By Trevor Jennewine, The Motley Fool
Publication Date: 2025-12-06 08:26:00
Alphabet and Microsoft could surpass the combined market value of Nvidia and Palantir before the end of next year.
Currently, Nvidia is worth $4.4 trillion, and Palantir Technologies is worth $424 billion. That brings their collective market value to $4.8 trillion as of Dec. 4.
I think Alphabet (GOOGL +1.15%) (GOOG +1.08%) and Microsoft (MSFT +0.43%) can top that figure by the end of 2026. Here’s what my prediction would mean for shareholders:
- Alphabet is currently worth $3.8 trillion. The stock must increase 29% for the company to achieve a market value of $4.9 trillion.
- Microsoft is currently worth $3.6 trillion. The stock must increase 36% for the company to achieve a market value of $4.9 trillion.
Here’s what investors should know about these artificial intelligence (AI) stocks.
Image source: Getty Images.
1. Alphabet
Alphabet is the largest adtech company in the world due to its ability to engage consumers with Google Search and YouTube. The company is leaning on artificial intelligence (AI) to improve engagement and better monetize those web properties. AI Overviews and AI Mode have made Google Search more popular, and AI tools are assisting YouTube creators with generating, editing, and optimizing content.
Alphabet’s Gemini application, an AI assistant built on Gemini large language models (LLMs), now has over 650 million monthly active users. It’s the second-most popular AI assistant behind ChatGPT, affording the company yet another ultra-popular advertising…
