Google Search revenue surges as Nvidia partners Archer Aviation

Key Takeaways

• Google Search maintains a 90% global market share, with Q4 2025 revenue reaching $63.1 billion, despite competition from AI chatbots like ChatGPT.
• The AI-driven technology sector rally from 2023-2025 is showing signs of weakening, as investors question the returns on AI infrastructure investments.
• Cadence Design Systems reported strong Q4 earnings, driven by high demand for its AI-related products in chip design and verification.
• Archer Aviation is partnering with NVIDIA to integrate the IGX Thor platform into its eVTOL aircraft for advanced aviation AI and autonomous flight.
• Opsera is focusing on an AI-driven 'agentic tooling' strategy for autonomous software testing, securing, and deployment.
• Hong Kong investor Neil Shen is utilizing American capital to invest in Chinese artificial intelligence companies.
• Chinese investors are shifting focus from AI to commercial aerospace, leading to significant gains in 'meme rocket' stocks.
• Analog chip companies, including Texas Instruments and Analog Devices, are expected to benefit from the broader AI boom due to increased demand for foundational semiconductor technologies.
• Experts warn against using AI chatbots like ChatGPT for tax preparation due to risks of errors, outdated information, and data security issues.
• Google's AI Overviews and AI Mode are contributing to increased search usage, enhancing user experience.

Alphabet's Google Search Dominates Despite AI Competition

Alphabet's Google Search remains the top search engine with 90% market share, even after the rise of AI chatbots like ChatGPT. Despite initial fears that AI would hurt Google Search's advertising revenue, the platform's revenue grew 17% in Q4 2025. CEO Sundar Pichai stated that search usage is at an all-time high, with AI Overviews and AI Mode enhancing user experience. Alphabet's strong data, technology, and distribution capabilities help it adapt to new AI advancements, making it a solid investment.

Alphabet's Google Search Thrives Amidst AI Advancements

Despite concerns when ChatGPT launched in late 2022, Alphabet's Google Search continues to dominate with a 90% global market share. While Microsoft integrated ChatGPT into Bing, Google Search's revenue surged 17% in Q4 2025, reaching $63.1 billion. CEO Sundar Pichai highlighted increased search usage and the success of AI Overviews and AI Mode. Alphabet's strengths in data, technology, and distribution allow it to adapt effectively to AI, reassuring investors about its future.

Hong Kong Investor Neil Shen Funds China's AI Growth with US Capital

Neil Shen, a prominent Hong Kong investor, is using American capital to invest in Chinese artificial intelligence (AI) companies. Shen previously built his fortune by investing in major Chinese tech firms during his time at Sequoia Capital. Now, he is focusing on the global AI race, backing Chinese firms that are competing internationally. This strategy highlights the significant role of international investment in China's rapidly expanding AI sector.

AI Stock Rally Shows Signs of Weakening

The technology sector's rally from 2023 to 2025, largely driven by artificial intelligence (AI), may be losing momentum. Similar to the dot-com bubble of the late 1990s, the AI narrative is facing challenges. Investors are questioning whether massive investments in AI infrastructure will yield significant returns and if new AI tools will disrupt existing business models. This suggests a potential shift in market focus away from AI as the sole driver of growth.

Archer Aviation Partners with NVIDIA for Advanced Aviation AI

Archer Aviation Inc. announced at CES 2026 its collaboration with NVIDIA to develop next-generation aviation artificial intelligence. The company will integrate NVIDIA's IGX Thor platform into its electric Vertical Take-Off and Landing (eVTOL) aircraft. This technology will provide high-reliability, real-time onboard computing for safety-critical applications. The partnership aims to enhance autonomous flight technology, improve air travel safety and efficiency, and solidify Archer's leadership in urban air mobility.

Experts Warn Against Using AI for Tax Preparation

Tax experts advise against using AI chatbots like ChatGPT for tax preparation due to significant risks of errors and data security issues. These AI tools may provide inaccurate or outdated information, and inputting sensitive personal data like W-2s or 1099s into public forums is a major security concern. While AI can offer general guidance, complex tax situations require professional human advice. Tax preparation firms offer safer, AI-powered alternatives trained on current tax laws.

Non-AI Chip Stocks Poised to Benefit from AI Boom

While AI chip stocks like Nvidia have surged, several analog chip companies are expected to benefit from the broader AI boom. These companies, including Texas Instruments, Analog Devices, and NXP Semiconductors, produce essential components for various electronic devices. Analog chips are crucial for converting real-world signals and managing power. As AI demand grows, so will the need for these foundational semiconductor technologies, presenting new investment opportunities.

Opsera Focuses on AI Tools After Sales Kick-Off

Opsera recently held its 2026 sales kick-off, emphasizing an AI-driven software tooling strategy focused on 'agentic tooling.' These tools aim to autonomously test, secure, and deploy software at scale. The company noted strong investor and customer sentiment supporting its direction. Opsera aims to leverage this alignment to drive product innovation and market effectiveness in AI-centric tooling, strengthening its competitive position.

China's Aerospace Stocks Soar Amid AI Slowdown

Chinese investors are shifting focus from artificial intelligence (AI) to commercial aerospace, driving significant gains in 'meme rocket' stocks. An index of commercial aerospace companies has risen about 10% this year, following a 76% increase in 2025. This surge is fueled by expectations of policy support, reduced launch costs, and China's determination to compete with the US in aerospace technology. The trend reflects a search for market momentum as the AI frenzy shows signs of faltering.

Cadence Stock Soars on Strong AI Product Demand

Cadence Design Systems reported strong fourth-quarter earnings, exceeding expectations with $1.17 earnings per share on $1.01 billion in revenue. The company's stock surged due to high demand for its AI-related products, particularly in chip design and verification. Analysts are optimistic, with Morgan Stanley and Jefferies reiterating Buy ratings and raising price targets. Cadence's focus on AI and consistent financial performance position it well for continued growth.

Sources

• 1 Reason Why Investors Shouldn't Worry About This No-Brainer AI Stock's Biggest Competitive Risk
• 1 Reason Why Investors Shouldn't Worry About This No-Brainer AI Stock's Biggest Competitive Risk
• The Hong Kong Investor Putting American Money Into China’s AI Push
• 4 Reasons The AI Narrative Is Crumbling
• Archer Aviation Inc. (ACHR) to Develop the Next Wave of Aviation AI Technology With NVIDIA IGX Thor
• Should I use AI for my taxes? Experts say no
• Could these 6 non-AI chip stocks be the next leg of the AI boom?
• Opsera Emphasizes AI-Driven Software Tooling Strategy After 2026 Sales Kick-Off
• From AI to aerospace: China meme rocket shares take off in race with US
• Cadence Spikes Post-Earnings With Strong Interest in AI Products