Alphabet delivered a 66% return in 2025, outperforming all Magnificent-7 peers and driving S&P 500 gains. I downgrade GOOG from strong buy to buy, citing stretched valuation—forward P/E expanded fro
Apple was facing increasing questions about its plans for artificial intelligence as other big tech companies invested tens of billions in the technology.
Laura Martin, Needham senior analyst, joins 'Power Lunch' to discuss the AI competition taking place, if OpenAI has lost the battle and much more.

Apple bets big on Google's Gemini AI

02:32pm, Monday, 12'th Jan 2026
CNBC's Deirdre Bosa reports on news regarding Apple and Google.

Apple Picks Google Gemini to Power Siri

02:21pm, Monday, 12'th Jan 2026
Apple has chosen Google's Gemini to power its next iteration of Siri, coming later this year, both companies said in a joint statement on Monday.
Google parent company Alphabet's market capitalization reached $4 trillion Monday (Jan. 12), driven by its recent successes in artificial intelligence (AI). The company's shares reached a record $334.
@MarketRebellion's Pete Najarian returns to Trading 360 and offers his bullish takes for 2026. He begins with the upcoming earnings season and big banks, which he expects to show "very, very solid" gr
Alphabet Inc (NASDAQ:GOOG)'s Google confirmed on Monday that it has entered a multi-year agreement with Apple Inc (NASDAQ:AAPL, XETRA:APC) to power the iPhone-maker's artificial intelligence technolog
Tempus AI (TEM) shares rose about 10% on Monday after the company filed preliminary, unaudited results showing roughly $1.27 billion in 2025 revenue.The filing
Apple (AAPL) is partnering with Google (GOOGL) to integrate Google's Gemini models into AI-powered features for Siri later this year, according to a Monday stat
Alphabet became the fourth company to reach a $4 trillion market valuation on Monday, underscoring the scale of investor enthusiasm surrounding artificial intelligence and the dominance of mega-cap te
Alphabet Inc. is downgraded from Strong Buy to Buy after a 19.7% rally compresses near-term upside. GOOGL's AI initiatives, especially Gemini and new retail partnerships, are rapidly translating optio
Apple has tapped Google to power a new artificial intelligence (AI)-centric version of Siri. The two tech giants announced a partnership Monday (Jan. 12), saying the next iteration of Apple's Foundati
It's official. Apple has chosen to work with Google, a longtime partner, to power AI features like Siri.
Insights into Parnassus Value Equity Fund (Trades, Portfolio)'s Strategic Moves in Q4 2025 Parnassus Value Equity Fund (Trades, Portfolio) recently submitted i
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