How long do you think it will take for the stock market to notice that Apple and Microsoft announced at the same time that they're all-in for local AI?

Microsoft's Surface with the crappy old Nvidia chip won't keep up with anything from Apple, but Microsoft wouldn't be on board if Nvidia didn't have a roadmap for more and better laptop chips.

And Apple can crash the market on a whim by just announcing a line of products that are local-first. Every WWDC video being about local AI (not literally, there are just a lot) and the Github repo full of specs and benchmarks for every company's local AI should have already done it, but finance people aren't known for being smart. Maybe Microsoft will be kind and wait for the market to crash itself.

EDIT SINCE NOT EVERYONE HEARD THE NEWS:

APPLE CORE AI

"local, private, no-cost"

https://youtu.be/XJFfCVW1UZ0

https://www.youtube.com/live/bXb18GwYQS8

https://developer.apple.com/core-ai/

https://developer.apple.com/documentation/coreai/

https://github.com/apple/coreai-models

MICROSOFT SURFACE LAPTOP ULTRA

"local-first AI"

https://www.youtube.com/live/FFMm454fxNA

https://youtu.be/11Y3B33oCLE

https://www.microsoft.com/en-us/surface/devices/surface-laptop-ultra

https://nvidianews.nvidia.com/news/nvidia-microsoft-windows-pcs-agents-rtx-spark

https://blogs.windows.com/devices/2026/06/02/building-the-next-generation-of-devices-for-developers-surface-rtx-spark-dev-box/