Apple & Google Explore AI Partnership for Siri as AI Stocks Surge Amid Market Volatility
August 22, 2025
Apple is in early discussions with Google to incorporate its Gemini AI model into Siri, signaling a shift from relying solely on in-house AI development to leveraging external AI technology.
This partnership could lead to Siri offering more advanced features, including third-party app control and complex task execution, with AI processed on cloud servers to maintain user privacy.
Institutional investments in AI startups have reached $50 billion in 2025, highlighting AI's growing importance in financial markets and cross-market trading opportunities.
Zoom reported strong Q2 results, with revenue of $1.22 billion and adjusted earnings surpassing expectations, attributing part of its success to AI integration.
Wall Street analysts maintain a Moderate Buy rating for Apple stock, with an average price target of $239.60, indicating about 5% upside potential.
Investors should focus on AI infrastructure providers, cloud and enterprise AI firms, and AI-hardware innovators as key areas of growth.
The upcoming update will introduce exclusive KI emojis with iOS 26, enhancing user expression.
Recent market activity on August 22, 2025, includes notable stock movements for Apple and Alphabet, along with updates on Waymo's robotaxi testing in New York and Google's AI initiatives.
However, regulatory bodies may scrutinize this collaboration for anti-competitive practices and data privacy concerns, given the dominant market positions of both companies.
Market sentiment remains bullish on AI-related stocks, but traders are advised to employ risk management strategies like stop-loss orders due to potential regulatory and market volatility.
On-chain data shows a 20% increase in $FET transaction volume, reflecting strong institutional and retail interest in AI tokens, with traders watching resistance levels such as $1.30 for potential long positions.
Alphabet's stock valuation appears 'oddly overvalued' with a GF Value of $185.34 and a P/E ratio of 22.11, despite consistent revenue and EBITDA growth over the past decade.
Institutional buying in Alphabet remains cautious, with a neutral B-minus rating on its stock's accumulation and distribution metrics.
Summary based on 100 sources
Get a daily email with more Tech stories
Sources

TechCrunch • Aug 22, 2025
Apple is in talks to use Google’s Gemini for Siri revamp, report says
CNBC • Aug 22, 2025
Google shares rise on report of Apple using Gemini for Siri
New York Post • Aug 22, 2025
Apple in talks to use Google's Gemini AI to power revamped Siri: report
CNET • Aug 22, 2025
With Apple's Siri AI Overhaul Delayed, Google Might Help It Catch Up