The landscape of American tech stocks is quietly changing. According to the latest market data, Alphabet is expected to surpass Apple in this trading day and become the second-largest publicly traded company in the US by market capitalization. This reflects the market's recognition of its AI strategy implementation.

From the numbers, it's clear—Alphabet's market value has reached $3.9 trillion, soaring by 3% on Wednesday; meanwhile, Apple's market value is about $3.89 trillion, recently down by 0.3%. The two are almost neck and neck, and whoever pulls ahead first remains a suspense. Interestingly, the last time Alphabet sat in second place was in 2018, and surpassing Apple was already a thing of January 2019. Now, the story is playing out again, indicating that the AI wave is indeed reshaping investors' decision-making logic.