US Stock Market Move | AI "Full House" comprehensive upgrade Alphabet Inc. Class CA (GOOGL.US) rose more than 4%

On Thursday, Alphabet Inc. Class C (GOOGL.US) rose by over 4%, to $174.55. On the news front, on May 21st, at the Google 2025 I/O conference, Alphabet Inc. Class C released a large number of new AI-related products. In terms of foundational models, the conference released: Gemini 2.5 Flash new version: millisecond-level reasoning, sparse MoE routing, stronger performance; Gemini 2.5 Pro + Deep Think: "multi-chain self-audit" reasoning mode, deeper thinking; Imagen 4: new image model, 4K quality, 1.2s document generation, zero distortion in text layout; Veo 3 + Flow application: the first video model that supports native dialogue and sound effects synchronization, supports 1080p, 60 frame output. Flow can be used for editing; Stitch: direct conversion of natural language into front-end UI. Guotai Haitong pointed out that Alphabet Inc. Class C has brought a comprehensive upgrade of AI this time. In addition to the upgrade of foundational models, Alphabet Inc. Class C has also revolutionarily integrated AI into its core business of search, demonstrating its high confidence in AI. The 3P 2CAgent strategy once again confirms their view: "Agent has become the consensus of all major manufacturers." Alphabet Inc. Class C's ecological advantages are expected to bring true ultimate personalized intelligent assistants.