WWDC

Apple’s stock is being tested as it approaches WWDC, with investors anticipating a significant AI strategy boost, particularly a conversational Siri powered by Google’s Gemini. This partnership aims to integrate apps into Siri, enhancing user engagement and Apple’s services business. Analysts are optimistic about Siri’s evolution and Apple’s potential leverage in the AI landscape, leading to increased price targets. Despite past mixed reactions to Apple’s AI reveals, the stock’s recent rally signals strong investor confidence.

WWDC showcased a visual overhaul (“Liquid Glass”) but largely omitted AI advancements, contrasting with Google and Microsoft’s AI focus. While platforms were unified and features like multi-window iPadOS improved, significant AI integration was absent. Apple’s reliance on partners, limited AI mentions, and slow Siri rollout raise questions about their AI strategy and future innovation, particularly given its stock buyback focus over AI investment in comparison to its rivals.

Apple’s WWDC on June 10th will unveil next-generation operating systems, including iOS 26, iPadOS 26, and macOS 26, adopting a year-aligned versioning system. Speculation surrounds potential device support cutoffs, possibly excluding older iPhones, iPads, and Macs. The new systems are also expected to feature a visual overhaul, drawing inspiration from visionOS with rounded corners and translucent elements. Note that these details are currently unconfirmed.