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JPMorgan keeps an Overweight rating on Alphabet $GOOG $GOOGL after the company announced its new frontier model, Gemini 4 Argon. The model shows frontier performance in complex workflows, cyber defense, and software engineering, the analyst tells investors in a research note. JPMorgan points out that according to DeepMind-provided benchmarks, Argon ranks favorably compared to GPT-6 Astra, Claude Fable 5.1, and Claude Opus 5.5 across a wide range of use cases and workflows. The firm finds it critical for Google to "re-establish itself at the frontier and as an AI leader for both the industry and investors."
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