Alphabet stock rallies 9% over two sessions as Gemini 3.0 and Meta chip deal boost sentiment

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Sholanke Dele

25.11.2025

Alphabet stock rallies 9% over two sessions as Gemini 3.0 and Meta chip deal boost sentiment — Alphabet rallied 9% in two days

Alphabet Inc. [GOOGL] surged again in Tuesday’s premarket session, extending a powerful rally that began at the start of the week. As of early trade, the stock was up over 3% near $329, following Monday’s explosive 6.2% rally to a high of $319. Monday’s surge marked GOOGL's largest single-day gain since September and came on the back of record volume, the highest since that same month.

- Alphabet rallied 9% in two days, extending gains above $329 in premarket trade.

- Gemini 3.0 outperformed ChatGPT, cementing Alphabet’s lead in generative AI benchmarks.

- Meta’s plan to adopt Google TPUs strengthens confidence in Alphabet’s AI chip expansion.

The rally was ignited by a combination of powerful catalysts. First, Alphabet’s blockbuster Q3 earnings beat expectations and confirmed the company’s strong positioning in AI. The launch of Gemini 3.0 further accelerated investor enthusiasm. Industry benchmarks placed Gemini ahead of ChatGPT in most performance tests, elevating Alphabet’s reputation in the generative AI space. Additionally, Berkshire Hathaway’s stake in the company reinforced institutional confidence and brought fresh momentum into the stock.

Alphabet price dynamics (Oct - Nov 2025). Source: Tradingview

Another key trigger came from news that Meta Platforms is in talks to spend billions on Alphabet’s AI chips for future data center operations. The reports suggested that Meta could begin renting Google’s tensor processing units (TPUs) from next year and start deploying them at scale by 2027. Alphabet has positioned TPUs as a more cost-effective and secure alternative to Nvidia’s GPUs. The company is reportedly aiming to capture 10% of Nvidia’s revenue in the AI chip market. These TPUs are already integrated into Google Cloud’s services, which enhances the ecosystem appeal for enterprise clients.

Alphabet RSI at 75 signals overbought, but the bullish trend remains firmly intact

This mix of earnings strength, product innovation and strategic partnerships has lifted Alphabet to a standout position among megacap tech stocks. The stock is now up over 70% year-to-date, making it the top performer among the so-called Magnificent Seven. The surge has pushed co-founder Larry Page’s net worth to $272 billion, trailing only Elon Musk.

Technically, GOOGL now trades in overbought territory. The daily and 4-hour RSI have both reached 75, often a zone where profit-taking emerges. However, the bullish narrative continues to dominate. Momentum suggests that price could break above $330 in the cash session. Near-term projections point toward $360 and possibly $400 as the next major milestones, especially if institutional buying deepens and product adoption metrics accelerate in the weeks ahead.

We discussed how Alphabet reached $307 in premarket trading, lifting November gains to nearly 9%. Valuation at 26 times earnings kept it attractive among peers confirmed by rising volume

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