I think the long and the short of it (place your bets) is that it could be perceived that Apple has lost its foothold on this ever-important (tm) share of the AI marketplace, whereas Google is happily integrating Gemini into all of its services, in a way that is actually functional / useful, with the most obvious entry point being its own Pixel hardware. They just dodged a regulatory bullet, partly due to AI competitiveness, but maybe they're not going to be on the whipping end of that sea change, after all ...