tech companies and emerging players. Alphabet, Google's parent company, recently made headlines with its stock surging 17 percent in just seven days, propelling it past Microsoft to become the world's third most valuable company. This impressive growth follows Berkshire Hathaway's share purchases and a favorable antitrust ruling. Alphabet is also intensifying its competition with Nvidia in chipmaking, while its leading chatbot, Gemini 3, continues to advance. Google is exploring new avenues for revenue, with Morgan Stanley analysts projecting a potential 3 percent increase in earnings if the company sells 500,000 of its specialized TPUs. Reports indicate Google is in discussions with Meta regarding these chip sales, a move that could also boost Google's cloud revenue by $13 billion, an 11 percent increase. However, this depends on sufficient production capacity and strong market demand. Meanwhile, Microsoft is also making strategic moves in AI infrastructure, with Nebius benefiting from a significant deal with the tech giant, contributing to its strong growth potential. VisualSP is actively supporting Microsoft's AI adoption by launching copilottrainingpackage.com, a new resource offering training modules and live sessions to help users effectively integrate Microsoft Copilot into their workflows. Beyond the tech giants, the broader AI market presents a mixed picture of high growth potential and increasing caution. AI infrastructure companies like Nebius and CoreWeave are drawing attention, with experts predicting one could see a 150 percent stock increase by 2026. Nebius stands out with better profit margins, while CoreWeave boasts large operations and long-term contracts. The Motley Fool Stock Advisor team has also identified top AI stocks for significant growth, having historically outperformed the S&P 500. Nancy Tengler, CEO and CIO of Laffer Tengler Investments, offers a perspective that the current AI trade differs fundamentally from the dot-com bubble of the 1990s, a view she shared on Bloomberg Tech. Despite the optimism, some financial institutions are expressing caution. Major banks, including JPMorgan Chase and Morgan Stanley, are raising concerns about the increasing debt funding in the AI sector, labeling some speculative financing as "AI slop." Many AI projects remain in early stages, prompting questions about their long-term viability, even as the overall health of US banks shows improvement. This cautious sentiment extends to workforce adjustments, as Uber unexpectedly ended contracts for about a dozen PhDs working on "Project Sandbox," an AI training project for Google, citing a change in Google's internal priorities. In other company-specific news, autonomous driving firm Pony AI saw its stock jump 7.0 percent to $13.33 after receiving expanded testing permits in regions like California, signaling confidence in its safety and operational standards despite a recent 30-day stock decline. Conversely, Tempus AI Inc. executives, CEO Eric Lefkofsky and EVP Andrew Polovin, both sold Class A common stock on November 24, 2025, under Rule 10b5-1 trading plans, with Lefkofsky selling 166,250 shares at $74.10 and Polovin selling 12,874 shares at $75.00.

Key Takeaways

• Alphabet's stock surged 17% in seven days, making it the world's third most valuable company, surpassing Microsoft, and it competes with Nvidia in chipmaking with its Gemini 3 chatbot.
• Google could boost earnings by 3% and cloud revenue by $13 billion (11%) by selling 500,000 TPUs, reportedly in talks with Meta for these sales.
• Microsoft's AI strategy includes a significant deal with Nebius, an AI infrastructure company, and VisualSP launched copilottrainingpackage.com to aid Microsoft Copilot adoption.
• AI infrastructure companies Nebius and CoreWeave show strong growth potential, with experts predicting one could see a 150% stock increase by 2026.
• Nancy Tengler of Laffer Tengler Investments believes the current AI market differs from the 1990s dot-com bubble, as discussed on Bloomberg Tech.
• Banks like JPMorgan Chase and Morgan Stanley express caution regarding increasing AI debt funding, labeling some speculative financing as "AI slop."
• Uber unexpectedly ended contracts for about a dozen PhDs working on "Project Sandbox," an AI training project for Google, citing a change in Google's internal priorities.
• Pony AI's stock jumped 7.0% to $13.33 after receiving expanded autonomous driving testing permits in places like California.
• Tempus AI Inc. CEO Eric Lefkofsky sold 166,250 shares at $74.10, and EVP Andrew Polovin sold 12,874 shares at $75, both on November 24, 2025, under Rule 10b5-1 plans.
• The Motley Fool Stock Advisor team identified top AI stocks, with their average return of 991% significantly outperforming the S&P 500's 192%.

Eric Lefkofsky sells Tempus AI shares

Tempus AI Inc. CEO Eric Lefkofsky sold 166,250 shares of Class A common stock on November 24, 2025. He sold the shares for a weighted average price of $74.10 each. These sales happened under a Rule 10b5-1 trading plan set up on March 4, 2025. Lefkofsky still holds millions of shares indirectly through Gray Media, LLC and Blue Media, LLC, and other entities.

Tempus AI EVP Andrew Polovin sells stock

Andrew Polovin, Tempus AI Inc.'s Executive Vice President and General Counsel, sold 12,874 shares of Class A common stock. The sale happened on November 24, 2025, at a price of $75 per share. This transaction followed a Rule 10b5-1 trading plan that Polovin adopted on August 12, 2025. After the sale, he directly owns 107,590 shares of the company.

Nebius and CoreWeave AI stocks could soar

Nebius and CoreWeave are two AI infrastructure companies showing strong growth. Experts believe one of these stocks could increase by 150 percent by 2026. Nebius benefits from better profit margins and a big deal with Microsoft. CoreWeave has large operations and long-term contracts, which could lead to a major comeback. Both companies offer high growth potential in the fast-growing AI market.

Motley Fool names top AI stocks

The Motley Fool Stock Advisor team identified top AI stocks that could see significant growth. Their analyst team believes these stocks offer strong investment opportunities. Stock Advisor has an average return of 991 percent, greatly outperforming the S&P 500's 192 percent. Investors can join Stock Advisor to access the latest top 10 list.

Nancy Tengler says AI trade differs from 90s

Nancy Tengler, CEO and CIO of Laffer Tengler Investments, shared her views on the current AI market. She believes the AI trade is different from the dot com bubble of the 1990s. Tengler discussed her insights during an interview with Tim Stenovec on Bloomberg Tech. The interview was published on November 26, 2025.

Pony AI stock jumps 7 percent with new permits

Pony AI's stock recently jumped 7.0 percent, closing at $13.33, after receiving expanded testing permits in places like California. This surge follows a tough 30-day period where the stock fell 27.8 percent, and it remains down 12.2 percent for the year. The new permits suggest Pony AI meets important safety and operational standards for autonomous driving. Investors should consider the company's long-term plans and financial health, not just short-term price changes.

Google TPU sales could boost earnings 3 percent

Morgan Stanley analysts believe Google could increase its earnings by 3 percent if it sells 500,000 of its TPUs. Google is reportedly talking with Meta about selling these specialized chips. This move could also boost Google's cloud revenue by $13 billion, an 11 percent increase. However, this depends on Google having enough production capacity and strong demand. Broadcom might also benefit as a co-designer of the chips.

Alphabet dominates AI stock market trade

Alphabet, Google's parent company, has become a top performer in the AI stock market. The company's stock rose 17 percent in just seven days, helping it surpass Microsoft as the world's third most valuable company. This surge follows Berkshire Hathaway buying shares and Google winning its antitrust case. Alphabet is now a strong competitor to Nvidia in chipmaking and offers a leading chatbot called Gemini 3.

Banks question rising AI debt funding

Banks are starting to worry about the increasing amount of debt funding for artificial intelligence companies. Major banks like JPMorgan Chase and Morgan Stanley express caution, using the term "AI slop" to describe speculative financing. Many AI projects remain stuck in early stages, raising questions about their future success. Despite these concerns, the overall health of US banks is improving, according to FDIC data.

Uber ends AI training contracts early

Uber unexpectedly ended contracts for about a dozen PhDs working on "Project Sandbox," an AI training project for Google. These contractors were told to expect at least three months of work but were let go after about a month. Uber stated that Google, the client, changed its internal priorities. The workers, some of whom are still waiting for their first paycheck, were paid up to $110 an hour but often could not work enough hours to earn the top rate. Uber CEO Dara Khosrowshahi aims to expand the company's AI Solutions division.

VisualSP offers Copilot training resources

VisualSP CEO Asif Rehmani introduced copilottrainingpackage.com, a new resource to help users adopt Microsoft Copilot. The platform offers training modules on prompt creation and reducing errors, along with video content for tools like Word and Excel. It also provides live training sessions for trainers and power users. This initiative aims to ensure Copilot becomes a valuable asset and not just an expense for businesses. Special pricing is available through the end of the year.

Sources

• [Form 4] Tempus AI, Inc. Insider Trading Activity
• [Form 4] Tempus AI, Inc. Insider Trading Activity
• Massive News: One of These AI Stocks Could Soar 150% by 2026
• Massive News: One of These AI Stocks Could Soar 150% by 2026
• AI Trade is Different From 90’s Says Nancy Tengler
• Does Pony AI’s Recent 7% Surge Reflect True Value After New Testing Permits?
• Google selling 500,000 chips could boost earnings by 3%, MS says (GOOG:NASDAQ)
• Alphabet has stormed the gates of the stock market's AI trade as Google dominates
• Banks Wonder If ‘AI Slop’ Epithet Applies to AI Debt, Too
• Uber headhunted PhDs to join 'Project Sandbox.' After a month, it said that their AI training contracts were over.
• AI Agent & Copilot Podcast: VisualSP's Asif Rehmani Details Copilot Training Resources to Boost Adoption, ROI