Apple: Trapped Between Google & A Hard AI Phase (NASDAQ:AAPL)
AppleApple(US:AAPL) Seeking Alpha·2026-01-13 12:43

Core Insights - Apple Inc. has announced an update to Siri, integrating Google Gemini as its new AI engine [1] Group 1: Company Developments - The update to Siri is a significant move for Apple, indicating a shift towards enhanced AI capabilities [1] - Google Gemini has been selected by Apple to power this update, showcasing a collaboration between the two tech giants [1] Group 2: Analyst Background - Uttam, a growth-oriented investment analyst, focuses on technology sectors including semiconductors, AI, and cloud software [1] - His research also encompasses MedTech, Defense Tech, and Renewable Energy, indicating a broad analytical scope [1] - Uttam has prior experience in Silicon Valley, having led teams at major technology firms like Apple and Google [1]