Apples and talks with Google to put Google's generative AI Gemini system into its iPhones

that is sending shares of both stocks higher today.

Dear D'Reosa has some details for us and certainly I'm sure some context as she always does in her

tech check. Good morning David so this is really an AI plot twist validation

for Google and more doubts around Apple's strategy.

Their stock movements over the last month, they really do tell this story.

Alphabet shares, they fell on that botched rollout of Gemini and late Feb.

They've continued to lag broader markets.

Microsoft, despite some concerns around Co-Pilot, late Feb, they've continued to lag broader markets.

Microsoft, despite some concerns around co-pilot, it's continued to be seen as the lead.

But look at that tick up on that blue line, which is Google today.

That's today's report, a shakeup. Google Leapfrog Microsoft with that. Google a strong rebuke to the Bears who worried that Google's

Gemini was falling short of competition

and that it would have trouble monetizing its AI.

That current distribution deal with Apple

that we talk about often.

That has to help cement Google's

dominance in search another AI deal that could give Google a boost in the

early innings here. Now going back to that chart Apple you'll see is the yellow line remains at the bottom because it's

still seen as last among mega caps in this AI race.

And this report doesn't help that perception.

Apple, of course, it's rarely the first mover preferring to perfect a product

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