Alphabet (GOOG) and Apple (AAPL) are at the center of AI and consumer tech. Apple signed a multi-year deal with Alphabet to integrate Google’s Gemini AI into its ecosystem. Google’s valuation briefly hit $4 trillion after the partnership. Google is a momentum leader with accelerating growth and heavy AI investment, while Apple is a fast follower with improving trends, strong iPhone cycle, and upcoming smart home push. Google is the pioneer in AI, while Apple benefits from licensing best-in-class intelligence without the risk. The debate is about timeframes – Google for trading momentum, Apple for long-term investment.

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