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Apple Google Gemini Partnership 2026: Alphabet Hits $4T Milestone

2 min readSource

Apple officially selects Google's Gemini to power AI in Siri and other products. Alphabet stock hits a record high and enters the $4 trillion market-cap club.

The AI war has a new alliance. Apple just crowned Google's Gemini as its AI engine, sending Alphabet stock to record highs. According to reports from CNBC, the multi-year partnership will integrate Gemini 3 into Siri and other key products, validating Google's lead in the generative AI race.

Apple Google Gemini Partnership 2026: A Validation Moment

Alphabet shares advanced more than 1.5% on Monday, hitting an all-time high of $334 each. The stock briefly joined the $4 trillion market-cap club, surpassing Apple for the first time since 2019. "Gemini is the winner," said Jim Cramer, noting that Apple did a fair look and decided Google is the best. While Apple stock only gained 0.5%, analysts like Wedbush's Dan Ives see this as an incremental positive for both tech giants.

Cramer predicts Gemini 3 as Apple's sole source of AI content
Apple confirms integration; Alphabet stock hits record high

Investor Outlook and Ratings

MetricApple (AAPL)Alphabet (GOOGL)
Price Target$300$350
Rating2 (Hold/Own it)1 (Buy)
Market PositionOdd company out (AI lag)Dominant Hyperscaler

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