Alphabet Briefly Joins $4 Trillion Club as Apple Taps Google Gemini to Power Next-Gen Siri

Alphabet Inc. (GOOGL), Google’s parent company, briefly crossed the $4 trillion market-valuation threshold intraday on Monday, January 12, 2026, after Apple confirmed a multi-year partnership that brings Google’s Gemini AI into future Apple Intelligence experiences — including a major Siri upgrade.

Alphabet shares hit an all-time intraday high near $334 before closing at a record level, according to market data and media reports. The rally placed Alphabet among a small group of U.S. companies that have reached the $4 trillion level at least on an intraday basis, alongside Nvidia, Microsoft and Apple.

The Apple–Google deal: Gemini moves into Apple Intelligence

Apple confirmed the companies have entered a multi-year partnership under which Google’s Gemini will support next-generation Apple Intelligence capabilities.

Key points highlighted in reporting and investor commentary include:

• Siri enters a “Gemini era”: Apple is expected to roll out a more capable, context-aware Siri during 2026, with features arriving in phases through iOS updates. Apple has not publicly confirmed a specific point-release timeline.
• Beyond Siri: The partnership is expected to extend across a wider set of Apple Intelligence functions, including more advanced generative AI tasks, while Apple maintains its privacy framework through on-device processing and Private Cloud Compute.
• OpenAI remains in the mix: Apple’s existing ChatGPT integration is expected to continue as an opt-in option for certain query types, rather than being removed.

Why the market reacted: AI distribution + infrastructure wins

The stock move reflects growing investor belief that Alphabet is building a durable “full-stack” AI position, combining:

• proprietary Gemini foundation models,
• large-scale compute and cloud infrastructure,
• Tensor Processing Units (TPUs),
• and global distribution through platforms such as Search, YouTube and Android.

Analysts said the Apple partnership strengthens Alphabet’s AI distribution footprint and reinforces Google Cloud’s role in the infrastructure layer of the AI economy — a theme increasingly attracting market attention as the AI cycle becomes more capital-intensive.

Financial momentum adds to investor conviction

Alphabet’s rally also builds on strong momentum through 2025, as investors increasingly rewarded companies viewed as essential to AI deployment — not only for model development, but for compute, cloud capacity and enterprise-scale adoption.

The Apple agreement is seen by markets as an additional validation of Gemini’s competitiveness and the strategic value of Alphabet’s integrated AI ecosystem.

Summary

Alphabet briefly crossed the $4 trillion market-cap threshold intraday on January 12, 2026, after Apple confirmed a major Gemini partnership to support next-generation Apple Intelligence features, including Siri. The deal reinforces Alphabet’s position as a core infrastructure and distribution layer for the global AI economy and signals renewed investor confidence in its full-stack AI strategy.

Frequently asked questions (FAQs) 

Q1: Is Alphabet officially a $4 trillion company?

Alphabet briefly crossed the $4 trillion mark intraday on January 12, 2026, based on market data tracking and media reports. Market capitalization can fluctuate during trading sessions.

Q2: When will the Gemini-powered Siri be available?

Apple has not confirmed an iOS point-release date. Reports indicate the enhanced Siri experience is expected to roll out in phases across 2026 through future iOS updates.

Q3: Does the partnership mean Google can access iPhone user data?

Apple has said Apple Intelligence relies on on-device processing and Private Cloud Compute, designed so that user data is not exposed to external partners under Apple’s privacy architecture.

Q4: Will ChatGPT be removed from iPhones?

No. Apple’s existing ChatGPT integration is expected to remain available as an opt-in option for specific types of requests.