Alphabet C (GOOG) Rockets 3.9% on AI Innovations, Record $102.3B Q3 Revenue

Alphabet C (GOOG) surged 3.8974% in pre-market trading on November 11, 2025, driven by optimism surrounding its AI advancements and Q3 revenue performance. The stock’s rally reflects investor confidence in Google’s strategic positioning in the AI race and its expanding cloud infrastructure.

Google’s recent launch of the seventh-generation Tensor Processing Unit (TPU), codenamed Ironwood, underscores its commitment to custom silicon development. The chip claims over fourfold performance improvements over its predecessor, addressing critical efficiency gaps in AI workloads. This innovation, combined with Google’s decade-long TPU deployment, positions it as a formidable competitor to rivals like Nvidia and cloud peers. Additionally, Alphabet reported a record $102.3 billion in Q3 revenue, fueled by 16% year-over-year growth across AI-driven segments. Google Cloud’s 34% revenue increase to $15.2 billion and a 46% sequential backlog surge highlight robust enterprise AI demand.

Strategic partnerships and product momentum further bolster the stock’s outlook. Alphabet’s expansion of its Anthropic collaboration, expected to add gigawatts of AI compute capacity in 2026, signals long-term infrastructure bets. Meanwhile, AI Mode’s 75 million daily active users and Gemini’s 650 million monthly users demonstrate consumer adoption of AI tools, reinforcing revenue diversification beyond search advertising.

Backtesting a strategy based on Alphabet’s AI milestones and cloud growth metrics could yield actionable insights. A hypothetical approach using 50-day/200-day moving average crossovers, combined with positive earnings surprises and AI-related product launches, might have captured recent momentum. Holding periods of three months with a 15% target return align with the stock’s forward P/E of 26.3x and analyst price targets near $314.