Apple’s (NASDAQ: AAPL) senior vice president (SVP) of services – Eddy Cue – sees Gemini as the “winner”, revealed famed investor Jim Cramer in a segment of CNBC today.
His remarks arrive at a time when investors have been pulling back from AAPL shares.
According to the Mad Money host, however, both Apple and Google stocks are worth owning “if you want to make some serious money” in 2026.
What the Gemini success means for Google stock
Alphabet stock has already soared more than 120% over the past nine months, but Gemini’s success will push it even higher in 2026, according to Jim Cramer.
Gemini’s multimodal capabilities – spanning text, images, and code – position Google at the centre of the global artificial intelligence (AI) arms race, attracting both enterprise adoption and consumer integration across its ecosystem.
The large language model (LLM) unlocks new monetisation streams in cloud services, advertising, and productivity tools, effectively becoming a growth engine for Google stock.
Still, Alphabet is trading at a forward price-to-earnings (P/E) multiple of less than 30 currently – meaning it’s significantly cheaper to own for AI exposure in 2026.
In fact, those selling Google shares here are just “plain stupid”, Cramer argued on “Squawk on the Street”.
What Gemini means for Apple stock
According to the former hedge fund manager, Eddy Cue’s comment confirms Apple’s foundation model will be built on Gemini – a development that may reshape how investors view its AI strategy.
Instead of racing to create a standalone competitor, AAPL looks determined to leverage Gemini’s strengths to enhance its services ecosystem – from Siri to iCloud and beyond.
Cue’s endorsement of Gemini underscores Apple’s willingness to integrate best-in-class tech rather than reinventing the wheel.
For shareholders, the means AAPL will remain a major player in AI by focusing on user experience and monetisation through its services segment.
Simply put, Gemini powering Apple’s artificial intelligence backbone could reignite confidence in AAPL shares this year.
The case for owning AAPL and GOOGL in 2026
Taken together, Gemini’s rise signals a turning point for both Alphabet and Apple as they navigate the next wave of artificial intelligence.
For Google shares, the model is already proving to be a “powerful growth catalyst”, expanding its reach across cloud, advertising, and enterprise solutions.
For Apple, aligning its foundation model with Gemini suggests a pragmatic strategy – harnessing proven technology to strengthen its services ecosystem and deliver seamless user experiences.
Jim Cramer’s bullish stance highlights that investors should view these moves not as isolated bets, but as complementary plays in the broader artificial intelligence arms race.
With valuations still reasonable relative to growth prospects, owning both Apple stock as well as GOOGL shares could prove a rather lucrative means of capturing AI-driven upside in 2026.
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