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A year ago, the market thought OpenAI was a threat to Alphabet (GOOG +1.53%) (GOOGL +1.77%) in artificial intelligence. But this week, we learned the company is giving up on AI video, ceding the space to Alphabet. This is not only a boon for the tech giant, but it could also help the company continue growing key products like YouTube and Google Cloud, which are huge growth engines. I cover the latest implications in this video.

*Stock prices used were end-of-day prices of March 26, 2026. The video was published on March 26, 2026.

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About the Author

Travis Hoium
Travis Hoium is a contributing Motley Fool stock market analyst covering solar energy, technology, and growth stocks. Before The Motley Fool, Travis was a mechanical engineer at 3M and founded a virtual reality company. He holds a bachelor’s degree in mechanical engineering and a master’s degree in business administration from the University of Minnesota.
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Travis Hoium has positions in Alphabet and Walt Disney. The Motley Fool has positions in and recommends Alphabet and Walt Disney. The Motley Fool has a disclosure policy. Travis Hoium is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.

Stocks Mentioned

Alphabet Stock Quote
Alphabet
NASDAQ: GOOGL
$338.50
(+1.77%)+$5.90
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Alphabet Stock Quote
Alphabet
NASDAQ: GOOG
$335.45
(+1.53%)+$5.06
Walt Disney Stock Quote
Walt Disney
NYSE: DIS
$106.55
(+0.69%)+$0.73

*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.

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