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Alphabet Joins the Dow as Its AI-Fueled Rally Reaches the Blue-Chip Index

S&P Global added Alphabet on June 29 because of its reputation and growth, a move that is likely to produce smaller forced buying than an S&P 500 inclusion and only modest near-term upside for the stock.

Overview

  • Alphabet was added to the Dow Jones Industrial Average on June 29, replacing Verizon Communications and closing that day at $354 per share.
  • The stock has risen about 300% since January 2023 as Alphabet folded generative AI into search, advertising and cloud products, easing earlier investor concerns about disruption.
  • S&P Global said it adds stocks that have strong reputations, sustained growth and wide investor interest, which guided the decision to include Alphabet.
  • Because the Dow is weighted by share price rather than company size and far fewer funds track the Dow, inclusion usually forces less index-driven buying than joining the S&P 500 or Nasdaq and so tends to produce smaller price bumps.
  • History shows 16 companies added to the Dow over the last 15 years averaged roughly 7% gains in the year after inclusion versus about 20% for the S&P 500, a pattern analysts use to project modest upside for Alphabet to roughly $378 by July 2027 if past trends hold.