"I think some folks need some sleep," CEO Sundar Pichai said on a recent Google podcast about the company's Gemini 3 launch and AI ambitions.

When I walked into a conference room in Google's San Francisco building last week, I expected to find the typical tech briefing setup with rows of chairs facing a wall of screens and a corporate voice managing a slide deck.

The firm purchased more than 174,000 shares of Google parent Alphabet Inc. (NASDAQ: GOOG), valued at over $56 million, on Nov. 26. The move came one week after Alphabet unveiled Gemini 3, its most advanced artificial intelligence (AI) model to date.

The internet giant has released new AI software and struck deals, such as a chip tie-up with Anthropic PBC, that have reassured investors the company won’t easily lose to ChatGPT creator OpenAI and other rivals.

Novelty aside, Wall Street seems to believe that Alphabet has seized the momentum against its Magnificent 7 peers and other AI names. The past 12 months show a clean, decisive divergence. While the Big Tech stocks have traded as a group through most of this summer, shares of Alphabet broke out from the pack in September.

Google is finally rolling out the new Power Saving Mode in Google Maps for Pixel 10 phones. The feature was announced as part of the November Pixel Drop and is now appearing for more users. As the name suggests, the new mode aims to extend your phone’s battery life during navigation.

Google is celebrating Thanksgiving with a new Doodle. The image above the search bar now features Tiny Chef dancing among pies and bread loaves.

Dow industrials add more than 600 points, biggest gain since August.

Nvidia’s customers have a big incentive to explore cheaper alternatives. Bernstein, an investment-research firm, estimates that Nvidia’s GPUs account for over two-thirds of the cost of a typical AI server rack.

Alphabet is closing in on a major milestone as investor excitement around AI accelerates. A recent high-level agreement could significantly alter how global institutions manage their most sensitive data.

A deal to use Google’s TPUs for Meta’s AI models could be worth billions and eat into Nvidia’s dominant market share.