Google Steals the Show in AI
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Somehow artificial intelligence has stolen the day again. Motley Fool Money starts now.
Welcome to Motley Fool Money. I'm Travis Hoyum, joined by Rachel Warren and John Quast. And guys, as much as we have talked about artificial intelligence in 2025, things actually seem to be gaining momentum. And the big news this week is that Gemini 3.0 came out. This looks incredible. The narrative around Google has changed, or Alphabet, I guess. Their shares are up 5% today. They're up over 100% since earlier this year. Rachel, is this a big game changer for Alphabet and for Google? Because this seems like a model that was so far ahead of competitors, at least on some of the benchmarks, that maybe this is not a disruptive force for Alphabet, but it's actually something they're going to grow with long-term.
Yeah, this is actually a really big deal. I think this is really exciting for anyone that follows the world of AI and AI stocks. Gemini 3 is very different from its predecessor in a few ways. There's been a lot of advancements in its reasoning, coding, agentic capabilities. There's been early benchmarks that have suggested that Gemini 3 outperforms other models, whether it's in critical analysis or strategic reasoning. The models also demonstrated impressive coding abilities. And Gemini Agent is also a major new part of this rollout. It's an experimental feature that can complete multi-step tasks like organizing an inbox or managing a schedule. Very practical things, right? And that connects to services like Google Calendar and Gmail.
Gemini 3 seems to be better at understanding nuance and context, which is really notable. And for the first time, the latest Gemini model is being integrated into core Google products like Search on its launch day. Alphabet has said that Gemini 3 has undergone the most comprehensive safety evaluations of any Google AI model. So I think this is very exciting, and I'm very curious to see how the use cases for this expand from here.
John, there has been a steady drumbeat of AI announcements. Is this one meaningful or more meaningful than other ones? Or is this just kind of another step in the right direction towards AI doing more stuff for us?
I don't know how meaningful this update is, but I will say that there are actionable things for investors today. Rachel already touched on some things about Gemini 3, understanding nuance and context better. To me, that feels like the old iPhone update events, where you knew you were getting a better camera. You know that these new models, these new AI models, are going to have better understanding, it's going to be smarter. You come to expect that. But what is something that really stands out as different? I would say, for me, the one thing was Google talking about the agentic AI push. That's not necessarily new, but I think you are going to hear this more and more from the other AI companies as they release their updated stuff, really talking about agentic, where
This is going to start to do more tasks on your behalf as it learns more about you, the user. And I think that that's really important for one big reason is that agentic AI, to do that, it's going to need more memory. I think it's why you're seeing three out of the top five best-performing stocks in the S&P 500 in 2025 are memory stocks. This is a trend that I think has legs to it. They've already sold out basically all of their 2026 inventory for memory, already talking 2027. This has a long tail to it, in my opinion.
John, do you think that Alphabet is going to be able to lean into, you talked about memory. It did seem like one of the things that changed with this model and some of the product announcements that came along with it is it's going to kind of follow you around your Google experience. So if you use Gmail, if you use Search, if you use Google Drive, it's going to kind of get to know you a little bit better, be able to maybe even control those things in certain ways. Is that ultimately from a business model and Google not being disrupted by open AI, is that a step in the right direction if you are an Alphabet investor?
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