Are smartphones driving GOOG, AAPL, and RIMM higher?

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It's been a banner day for Apple, Google, and Research In Motion, as shares of all three companies hit all-time highs.

Apple closed at $161.45 with a market cap of $140.4 billion. That's just short of Nokia's $143.77 billion .
Google shares ended the day at $594.05.
Research In Motion rocketed up almost 13 percent to $113.37 after solidly beating expectations.

Apple and RIM already build smartphones; Google is widely rumored to be entering the market. Is there, so to speak, a wireless connection here? Tell us your thoughts in the comments.