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Team Veye   January 08, 2026

Alphabet, NVIDIA Corporation Stay Defiant While Market Slips

Team Veye   January 08, 2026
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The S&P 500 dipped on Wednesday whereas NVIDIA and Alphabet stood out with gains driven by their industry leading positions in Artificial Intelligence.

Alphabet Inc. (NASDAQ: GOOGL)

has maintained its position as one of the most influential global technology companies due to its strength across core advertising business, cloud computing and now in artificial intelligence as well.

The company has made large scale investments in data centres and advanced machine learning models which are now embedded across Google Search, YouTube and Google Cloud.

Google Cloud has become a critical pillar for Alphabet supported by an impressive revenue backlog of US$157.7 billion as of September 2025.

Alphabet reported revenue of US$102.3 billion for the September 2025 quarter compared to US$88.3 billion in the same period last year while net income increased to almost US$35 billion.

Alphabet is well positioned to benefit from massive digital advertising demand, enterprise cloud adoption and the rapid commercialisation of AI across both consumer and business products.

NVIDIA Corporation (NASDAQ: NVDA)

on 5 January 2026 unveiled its new open-source autonomous driving AI platform called Alpamayo which is designed to help vehicles reason more like humans and support faster deployment of Level-4 self-driving systems.

The company delivered outstanding performance in October quarterly as revenue climbed to US$57 billion compared to US$35.1 billion in the same quarter last year.

The Compute and Networking segment generated US$50.9 billion in revenue and Net income reached US$31.9 billion which highlights NVIDIA’s strong margin profile and pricing power across its product portfolio.
During the first nine months of 2025, the company repurchased US$36.7 billion worth of shares and the board also approved an additional US$60 billion for future share buybacks.

NVIDIA is also expanding its cloud-based AI offerings through DGX Cloud which allows enterprises to train large AI models without building their own infrastructure.

(Source: Company Reports)

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