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It's the best-performing member of the "Magnificent Seven" in 2026 by a country mile.For comparison, shares of AI chip darling Nvidia (NVDA) are down slightly on the year."I think Google could end the year with the highest market cap [in the market]," veteran trader and Thinkorswim founder Tom Sosnoff said on Yahoo Finance's Opening Bid. Nvidia currently holds that distinction with a $4.52 trillion market cap.But Google is making a strong case it will be the AI-centric stock to beat in 2026.It just scored a huge deal with Apple (AAPL), where its Gemini models and cloud technology will power the next generation of the smartphone maker's AI. Speaking of models, Gemini 3 is still being viewed as the leader in the space after surpassing ChatGPT in terms of performance last fall.Alphabet CEO Sundar Pichai speaks at a Google I/O event in Mountain View, Calif., on May 20, 2025. (AP Photo/Jeff Chiu, File) · ASSOCIATED PRESSThe concerns about the search business's profit potential in the age of artificial intelligence have quieted down amid a push into AI summaries on the platform. And YouTube remains a financial juggernaut.Bank of America analyst Justin Post said more positives lay ahead.A greater Street appreciation of Alphabet's differentiated AI asset base aided by new deals and sector IPOs may get priced into the stock. So could a "higher traffic monetization driven by a shift to AI query results," cloud growth upside supported by Gemini and AI chips, and new opportunities around an agentic AI ecosystem."With Google in a strong AI position and several big AI IPOs ahead, we remain constructive on Alphabet given leading AI position in the sector across LLM (Gemini), infrastructure (TPUs), consumer reach (search), and enterprise adoption (Cloud, Workspace)," Post wrote.Post sports a Buy rating on Alphabet with a $370 price target, which assumes about 10% upside from current levels.This embedded content is not available in your region.The clear catalysts and underlying momentum in the stock are readily apparent. And if the Street catches up with its earnings per share (EPS) estimates, it may push up the stock more.Yahoo Finance data shows the average EPS estimate on Alphabet for 2026 has barely risen in the past 60 days, despite Google's business moving full steam ahead. A total of 11 Wall Street analysts have lifted their EPS projections on Alphabet the past 30 days, but the hikes look modest given the mean estimate hasn't risen substantially.Terms and Privacy PolicyPrivacy & Cookie SettingsMore InfoS&P 5006,944.47 +17.87 (+0.26%)Dow 3049,442.44 +292.81 (+0.60%)Nasdaq23,530.02 +58.27 (+0.25%)Russell 20002,674.56 +22.92 (+0.86%)VIX15.84 -0.91 (-5.43%)Gold4,617.70 -18.00 (-0.39%)Trending tickersSPHL Springview Holdings Ltd 17.41 +15.11 (+656.96%)TSM Taiwan Semiconductor Manufacturing Company Limited 341.64 +14.53 (+4.44%)HOOD Robinhood Markets, Inc. 110.35 -9.32 (-7.79%)RDDT Reddit, Inc. 228.75 -23.63 (-9.36%)GS The Goldman Sachs Group, Inc. 975.86 +43.19 (+4.63%)PortfolioSign in to access your portfolioSign inTop gainersFIGR Figure Technology Solutions, Inc. 64.96 +9.14 (+16.37%)ERAS Erasca, Inc. 9.56 +1.25 (+15.04%)GLXY Galaxy Digital 31.99 +3.80 (+13.48%)FLNC Fluence Energy, Inc. 25.50 +2.85 (+12.58%)PEN Penumbra, Inc. 350.49 +37.06 (+11.82%)Top losersRGC Regencell Bioscience Holdings Limited 30.06 -5.11 (-14.53%)RCUS Arcus Biosciences, Inc. 21.79 -2.77 (-11.28%)CRCL Circle Internet Group 76.60 -8.20 (-9.67%)BEAM Beam Therapeutics Inc. 32.05 -3.36 (-9.49%)RDDT Reddit, Inc. 228.75 -23.63 (-9.36%)Most activeNVDA NVIDIA Corporation 187.05 +3.91 (+2.13%)INTC Intel Corporation 48.32 -0.40 (-0.82%)BBAI BigBear.ai Holdings, Inc. 6.17 -0.09 (-1.44%)GRAB Grab Holdings Limited 4.3900 -0.2400 (-5.18%)ONDS Ondas Holdings Inc. 12.82 -0.74 (-5.46%)Top economic eventsEarnings eventsMy earnings eventsEarnings events