Alphabet A (GOOGL) Soars 3.53% on NATO Cloud AI Partnership, Earnings Beat, Gemini 3 Lead

Alphabet A (GOOGL) surged 3.53% in pre-market trading on November 24, 2025, driven by optimism around its AI advancements and strategic business developments.

The rally follows Google Cloud's announcement of a multimillion-dollar partnership with NATO to deliver AI-enabled cloud solutions, reinforcing the company's position in enterprise technology. Recent earnings exceeded expectations, with $2.87 per share and $102.35 billion in revenue, while Gemini 3, Alphabet's latest AI model, demonstrated 17% better performance in code generation compared to competitors. Institutional confidence also rose after CIBC raised its price target to $315, reflecting broader analyst optimism.

Waymo's expansion plans for autonomous vehicle testing in three new U.S. cities further diversified Alphabet's long-term growth prospects beyond advertising and cloud. Insider selling activity, including a 29% reduction by John Kent Walker, did not dampen investor enthusiasm, as the stock traded above its 52-week high of $306.42. Analysts highlighted energy-efficient Tensor Processing Unit upgrades as a catalyst for enterprise adoption, aligning with the stock's 59% year-to-date gain.

Backtest strategies suggest capitalizing on Alphabet's AI-driven momentum, particularly in cloud infrastructure and AI model deployments. Positioning ahead of key AI product launches or partnership announcements could align with the stock's recent volatility and analyst price targets. Given the current Moderate Buy consensus and projected AI market expansion, disciplined entry points near key resistance levels may offer strategic opportunities.