Alphabet's stock climbed 1% on Thursday, bucking a wider tech downturn that pushed the Nasdaq 100 down 1.5%. The move followed the company's disclosure of a significant enhancement to its Gemini 3 Deep Think specialized reasoning mode, which Alphabet said is intended to tackle difficult problems in science, research, and engineering.
The company said the refreshed Gemini 3 Deep Think is available now to Google AI Ultra subscribers through the Gemini app. In a first for the product line, Alphabet is also offering access to the system via the Gemini API to a select set of researchers and enterprise customers.
Alphabet provided several benchmark results to illustrate the upgrade's performance. The updated system posted a 48.4% score on the test titled "Humanity’s Last Exam" when operating without external tools, and produced an 84.6% outcome on the ARC-AGI-2 benchmark. The company also reported gold-medal level performance on the International Math Olympiad 2025, and gold-level results on the written sections of both the 2025 International Physics and Chemistry Olympiads.
Beyond benchmarks, Alphabet highlighted early practical use cases. The company described one instance in which Lisa Carbone, a mathematician affiliated with Rutgers University, used Deep Think to review a technical mathematics paper; according to the company, the system detected a subtle logical error that had not been caught during human peer review.
Alphabet emphasized that the updated Deep Think is meant for applied engineering work as well as theoretical investigation. Among the capabilities cited is the tool's ability to convert sketches into models that can be prepared for 3D printing, signaling a use case that bridges conceptual design and physical prototyping.
Context for markets and users
The announcement arrived amid a broader pullback in technology shares, yet Alphabet's stock movement suggests investors viewed the upgrade as incrementally positive. Access limitations - availability to premium subscribers and a selective API rollout - mean the capabilities are not yet broadly accessible to all researchers or businesses.
Promotional offering noted with product claims
The company messaging appeared alongside an offer from a paid subscription product that promoted an AI-driven portfolio service, offering a 50% discount on subscriptions today. That product claims that two out of three global portfolios are currently outperforming their benchmarks year-to-date, with 88% of portfolios showing gains. It further states that a flagship strategy doubled the S&P 500 within an 18-month period, citing individual winners such as Super Micro Computer (+185%) and AppLovin (+157%).