Recently $Apple(AAPL)$ and $Alphabet(GOOGL)$ are both in trouble, for their lagging behind being investors' doubts about their AI development. For Apple, both main pillars are facing a crisis: 1. The flagship product iPhone is just hitting a "slump" year, with a "price drop" and "speed drop" in the Greater China region, and even facing lawsuits from investors; 2. Apple store is cutting fees and still facing controversy.For Google, it is uncertain whether AI will become its "spear" or "shield": 1. Although Gemini is continuously iterating, it still has a gap of approximately half a year compared to OpenAI; 2. AI robots are to some extent replacing browser searches, bringing uncertainty to the advertising