Google's Gemini, in a pristine state, will power Siri and the broad Apple Intelligence stack. The foundations are ready, but the execution could be better than expected.

This increase propelled the shares to more than 32x forward earnings—a premium valuation that hinges on Apple’s success in its upcoming major platform transition.

Apple's restrained artificial intelligence strategy may pay off in 2026 amid the arrival of a revamped Siri and concerns around the AI market "bubble" bursting, The Information argues. The speculative report notes that Apple has taken a restrained approach with AI innovations compared with peers such as OpenAI,

Apple and Google have entered a multi-year AI partnership to integrate Gemini-powered Apple Intelligence features across iPhone, iPad and Mac, with a more personalised Siri expected later this year.

Investment firm Wedbush says that 2026 should be a key year for Apple with a new Siri, new Google Gemini deal, and new iPhone 18 range — but definitely not a new CEO.

A detailed new report from SemiAnalysis argues that while Apple's partnership with TSMC created the modern leading-edge foundry model, the rapid rise of AI computing is changing who pays for new chip technologies and how much influence Apple holds over each new manufacturing node.

Quick Read Apple stock fell over 10% across seven sessions and entered correction territory. Alphabet surpassed Apple in market cap amid concerns Apple lags in AI development. A major Siri upgrade using Google Gemini is expected this spring.

Apple downgraded to Hold as AI execution lags, the iPhone outlook weakens, and costs rise. Click here to read my analysis of the AAPL stock.