We just covered the
10 Best Stocks to Buy According to Billionaire Ken Griffin. Alphabet (NASDAQ:GOOGL) ranks #9 (see the 5 Best Stocks to Buy According to Ken Griffin).
Ken Griffin’s Stake Value: $913,187,829
Alphabet (NASDAQ:GOOGL) shares are down about 7% so far this year and some believe now is the right time to pile into the stock to benefit from its long-term growth catalysts. In the recently reported quarter, Alphabet (NASDAQ:GOOGL) revenue rose 18% rose year over year, while search grew 17% despite AI-related threats. Google Cloud was up 48% YoY, and had a backlog of $240 billion, signaling strong enterprise demand for AI infrastructure.
But let’s not ignore the elephant in the room. How can Alphabet (NASDAQ:GOOGL) save its search and ads business in the long term from AI-related cannibalization effects? The Gemini AI ecosystem is the answer. Gemini reached more than 750 million monthly active users and Alphabet’s (NASDAQ:GOOGL) AI models now process over 10 billion tokens per minute via API usage. Google is testing ads inside AI-generated answers and placing sponsored results below AI responses. It’s using AI to better match commercial intent, with early data showing engagement rates similar to traditional search ads. AI queries are typically 3× longer and more detailed, allowing Google to understand user intent more precisely and serve higher-quality, higher-priced ads, especially for shopping, travel, finance, and local services where monetization remains strongest. GOOG ranks ninth in our list of the best stocks to buy now, according to billionaire Ken Griffin.
Montaka Global Investments talked about how Alphabet can benefit from the rise of AI models. Click here to read the full text of the letter.
While we acknowledge the potential of GOOGL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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