CNBC·2026-01-08 07:30Group 1 - Alphabet's market capitalization reached $3.89 trillion, surpassing Apple's $3.85 trillion for the first time since 2019 [1][2] - The shift in valuation indicates Apple's struggles in the artificial intelligence sector, particularly with delays in the launch of its AI voice assistant, Siri [2] - Alphabet's rapid deployment of new AI models has resulted in increased user engagement and positive investor sentiment, making it the top-performing stock among Big Tech last year [2] Group 2 - Tesla and Nvidia are in competition regarding advancements in AI for self-driving vehicles, with Nvidia announcing a new AI reasoning model called Alpamayo [3] - Elon Musk acknowledges the competitive pressure from Nvidia but believes it will take several years for it to pose a significant challenge to Tesla [3] - Historical context shows Musk has previously underestimated competitors, as seen when he dismissed BYD's products before they became the largest seller of electric vehicles [3]