Ge Long Hui A P P·2026-01-07 22:46Core Viewpoint - Google's market capitalization has surpassed Apple's for the first time since 2019, highlighting a divergence in their artificial intelligence strategies [1] Group 1: Market Capitalization - As of the latest close, Google's market cap stands at $3.88 trillion, while Apple's is at $3.84 trillion [1] Group 2: AI Strategy - Google concluded 2025 as one of Wall Street's best-performing tech stocks, launching its seventh-generation Tensor processor, Ironwood, which is expected to compete with NVIDIA's products [1] - Google's Gemini 3, launched in December, received unanimous acclaim from the industry [1] - In contrast, Apple has been largely absent from the AI competition since the launch of ChatGPT by OpenAI in late 2022, with plans to release a new generation of its Siri AI assistant delayed [1] Group 3: Analyst Ratings - Wall Street investment bank Raymond James downgraded Apple's rating, indicating that the company will struggle to achieve growth by 2026 [1]