Apple in talks with Google to use generative AI in iPhones- Bloomberg
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8 thoughts on Gemini talks between Apple and Google
March 19, 2024 5:00 PM EDTAnalysts at Bernstein provided their thoughts on the reported talks between Apple (NASDAQ: AAPL) and Alphabet (NASDAQ: GOOGL) regarding the licensing of Google Gemini to power new artificial intelligence software features for the iPhone.
The firm is not surprised Apple is looking to potentially partner with Google on AI capabilities. "Going it alone or with another partner would risk a highly profitable and proven revenue stream with Google today," said the firm, which feels that although Apple... More
META vs. GOOGL stock: Analyst explains which one you should own
March 18, 2024 9:41 AM EDTWells Fargo analysts assessed the digital advertising sector in a note to clients Monday, providing their thoughts on whether Meta Platforms (NASDAQ: META) or Alphabet (NASDAQ: GOOGL) owned Google's stock is preferred.
The firm noted a divergence in digital ad market share, with Meta regaining lost share and Google search losing share to retail media.
"[We] expect Meta mkt share recovery in '24... More
