Google is up nearly 20% in the last month. Apple’s up 17% ahead of next week’s iPhone event. Meanwhile, Nvidia and other main players of the AI trade have slipped.

The signals are clear… but are Google and Apple really the new leaders of the AI rally?

Today on Deirdre Bosa Live:

🌐 Google’s courtroom win and what it means for Apple’s $25B TAC payments and AI ambitions

💻 Jeff Richards (Notable Capital) & Paul Klein (Browserbase) on Chrome, browser competition, and the innovator’s dilemma

🔌 Google’s big TPU push — and why it matters for the ecosystem beyond cloud

🇨🇳 Alibaba’s “good enough” chip and what it signals for China’s AI ambitions

⚖️ Bernstein’s Stacy Rasgon on the new players and whether Nvidia’s dominance is cracking or still untouchable

📱 Olivia Moore (Andreessen Horowitz) on the a16z Top 100 Consumer AI Apps