Overview
- Jim Cramer praised Alphabet’s progress with Gemini 3 and said the critical question for mega-cap tech is AI leadership rather than ad market resilience.
- He contrasted Alphabet with Meta, arguing Wall Street remains unconvinced about Meta’s AI bets, which he linked to roughly 13% gains this year.
- Cramer described Waymo as the autonomous-driving leader but noted a San Francisco power outage over the weekend as a meaningful setback.
- Separate investor coverage reported 650 million monthly users for Google’s Gemini in Q3 2025, up from 450 million in July, with Alphabet’s first-party models processing about 7 billion tokens per minute.
- Additional cited metrics included AI Overviews topping 2 billion monthly users and Gemini’s market share rising from 5.4% to 18.2% over the last year.