There are many reasons Apple Inc.’s stock hasn’t been so hot lately, but a big one is that investors feel the company lacks a compelling “story” on artificial intelligence. By that they mean Chief Executive Officer Tim Cook doesn’t seem as if he had much of a plan.

Google, to its credit, does have an AI story. Unfortunately, it’s a tragicomedy. Caught on the hop by upstart OpenAI, its Gemini model is best known not for its intelligence but for its depiction of George Washington as a black man, the Pope as an Asian woman and other assorted embarrassments.