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Apple is currently the third-most valuable company in the world with a market capitalization of $2.9 trillion. I think Amazon (AMZN 2.38%) and Alphabet (GOOGL 2.59%) (GOOG 2.54%) can top that figure before the end of 2026.

Each quarter, investment firms that manage over $100 million are required to file a form 13F with the Securities and Exchange Commission. Essentially, a 13F breaks down which stocks institutional money managers bought and sold during the last quarter -- thus providing some clues as to what the "smart money" on Wall Street is thinking.

Alphabet remains fundamentally undervalued, with intrinsic value estimated at $193 per share versus current market price, supporting a BUY rating on valuation grounds. Digital advertising growth is moderating, but GOOG maintains strong margins and market leadership; the Cloud division is gaining ground with improving profitability. Key risks include AI-driven competition impacting Search, regulatory scrutiny, and insider selling, which tempers near-term enthusiasm despite long-term potential.

The state's governor signed a new law that will give parents more control over the apps that minors download, part of a raft of new legislation.

Google continues to face doubts over its moat as new AI search platforms gain popularity. However, Google's moat is based more on the sales and operations infrastructure with offices in over 50 countries compared to its search algorithm. The holy grail of AI search is monetization, and Google has a longer expertise compared to newer AI search platforms.

Google's dominance in Search, Cloud, and YouTube, combined with strong Q1 earnings, underpins my bullish thesis for Alphabet's long-term AI leadership. Gemini's rapid integration across Google products, superior context window, and DeepMind synergy position Alphabet to outpace rivals like OpenAI and Perplexity. Distribution, capital strength, and founder involvement (Sergey Brin) give Alphabet a durable edge, even as new AI-first competitors emerge.

Jim Lebenthal, Chief Equity Strategist at Cerity Partners, joins CNBC's "Halftime Report" to explain why he's buying more Alphabet here.

Jessica Inskip talks all about Big Tech on today's Big 3. On Alphabet (GOOGL), she makes the case that a new transformative tech offers a new avenue for its outlook.

Alphabet is undervalued, with excessive pessimism about search and too little optimism about its AI leadership and innovation pipeline. Google's AI capabilities, especially with DeepMind and Gemini, have surpassed OpenAI in several benchmarks, leveraging unmatched data assets and integration into its ecosystem. Search revenues may peak within the next years, but structural tailwinds and a growing global middle class will keep it a cash cow for at least a decade.

Elon Musk has promised robotaxis every year since 2016 – and now, the latest vow is that Tesla Inc TSLA will launch a fleet in Austin, Texas, by June. But while Tesla talks a big game, it is Alphabet Inc's GOOGL GOOG Waymo and Baidu Inc's BIDU Apollo Go that are clocking miles and making money (or at least, showing a clear path to it).