Waymo’s $100B+ Funding Discussions, Gemini Growth Plans, and New Analyst Projections (Dec. 17, 2025)

On December 17, 2025, Alphabet Inc.’s Class C shares (NASDAQ: GOOG) declined roughly 1.8% to around $302, reflecting a volatile trading day. Despite this dip, Alphabet remains a leading player in the AI space, focusing on enhancing its ad revenue, Search efficiency, and Cloud capabilities while monetizing its Gemini AI model. Significant news includes Waymo’s potential $100 billion+ funding round, which investors view as a high-profile “Other Bet” with revenue-generating potential. Additionally, Google launched an experimental AI agent named “CC,” aimed at personalizing users’ daily routines by integrating with Gmail and Calendar. Analysts remain optimistic, with varying price targets; TD Cowen raised theirs to $350 based on AI and Cloud momentum. Nonetheless, regulatory challenges, infrastructure costs, and escalating competition from rivals like Amazon and OpenAI pose risks for Alphabet. Moving forward, investors should watch Waymo’s funding developments and Gemini’s product rollout.

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