OpenAI and Gemini Market Share Competition Intensifies, Potential Stock Market Correction in 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 18 2026
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Source: NASDAQ.COM
- Market Share Shift: According to Similarweb, Gemini's market share surged from 5% to 18% in 2025, while ChatGPT's share fell from 87% to 68%, potentially undermining investor confidence in OpenAI.
- Stock Market Correction Prediction: Historical data indicates that stock markets typically experience a correction of at least 10% every 1-2 years, and given the last correction in early 2025, another could be expected in the second half of 2026, prompting investor caution.
- Electricity Bottleneck Issue: The demand for electricity from AI infrastructure is growing faster than supply, leading to rising electricity prices, with the Trump administration intervening to ensure Microsoft does not pass these costs onto consumers, which could impact the AI sector's growth.
- Investment Opportunities: Amid the electricity bottleneck, companies like Itron and Tesla may benefit from optimizing existing grid capabilities to meet increasing demand, presenting potential investment opportunities in the energy sector.
Analyst Views on GOOG
Wall Street analysts forecast GOOG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for GOOG is 336.08 USD with a low forecast of 255.00 USD and a high forecast of 400.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
15 Analyst Rating
14 Buy
1 Hold
0 Sell
Strong Buy
Current: 333.590
Low
255.00
Averages
336.08
High
400.00
Current: 333.590
Low
255.00
Averages
336.08
High
400.00
About GOOG
Alphabet Inc. is a holding company. The Company's segments include Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment includes infrastructure and platform services, collaboration tools, and other services for enterprise customers. Its Other Bets segment is engaged in the sale of healthcare-related services and Internet services. Its Google Cloud provides enterprise-ready cloud services, including Google Cloud Platform and Google Workspace. Google Cloud Platform provides access to solutions such as artificial intelligence (AI) offerings, including its AI infrastructure, Vertex AI platform, and Gemini for Google Cloud; cybersecurity, and data and analytics. Google Workspace includes cloud-based communication and collaboration tools for enterprises, such as Calendar, Gmail, Docs, Drive, and Meet.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.








