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Apple’s AI Move Just Repriced the Entire Market
Gemini enters Siri, stocks spike, and Wall Street chases the real AI winners
Midas AI
January 12, 2026
Welcome to today’s Midas Report… your one stop shop for everything important happening in AI that matters for you.
Here is what is unfolding in AI today, January 12, 2026….
Apple Taps Google’s Gemini to Run Next Gen Siri
Big Tech’s most competitive neighbors just shook hands.
Apple is bringing Google’s Gemini behind the curtain of its next generation Siri, marking a rare (and pragmatically strategic) partnership in the escalating AI model race.
Instead of trying to catch up by building its own foundation model from scratch, Apple is choosing to buy time… and quality… by folding Gemini directly into the iPhone experience. The message is clear… making Siri smarter and faster matters more than turf wars.
For Google, this is a jackpot move. Integration into Siri, one of the most widely used voice assistants on Earth, gives Gemini a stealth on ramp to billions of daily voice prompts, quietly expanding its footprint in the most valuable real estate in tech… your iPhone.
Remember, Google’s biggest AI challenge hasn’t been model quality… it’s been distribution. With Siri as its new front door, Gemini just gained access to one of the largest deployed consumer interfaces on the planet, without asking users to download a thing.
From a value shift perspective, this puts even more weight behind the idea that distribution… not just model horsepower… is where the long term power lies. If Gemini becomes embedded in Apple products, Alphabet’s investment in AI infrastructure becomes less about flashy demos and more about dominant access.
For builders, this could be a new kind of platform play. If you’re developing AI native applications, especially for consumers, watch how this Gemini/Apple deal evolves. Apple’s ecosystem may turn into Gemini’s new sandbox… including privacy safe integrations, user control over models, and differentiated developer tools down the line.
🧠 The Download
Shadow AI is leaking confidential data into consumer grade chatbots. Employees are using ChatGPT and Claude to speed up work… but without official tools or policies, nearly half admit they’re risking proprietary info by uploading it through unsanctioned channels.
Lilly and Nvidia launch $1B AI lab to build next-gen drug discovery engines. This isn’t just AI as a sidekick… it’s a fully integrated R&D system aiming to compress multi-year pharmaceutical timelines into tight, data driven feedback loops.
The Home Depot and Google debut AI shopping agents that do more than search. With multimodal support and full integration of Gemini into both customer and employee workflows, they’re betting AI agents will be retail’s new frontline… not a feature, but the interface.
Tempus AI stunned markets with a $1.1 billion contracted value reveal, igniting a 28% share price spike as investors re-rated its AI powered diagnostics partnerships with pharma giants.
A stealth $35M Series B in an AI for manufacturing startup… reportedly backed by Sequoia and BMW’s venture arm… signals a shift toward vertical AI plays with real industrial wins.
In Europe, Nordic firms in legaltech and biopharma tooling are quietly raising rounds topping $15M premoney.
$FET, the token behind the Artificial Superintelligence Alliance, jumped 12% on rumors of a cloud deal, cementing investor appetite for AI infrastructure protocols over gimmicky AI dApps.
📊 Read the full Midas MarketPulse here for today’s AI financial news.
That’s what matters today in AI. Thanks for being here. See you in the next one!
Midas AI