Google TPU AI Infrastructure Push
Google's stock is benefiting from potential collaboration with Apple, which may enhance its market position.
Too little corroboration in the last 3 days to call a trend (5 articles). Watching for it to gain traction.
"GOOGL stock is now Buffett's third-largest stock holding by market value, behind only Apple (AAPL) and American Express (AXP). The Alphabet share count rose 83% during the second quarter."
"Under the hood, Alphabet is also looking at going deeper on its own chips through a possible tie-up with Marvell (MRVL), where they’d work on a memory processing unit that supports TPU workloads and a separate inference-focused TPU."
"This potential diversification beyond the core advertising business could unlock significant further upside in GOOGL stock over time."
"As hyperscalers are expected to collectively pour hundreds of billions into AI data centers, strategic alliances like this will play a critical role in determining which companies capture the most value across the semiconductor and cloud value chain."
"Google Cloud is seeing strong demand from big companies. CVS Health is using Google Cloud for its AI platform. Meta has reportedly leased Google’s TPU chips for AI computing."
"Google stock has gained 68% in 2025 as the company's artificial intelligence strategy gels."
"Now Google stock stands poised to launch a breakout of its own."
"Shares of Google-parent Alphabet (GOOGL) have rebounded back above the 10-week moving average."
"Alphabet rallied 4.6% on a report that it's in talks with Apple over licensing its 'Gemini' artificial intelligence training model for use in iPhones."
"Shares soared on a report that Apple (AAPL) is in talks with its Magnificent Seven peer to use Google's Gemini AI engine in the iPhone."