Gemini success to drive Alphabet shares to $400, cause OpenAI to cut capex, says Pivotal
- Posted on December 7, 2025
- By CNBC
- 7 Views
Gemini success to drive Alphabet shares to $400, cause OpenAI to cut capex, says Pivotal

Analyst Jeffrey Wlodarczak cited continued momentum in Google's core business lines and said the company appears to be "winning everywhere" across the AI stack.