Who's top dog among the Mag 7 this year? Google?

By Chart R

Hi! Pole imposition: Devoted F1 fans who didn’t score tickets to the Vegas Grand Prix were riding a pair of escalators over the weekend in an effort to catch a glimpse of the high-octane action without getting fined. Today we’re exploring:

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Google has smoked the rest of its Big Tech peers this year

Sundar Pichai, the most senior Googler of them all, has a lot to be happy about on the work front right now.

Just six months ago, Google was criticized by some investors for being a little lost. Its ultimate cash cow, Google Search, seemed threatened by ChatGPT. Many of the company's nascent bets were still far from making a positive impact on its bottom line, and the US government was still toying with the idea of breaking up the Search-Ads-Maps-Gmail-Chrome-YouTube machine.

But a lot has gone right in the period since. Most notably, the company has stormed ahead in the AI race, with a warm reception to its latest model, Gemini 3 — which even spooked OpenAI’s Sam Altman — sending the stock to record highs at the end of last week, as investors anticipate direct usage of the Gemini chatbot and an even stronger AI-boosted moat around the rest of Google’s vast suite of software products.

That release, combined with the landmark news in September that the nuclear antitrust option — breaking the company up — was essentially off the table, has been the catalyst for a stellar run in Alphabet shares, which is now the best-performing BATMMAAN stock in 2025.

Google has notched other wins, too. The company just released a new TPU chip that’s 30x more power efficient than its 2018 version, helping it keep up with its exploding AI compute needs at a time when Nvidia’s chips are hard to come by. Meanwhile, its self-driving arm, Waymo, has rapidly expanded to include freeways and new cities (with a 2,500-car fleet in service that outnumbers Tesla’s robotaxis), its search business is notching record revenues, its cloud division is signing deal after deal — most recently with NATO this morning — and YouTube remains the biggest thing on TV.

As one user on social media put it, maybe the next Google... is Google.