16
Thu, Oct

Analyst Says OpenAI is the ‘Next Google’

Analyst Says OpenAI is the ‘Next Google’

Financial News
Analyst Says OpenAI is the ‘Next Google’

We recently published 10 Trending Stocks to Watch As AI Bubble Warnings Heat Up. Alphabet Inc (NASDAQ:GOOG) is one of the trending stocks.

Barton Crockett, Rosenblatt Securities senior analyst and managing director, said in a recent 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.”

Google has an edge over competitors because it’s easier for the billions of users of its search engine to switch to Gemini instead of opting for a completely new model. Google has over 1.5 billion monthly users interacting with its AI-powered Search overviews. OpenAI, Alphabet’s biggest competitor now when it comes to AI search, has less than 5% of its users paying, and its business model is still developing. Google’s first-quarter results showed continued strength in its cloud unit, with revenue up 28% year over year and solid operating income growth. This supports Google’s broader AI strategy and underscores the scale advantages of its cloud business.

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.”

While we acknowledge the potential of GOOG as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.

Content Original Link:

Original Source At Yahoo Finance

" target="_blank">

Original Source At Yahoo Finance

SILVER ADVERTISERS

BRONZE ADVERTISERS

Infomarine banners

Advertise in Maritime Directory

Publishers

Publishers