10 Trending Stocks to Watch As AI Bubble Warnings Heat Up

2. Alphabet Inc (NASDAQ:GOOG)

Number of Hedge Fund Investors: 178

Barton Crockett, Rosenblatt Securities senior analyst and managing director, said in a latest program on CNBC that OpenAI is the “next Google.”

“We’re investing in Open AI in a company that you have nobody ever heard of three years ago. Nobody heard of three years ago. And now you have to believe that these guys are the next Google, you know, as rich and as wealthy and as much money as Google makes from search or bigger maybe or bigger even that this assumes that market and many others around it and is absolutely transformative and the thing about money is that it can make things happen particularly in this area. So it’s hard to really stand against this tide, right? I mean, you have to run with it until you get some reason to think it’s not going to happen. And certainly this year, next year, a lot’s going to happen.”

Middle Coast Investing stated the following regarding Alphabet Inc. (NASDAQ:GOOG) in its third quarter 2025 investor letter:

“We invested in Alphabet Inc. (NASDAQ:GOOG) earlier this year when the market viewed it as an AI loser, which seemed unlikely to me. Gemini has only grown in prominence since then. The other part of this thesis was that a government break up of Alphabet would be good for shareholders. The market disagrees; but after the recent anti-trust ruling did not force Google to sell its Chrome unit, the stock has gone up. Waymo, Alphabet’s autonomous driving unit, is also an AI-powered company that is deploying fleets in more and more cities. Not GenAI, exactly, but in the ballpark.”