After Apple Deal, Is Google — Not OpenAI — Now the Premier AI Stock?

In the ever-evolving landscape of artificial intelligence (AI), Alphabet's (GOOG) (GOOGL) Google has surged ahead with its groundbreaking Gemini 3 model, released in late 2025. This advanced AI model not only solidifies Google's ironclad grip on search dominance but also propels its cloud services upward from a solid third-place position. 

Analysts speculate that Gemini 3 could enable Google Cloud to challenge Microsoft's (MSFT) Azure for the No. 2 spot and, in time, even dethrone Amazon's (AMZN) AWS as the industry leader. While that throne may still be a future conquest, the shift came on Monday with Google's landmark deal to power Apple's (AAPL) AI features and cloud operations. This partnership integrates Gemini into billions of iPhones, reshaping the AI competitive field by sidelining rivals like OpenAI and bolstering Google's ecosystem-wide influence.