Alphabet shares jumped more than 6% in early trading, while Apple was up 2.5%.
Speaking with Reuters' Lisa Bernhard, Carey said a deal would be "great" for Apple, which has struggled with slowing iPhone sales and recently scrapped plans to develop an electric car.
Google, while coming off a "botched launch of Gemini", has been working on AI for "multiple decades", said Carey, who added that the tech titan is "going to get this right."
Carey also discussed Super Micro Computer's debut in the S&P 500 on Monday - and its ensuing stock swing - and whether this week's Federal Reserve policy meeting could cause stocks to temporarily head south.
