Apple Inc. (AAPL)
Apple: The Gemini Move May Lead To iPhone Upgrades And A New AI Distribution Model
Apple Inc. is integrating Alphabet's Gemini AI into Siri, aiming for a major AI upgrade in upcoming iPhones. Using 2B active devices (1.5B iPhones) and telemetry showing 52% older than 15 Pro, I peg 750M iPhones as incompatible with Apple Intelligence. This unlocks an upgrade cycle to newer and more expensive models if the upgrade in intelligence from the Gemini partnership if is significant.
Will the Collaboration With Google Push Up Apple Stock in 2026?
AAPL's AI leap with GOOGL's Gemini models aims to fix delays, boost Services, and reignite developer adoption.
These 2 Computer and Technology Stocks Could Beat Earnings: Why They Should Be on Your Radar
Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.
JPMorgan profit takes a hit as it builds $2.2B reserves for Apple card deal
The bank's CEO Jamie Dimon said the US economy remained "resilient" and that "consumers continue to spend, and businesses generally remain healthy."
Why This 5% Drop In Qualcomm Is A Gift For Patient Investors
Qualcomm Incorporated trades at a discounted 14x forward P/E, reflecting over-penalized Apple headwinds despite robust diversification and execution. QCOM's Android handset revenues grew 10% YoY, and automotive QCT revenues surged 36% to nearly $4B in fiscal 2025, highlighting successful expansion. Management assumes Apple revenue goes to zero by 2027 and is aggressively shifting to autos, data centers, and AI inference with tangible wins.
JPMorgan Profit Falls on Investment-Banking Miss, Apple Card Charge
Chief Executive Jamie Dimon said the economy remains resilient and doesn't appear to be worsening.
Behind the Unraveling of Apple's Credit-Card Partnership With Goldman Sachs
After more than two years of negotiations, one of the biggest credit-card deals of all time will see Goldman replaced by JPMorgan on the Apple credit card.
Apple Investors Are Still Waiting for an AI Siri. A New Deal With Google Could Help It Deliver
Could a new deal with Google help Apple sell investors on its AI Vision?
Apple & Google: A New AI Superteam?
Apple and Google have entered into a multi-year collaboration under which the next generation of Apple Foundation Models will be based on Google's Gemini models and cloud technology.
Apple taps Google AI to power Siri in multi-year deal
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 technology, including its Siri voice assistant. “After careful evaluation, Apple determined that Google's AI technology provides the most capable foundation for Apple Foundation Models and is excited about the innovative new experiences it will unlock for Apple users,” Google said in a post on X, the social media platform formerly known as Twitter.
Apple Turns to Google's Gemini to Power AI in Siri
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 Foundational Models will be based on Google's Gemini models and cloud tech.
Could Apple's Gemini deal be the catalyst the stock needs?
The iPhone maker reportedly sealed a long-rumored partnership with Google Gemini, sparking hope that Apple is taking AI more seriously.
