Apple

AAPL

Market cap $3.84T

Dan Ives believes we're still in stage three of ten when it comes to the AI revolution. He talks about why Apple (AAPL) will "continue to bet on Google" to power its AI as Alphabet (GOOGL) hits all-time highs and a $4 trillion market cap.

Apple chooses Google AI in a multiyear deal that highlights the cost advantage of Google's tensor processing unit chips and Apple's need to improve AI offerings. Dan Ives, managing director and senior equity analyst at Wedbush, discusses the deal with Caroline Hyde and Ed Ludlow on "Bloomberg Tech.

In the middle of January 2026, the two largest forces in mobile computing effectively called a truce in the war for artificial intelligence (AI) dominance. After months of speculation and market volatility, Apple Inc. NASDAQ: AAPL and Alphabet Inc. NASDAQ: GOOG formalized a strategic partnership to integrate Google's Gemini models into the Apple ecosystem.

Alphabet (GOOGL) still has room to run, says Ali Mogharabi. When it comes to its new partnership with Apple (AAPL), Ali expects Alphabet will hold a treasure chest of data which its Gemini AI models can largely benefit from.

Apple (AAPL) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

The S&P 500 has been so incredibly resilient in 2026. It's been less than two weeks since we rang in the new year, but the broad market has already been rocked with a number of macro events, which I would have thought would pave the way for greater volatility and perhaps downside to kick off 2026.

Apple's services business saw a record fiscal 2025 with double-digit growth. Management said it expects services growth in fiscal Q1 to resemble fiscal 2025.

Shares of Nvidia ( NASDAQ: NVDA ) are also on the move after Wolfe reiterated an outperform rating on the stock.

JPMorgan Chase's fourth-quarter 2025 earnings results, released before the market opened Tuesday (Jan. 13), reflect a bank preparing to spend more through 2026, with technology, artificial intelligence and payments infrastructure absorbing a growing share of investment.

The S&P 500 Information Technology Index is down -1.75% year to date and -2.53% over the past month, signaling a sketchy outlook for tech stocks in 2026, though not for all big sector names. As usual, artificial intelligence, especially in the software realm, is using up most of the tech industry's oxygen.