Alphabet’s deal with Apple sends investor optimism into a frenzy. As shares spike, Google’s parent reaches a $4 trillion valuation.
2026 marks a new dawn for investors, tech enthusiasts, and Wall Street alike.
The fears of the AI bubble exploding have quietened down for now. Because there is another fish to fry- better and more sophisticated avenues of investment in AI.
And that’s precisely what investors are zeroing in on.
What makes us say that?
Well, the Apple and Alphabet AI deal that just drastically shifted investor sentiments.
It sent Google’s parent company’s valuation leaping to new heights. Alphabet’s share price surged. And now, it has hit a new financial milestone- one that uncovers the gradually slipping faith that the market continues to hold in AI.
Alphabet’s market valuation now sits at $4 trillion. The current second-most valuable company across the globe, and the fourth to hit these numbers since NVIDIA, Microsoft, and Apple.
The milestone unravels a new string of hope in AI that seemed to be dwindling since late 2025. But the tech powerhouses remain adamant.
Even Apple seems excited about integrating AI into its iPhone models.
This is basically what the entire deal boils down to. Apple chose Google’s Gemini to power its digital assistant, popularly known as Siri. As Siri comes installed in every model, so will Gemini once the deal materializes.
The details are still being worked upon. And the deal’s valuation is also being kept under wraps.
According to an Apple spokesperson, it was the most capable AI model that could truly empower Apple’s foundations. This reinstates the shape of AI’s future. One that had been weakened after underwhelming launches from ChatGPT, whose GPT-5 was deemed quite a fluke.
But Google has put its foot down. It has had a good run with some of its high-profile AI launches last year- from NanoBanana to the latest version of Gemini. These have played a crucial role in Alphabet’s surge ahead of its rival, OpenAI. At least, that’s the story around town.
For the tech investors, it’s a ray of hope. But that’s merely one side of the coin.
The users speculate otherwise. It sounds like all smoke and mirrors. Because, as AI-led growth seems to stall, the AI forerunners want to find a workaround.
As they keep on passing money to and from each other, the real question is- is any of it of much value?
