Apple & Google Walk Into a Bar… And AI Gets Weird

Excited Google CEO and Apple CEO with a Stomachache

If this were a buddy-cop movie, you’d call it “Siri & Gemini: Odd Couple.”

After years of playing hard to get with generative AI, Apple just invited Google’s Gemini models to basically power the next incarnation of Siri.

Yes, the same Siri that’s been stuck in buffering limbo since forever.

In a joint statement, Apple and Google confirmed a multi-year deal that’ll see Google’s Gemini family become the foundation for Apple Intelligence and Siri’s AI brain later in 2026.

What Actually Happened

  • Apple finally admits that Siri needed more than occasional ChatGPT trickle-feed upgrades and taps Google’s Gemini AI as the primary engine for the next big version, hitting later this year.

  • Siri’s long-promised AI renaissance slides from vaporware to something that might actually talk like a human and understand context.

  • Apple says privacy stays Iron-Man-suit strong, with key processes still happening on your device or its private cloud.

How the Market Reacted

It was one of those buy-the-rumor, price-the-deal days:

  • Alphabet briefly snagged a ~$4 trillion valuation, leapfrogging Apple as the second-most valuable tech behemoth.

  • Wall Street analysts suddenly sounded pretty rosy on Google’s AI strategy.

  • Other software stocks such as Salesforce, Snowflake, and ServiceNow looked less sexy as investors hyped the platform owners.

But remember, hype can be an echo chamber until someone actually delivers something substantial.

Let that sink in

This is less Apple proving AI mastery and more like Apple renting the Ferrari because its own engine sputtered.

You don’t need to hate Apple to notice that.

The iPhone maker that once mocked outsourcing is now basically renting AI smarts from the company it competes with on phones, search, and browsers.

And yes, they are totally going to insist this won’t be weird.

A tiny space stock backed by Google is up 600% in a year and somehow still flying under the radar. This is real infrastructure and real contracts. If you’re wondering how something can already look “too late” and still be early, take a look.

Where do investors think the next decade is headed? Big tech, AI darlings, and future-facing names dominate the lineup, but the real story is what assumptions you’re silently buying along with them.

The new “best investments” list just dropped. A mix of fear, yield-chasing, and cautious optimism — with just enough risk to keep things interesting.

Elon Musk Doesn’t Invest. He Deploys.

If you think Elon Musk’s money just sits in Tesla stock and vibes, think again.

Most of his personal fortune runs through a private vehicle: Excession, LLC.

That’s his single-family office. Set up in 2016 and quietly controlling one of the most concentrated pools of capital on the planet.

No hedge fund. No flashy diversification strategy.
No billionaire “wealth committee.”
Just Musk, his companies, and a small inner circle moving very large pieces.

This isn’t a portfolio. It’s an empire control room.

Translation: when Musk makes a move, Excession is the vehicle that makes it real.

Why the Market Should Care

Excession doesn’t file quarterly updates. It doesn’t disclose positions. It doesn’t explain itself. It moves quietly until something explodes into public view.

That matters because this is how founder capital behaves in 2026:
Not diversified. Not transparent. Not slow.
It’s directional. And it’s fast.

When Musk reallocates, the market often finds out after the fact.

This is about a structural shift.
No committee. No consensus. Just conviction.

And whether that ends in genius or chaos

History suggests it usually flirts with both.

How the stock market today?

As of Wednesday, Jan 14th. Source: FearGreedMeter

Visa & Mastercard Just Felt a Chill… And It Was Political

For years, Visa and Mastercard have been the definition of boring-but-beautiful. Massive moats. Predictable cash flows. Fees printing quietly in the background.

Then, out of nowhere, both stocks took their sharpest hit in about six months.

It was all about politics, policy, and fear of a structural shift in how payments work.

This wasn’t an earnings problem. It was a headline problem.
And markets don’t wait to see if headlines become law.

What Spooked Investors

The trigger was Donald Trump signaling support for:

  • a temporary 10% cap on credit-card interest rates, and

  • a revival of the Credit Card Competition Act, which would force merchants to route payments through cheaper alternatives, not just Visa or Mastercard.

Translation: more competition, less pricing power, and pressure on the payment ecosystem.

That’s enough to rattle a sector built on “set-it-and-forget-it” margins.

The Bigger Signal

What really matters isn’t the policy itself. It’s the fact that:

  • regulatory risk is back in the conversation,

  • political noise can still move “safe” stocks, and

  • even the cleanest moats aren’t immune to headline gravity.

This was a reminder, not a verdict. But it was a loud one.

And in markets, once a story breaks… it rarely fully unbreaks.

WINNERS & LOSERS LAST 7 DAYS

(ROLR) High Roller Technologies, Inc.

+713.28%

(ANPA) Rich Sparkle Holdings Limited

+554.57%

(EVTV) Envirotech Vehicles, Inc.

+455.17%

(AHMA) Ambitions Enterprise Management Co. L.L.C

+163.16%

(ERAS) Erasca, Inc.

+128.10%

(MTEN) Mingteng International Corporation Inc.

-96.34%

(SXTC) China SXT Pharmaceuticals, Inc.

-93.51%

(SDM) Smart Digital Group Limited

-86.79%
(ELME) Elme Communities

-83.15%

(ATRA) Atara Biotherapeutics, Inc.

-67.67%

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