Over the last several quarters, Google (GOOGL 0.27%) has been on the forefront of introducing several new technologies that, while not huge revenue drivers yet, contribute significantly to public perception. Google Fiber, Google Glass, and now Project Loon are all positive steps for the king of search. Conversely, ever since shares hit an all-time high last fall, Apple (AAPL 1.11%) has struggled to maintain its stock price and convince investors it's still a leader in innovation.

In the video below, Fool contributor Doug Ehrman discusses the apparent gulf between these two rivals and what it could mean for your portfolio looking ahead.