Google Stock on Fire, Mostly Because It's Not Nvidia's Dumpster Fire

Google is crushing it in 2026, with its stock price soaring 7.7% and a market cap that's left Nvidia's $4.52 trillion in the dust. The search giant just landed a massive deal with Apple, where its Gemini models and cloud tech will power the next gen of iPhones, because who needs a social life when you can have AI-powered everything? Meanwhile, Nvidia is over here trying to figure out how to make its AI chips do more than just heat up the room. With a strong AI position, cloud growth, and a consumer reach that's basically the entire internet, Google is looking like the tech stock to beat in 2026, and Wall Street is finally starting to notice, with 11 analysts hiking their EPS projections in the past 30 days, because who doesn't love a good bandwagon to jump on? As Bank of America analyst Justin Post put it, "Google's got the AI game on lock, and its cloud growth is about to go from 0 to 100, real quick," which roughly translates to "Google is making all the money, and we're all just along for the ride."