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Google Surpasses Microsoft in Valuation Amid Aggressive AI Product Rollouts
Google moved ahead of Microsoft in market cap as new AI launches strengthened investor confidence and shifted competitive sentiment in US tech.
Google overtook Microsoft in market capitalization following a surge driven by new AI product introductions, including its Gemini 3 model and Nano Banana image generator. Analysts said Google’s momentum reflects strong investor confidence in its AI roadmap and cloud performance. Microsoft faced slower sentiment as market participants reassessed competitive positioning across enterprise AI workloads.