Yahoo Finance·2026-01-15 21:31Core Insights - Apple Inc. has shifted from OpenAI's ChatGPT to Google's Gemini for its Siri platform, which is expected to enhance Siri's chances of success [1][2][3] - Gene Munster of Deepwater Asset Management praised Apple CEO Tim Cook for addressing Siri's historical shortcomings and leveraging them for future growth [2][3] - The partnership with Google Gemini is seen as a strategic move to improve Apple Intelligence, indicating a more serious commitment to AI development [2][3] Leadership Changes - John Giannandrea, who led Apple's AI initiatives since 2018, will transition to an advisory role before retiring in 2026 [4] - Amar Subramanya, a former AI executive at Microsoft and Google, will succeed Giannandrea and has experience with the Gemini Assistant [5] Market Implications - Analysts, including Dan Ives from Wedbush, view the Gemini partnership as a significant catalyst for Apple's AI strategy, with potential for it to become Apple's exclusive AI partner [6] - Alphabet has surpassed Apple in market capitalization for the first time since 2019, with Alphabet valued at approximately $4.06 trillion and Apple at around $3.84 trillion [6]