APPLE GENERATIVE AI

Apple stock drops 1.5% after WWDC 2025 keynote—did Apple’s big AI reveal and Siri upgrade fail to meet investor expectations?

Apple stock slipped 1.5% right after executives took the stage at WWDC 2025, raising questions about the company’s new AI direction. Investors expected major breakthroughs, but reactions were mixed after Apple unveiled its Apple Intelligence features and updated Siri. Despite a strong lead-up, shares fell to $201.42, pushing market watchers to wonder if Apple is falling behind in the AI race. With a $3.28 trillion market cap, Apple remains a giant, but this WWDC left some hoping for more.

Apple to open up underlying AI technology to developers

Apple software chief Craig Federighi said the company is opening up the foundational AI model that it uses for some of its own features to third-party developers.

Apple's Liquid Glass Software explained in 10 points

At WWDC, Apple introduced Liquid Glass, its most extensive design update, unifying the interface across iOS 26, iPadOS 26, macOS Tahoe 26, watchOS 26, and tvOS 26. The new translucent UI enhances focus and personalization across devices. Apple also confirmed it will open its AI models to third-party developers and rename OS versions by year instead of numbers.

Apple faces AI, regulatory challenges as it woos developers at annual conference

Apple WWDC 2025 event arrives amid concerns over its AI capabilities, potentially overshadowing trade policy worries. Lagging behind competitors like Microsoft and Alphabet in AI innovation, Apple faces pressure to demonstrate its strategy. With shares down 19% this year, the company's AI struggles, coupled with slower growth projections and a premium valuation, raise questions about its appeal to investors.

Warren Buffett’s AI legacy: Apple and Amazon now make up a fifth of Berkshire’s $282 billion portfolio

Berkshire Hathaway, long known for its conservative investments, now has significant exposure to AI through major holdings in Apple and Amazon. While trimming its Apple stake, it remains heavily invested in the tech giant. Amazon, via AWS, represents a dynamic AI growth play, reflecting a strategic pivot in Berkshire’s portfolio.

Apple WWDC 2025: iPhone maker woos software developers amid AI, regulatory challenges

Apple WWDC 2025 is taking place as the company faces technical and regulatory hurdles, its AI advancements lag behind competitors like Google and Microsoft, impacting its stock value. Delayed AI features and potential App Store regulation coincide with tariff threats. While rivals advance in smart glasses, analysts debate the importance of AI in consumer hardware decisions, suggesting partnerships could mitigate Apple's perceived disadvantage.

WWDC 2025: AI in Messages, dedicated gaming app and more, what to expect from Apple's software event

Apple WWDC 2025 What to Expect: According to details shared by Bloomberg's Mark Gurman, the company has some AI tools and features in development, but they are unlikely to be released this year. Instead, Apple could announce that it will allow third-party developers to access its large language models (LLMs) to support AI features inside their own apps.

iOS 19 or iOS 26: New iPhone operating system set for overhaul at Apple WWDC 2025

Apple is set to reveal its newest software at WWDC 2025. The upcoming iOS 19, or iOS 26, if reports are to be believed, may feature a significant design change with a fresh look to system apps and AI features. The Phone, Safari, and Camera apps are expected to receive updates. Messages may get AI translation and poll options.

WWDC 2025 Design Awards And Full List: few Americans among Apple’s global winners, Trump-targeted counties in the list

The 2025 Apple Design Awards recognized top apps and games from developers worldwide at WWDC. Winners showcased innovation, inclusivity, and technical excellence across categories like Delight & Fun, Social Impact, and Visuals & Graphics. Discover the standout apps and games from China, India, Austria, and beyond

ID startups face data heat; Nykaa eases into qcomm

Happy Monday! Startups offering identity verification services are under the government’s scanner. This and more in today’s ETtech Morning Dispatch.

US Share Market prediction: Stocks soar toward records — but will inflation and Trump’s Tesla feud trigger a crash?

Apart from inflation and earnings, Friday will bring an early reading of the University of Michigan’s consumer sentiment index for June. As inflation data trickles in and political noise grows louder, markets will continue to navigate a delicate balancing act between optimism and uncertainty.

Apple under pressure to shine after AI stumble

Industry insiders will be watching to see whether Apple addresses the AI stumble or focuses on less splashy announcements, including a rumored overhaul of its operating systems for its line of devices. "The bottom line is Apple seemed to underestimate the AI shift, then over-promised features, and is now racing to catch up," Gene Munster and Brian Baker of Deepwater Asset Management wrote in a WWDC preview note.

Before Apple's next big reveal: How iOS 18 redefined updates and user reach

Apple and Alibaba's AI rollout in China delayed by Trump's trade war: Report

The tech companies in February announced a deal to support iPhones' AI services offering in China, a move likely to help the US company ease falling smartphone sales in its key market.

Apple’s WWDC 2025 is coming in hot with iOS redesigns, game-changing AI, and major macOS improvements

Apple's WWDC 2025 is set to emphasize refinement over radical changes, with a significant iOS redesign leading the charge. The company is expected to introduce a unified software versioning system, aligning version numbers with the year. While AI enhancements are anticipated, they will be subtle, with Apple focusing on opening its Foundation Models to developers.

Google says it will appeal online search antitrust decision

Google plans to appeal the antitrust decision regarding its online search monopoly, disagreeing with the court's initial ruling. While awaiting the court's opinion, Google maintains its stance. The Justice Department seeks measures like data sharing and ending default search engine payments to Apple, concerned about Google's AI advantage.

DeepSeek can undercut larger ChatGPT, ace investor Mary Meeker warns

Mary Meeker predicts AI will spawn numerous trillion-dollar companies, with competition intensifying from firms like China's DeepSeek. Rising training costs for leading US models, such as OpenAI's GPT, are creating opportunities for cheaper, task-specific alternatives. The current AI landscape resembles a capital-intensive commodity market, demanding deep funding and patient investors for startups to thrive.

Google makes case for keeping Chrome browser

Google has urged a US judge to reject calls for spinning off its Chrome browser, arguing it would harm innovation and users. The Justice Department sought remedies to counter Google's dominance in search, including banning default deals and possibly divesting Chrome, amid rising AI competition from ChatGPT and others.

Elon Musk-Telegram AI pact sets the stage for more drama

Musk may not be in the best of moods. With the true impact of his Department of Government Efficiency still unclear, he left his post at the White House this week. Now he’s turning back to a business empire in flux, having leaned on AI to balance his books. The generative AI boom has pushed the value of two-year-old xAI to $80 billion, and Musk recently merged that company and X (formerly known as Twitter and worth far less) under a single entity, xAI Holdings.

The Times and Amazon announce an AI licensing deal

Amazon's use of editorial content from the Times could extend to the Alexa software found on its smart speakers. In some instances, excerpts from Times reporting will include attribution and a link back to the Times' website. Material from the Times will also be used to train Amazon's proprietary AI models, the company said.

Instacart promotes business chief Rogers to CEO as Simo leaves for OpenAI

Instacart has appointed Chris Rogers as the new chief executive officer. He replaces Fidji Simo, who is moving to OpenAI. Rogers will assume his new role on August 15 and join the board. Simo will remain as the chair of the board. Instacart is experiencing strong order growth.

Apple to launch iOS 26, macOS 26 in major rebrand tied to software redesigns

Apple is making the change to bring consistency to its branding and move away from an approach that can be confusing to customers and developers. Today’s operating systems — including iOS 18, watchOS 12, macOS 15 and visionOS 2 — use different numbers because their initial versions didn’t debut at the same time.

iPhone 17 lineup expected in September; Apple faces pressure to make AI count

Apple is also set to revamp the iPhone’s design language, which has seen only iterative changes in recent years. While the iPhone 15 and 16 Pro models used titanium frames, the company may revert to aluminium for the iPhone 17 series—except for the Air, which could feature a titanium-aluminium hybrid.