Alphabet’s latest artificial intelligence model, Gemini 3, has turned into a lightning rod for Wall Street optimism, and Jim Cramer is leading the charge. He has gone so far as to call the launch a “home run” for the stock, framing Gemini 3 not as a science project but as a direct catalyst for Alphabet’s market value. With Alphabet Inc, traded as NASDAQ ticker GOOGL, already sitting inside the Magnificent Seven, Cramer’s enthusiasm signals that he sees this AI push as a fresh leg higher rather than the end of a rally.
His bullishness is not built on hype alone. Cramer has tied Gemini 3 to concrete shifts in competitive dynamics, from search and cloud to consumer devices, and he has repeatedly argued that Alphabet’s AI strategy is starting to separate it from rivals. For investors trying to decide whether the stock’s recent strength can last, his comments offer a clear thesis: Gemini 3 is not just a product upgrade, it is the engine he expects to keep Alphabet climbing in 2026.
Why Cramer calls Gemini 3 a “home run”
When Jim Cramer describes a technology launch as a “home run,” he is signaling that he sees both execution and timing lining up in favor of shareholders. In the case of Alphabet’s Gemini 3, he has explicitly framed the model as a decisive win for the company’s AI ambitions, highlighting how the new system strengthens Alphabet’s position in core businesses like search and cloud. His characterization of Alphabet’s Gemini 3 as a home run underscores that he views the rollout as a material driver of earnings power rather than a speculative bet on future technology.
Cramer has also emphasized that the Gemini 3 improvement was not incremental in his eyes, but a meaningful step change for Alphabet’s competitive edge. He has noted that The Gemini 3 Improvement Was Very Good News for Google, framing it as a sign that Alphabet can keep pace with, and potentially outflank, other AI leaders. By stressing that this improvement represents a real change in the AI space, he is effectively arguing that Gemini 3 is strong enough to influence how capital flows across the broader technology sector, not just within Alphabet’s own stock.
Gemini 3 and the OpenAI rivalry
Underneath Cramer’s praise is a sharper message about the balance of power in generative AI. He has argued that Google’s Gemini platform puts OpenAI on shakier ground, suggesting that the new model could erode the perception that OpenAI is the default leader in the field. In his view, Cramer sees Google Gemini as a direct challenge to OpenAI’s dominance, with big market implications for how investors value AI-heavy companies across the board.
He has gone further, predicting that it is Only a Matter Of Time Before OpenAI Admits Falling behind Google Gemini 3, a pointed claim that underscores how confident he is in Alphabet’s trajectory. By tying that view to reports that Sam Altman has reportedly hit “Code Red,” Cramer is effectively arguing that the competitive pressure from Gemini 3 is already being felt inside OpenAI. His stance, captured in the phrase Jim Cramer Says Only a Matter Of Time Before Admits Falling, positions Alphabet as the aggressor in a race that many investors once assumed OpenAI would control.
Alphabet’s AI ecosystem: beyond search
Cramer has been careful to remind viewers that Gemini 3 is only one piece of a much larger Alphabet story. He has pointed out that while search and AI are central, Alphabet’s portfolio stretches far beyond a single product cycle. In his words, “Look, that’s just search and AI. Alphabet’s got a lot more going for it,” a line that captures how he sees Gemini 3 as an accelerant layered on top of existing strengths like YouTube and cloud services. His broader view of Look Alphabet is that the company’s diversified revenue base gives it more room to invest aggressively in AI without jeopardizing financial stability.
That diversification is one reason he has grouped Alphabet Inc with the Magnificent Seven, the elite cluster of mega-cap technology names he tracks closely. In his recent review of those stocks, he singled out Alphabet Inc, identified by the NASDAQ symbol GOOGL, as a name he had previously trimmed only to spend the rest of the year regretting that move. By highlighting Alphabet Inc NASDAQ GOOGL within the Magnificent Seven, he is effectively telling investors that Gemini 3 is arriving on top of an already powerful platform, not trying to rescue a weak business.
The Apple partnership and consumer reach
One of the most striking developments around Gemini 3 is Alphabet’s deepening relationship with Apple. Cramer has flagged the possibility that Alphabet’s AI could power more of Apple’s ecosystem, and that is now taking shape in a partnership to build an AI-powered Siri. Reports that Apple and Alphabet Are Teaming Up for an AI-Powered Siri give concrete form to his earlier speculation that “Who knows, maybe they’re going to pay Apple and do it for that, too.” That line, captured in his comment that Who knows, maybe they are going to pay Apple and do it for that, too, shows how he connects Gemini 3’s capabilities to real revenue opportunities in consumer hardware.
The official confirmation that Apple and Alphabet are teaming up for an AI-powered Siri suggests that Gemini-class models could soon sit behind everyday interactions on hundreds of millions of iPhones. For Alphabet, that kind of distribution would extend Gemini 3 far beyond Google’s own apps and devices, embedding its technology inside a rival’s flagship product. The partnership, described in detail as Apple and Alphabet teaming up for AI, reinforces Cramer’s view that Gemini 3 is not just a lab demo but a platform that other giants are willing to bet on.
Why Cramer thinks Alphabet “keeps climbing” in 2026
Cramer’s bullish call on Gemini 3 feeds directly into his outlook for Alphabet’s stock in 2026. He has said plainly that he bets it keeps climbing, tying that conviction to the company’s AI momentum and its ability to surprise skeptics. He has pointed to the way Alphabet surged higher in November as the rest of the AI complex started to roll over, arguing that the release of Gemini was the key driver. In his words, “Finally, in November, as the rest of the AI complex started to roll over, Alphabet surged higher because that’s when they released” the new model, a sequence he uses to justify his view that Finally Alphabet can keep climbing in 2026.
His confidence is also visible in how he talks about the stock’s day-to-day performance. Recent trading data show GOOG up 1.09%, a move that has been cited alongside commentary that Insider Monkey is bullish and that Jim Cramer calls Alphabet’s Gemini 3 a home run. That snapshot, which notes Insider Monkey, Jim Cramer, Alphabet, Gemini, GOOG and Cryptopolitan, illustrates how closely the stock’s moves are now tied to perceptions of its AI leadership. For Cramer, those numbers are early evidence that the market is starting to price in the earnings power he believes Gemini 3 can unlock.
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