Alphabet (GOOG): AI Loser To a Potential Winner

1 hour ago 1

Soumya Eswaran

Wed, December 24, 2025 astatine 6:20 AM CST 2 min read

Janus Henderson Investors, an concern absorption company, released its third-quarter 2025 capitalist missive for its “Janus Henderson Global Technology and Innovation Fund”. A transcript of the missive tin beryllium downloaded here. The exertion assemblage generated beardown results successful the quarter, driven by the semiconductor analyzable and hardware makers, which outpaced the broader equities. The money returned 9.19% successful the quarter, compared to the S&P 500 Index’s 8.12% instrumentality and the MSCI All Country World Information Technology Index’s 12.76% return. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Janus Henderson Global Technology and Innovation Fund highlighted stocks specified arsenic Alphabet Inc. (NASDAQ:GOOG). Alphabet Inc. (NASDAQ:GOOG), the genitor institution of Google, offers assorted platforms and services operating done Google Services, Google Cloud, and Other Bets segments. The one-month instrumentality for Alphabet Inc. (NASDAQ:GOOG) was -2.46%, and its shares gained 59.78% implicit the past 52 weeks. On December 23, 2025, Alphabet Inc. (NASDAQ:GOOG) banal closed astatine $315.68 per share, with a marketplace capitalization of $3.8 trillion.

Janus Henderson Global Technology and Innovation Fund stated the pursuing regarding Alphabet Inc. (NASDAQ:GOOG) successful its 3rd 4th 2025 capitalist letter:

"Alphabet Inc. (NASDAQ:GOOG), a starring contributor, generated beardown returns arsenic the marketplace perceived it arsenic moving from an AI loser to a imaginable winner. The impetus down the improving sentiment was its Gemini instrumentality ascending the ranks of downloaded AI platforms. The institution besides benefited from a favorable solution to a lawsuit brought by the U.S. government. In the settlement, Alphabet tin inactive bid for placement of its hunt level connected devices but not question exclusivity."

Alphabet Inc. (NASDAQ:GOOG) is successful the 7th presumption connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 186 hedge money portfolios held Alphabet Inc. (NASDAQ:GOOG) astatine the extremity of the 3rd 4th which was 178 successful the erstwhile quarter. In the 3rd 4th of 2025, Alphabet Inc. (NASDAQ: GOOG) achieved its first-ever $100 cardinal successful revenue. While we admit the imaginable of Alphabet Inc. (NASDAQ:GOOG) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.