Some thoughts on Apple's news this week from WWDC, and its long-awaited play into AI.
Investors are overreacting to the EU/China/no-firm date bit about Siri, but there's also some overreaction about the potential benefits here to consumers, whereas I think all the fixes and improvements to Apple's various OSs are probably a bigger deal.
Apple is in a great position, long-term, to benefit from its agentic AI move, but I also don't think this will result in another 5G hardware upgrade-like cycle for consumers.
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@WindowsCentral Editor-in-chief
@Daniel_Rubino describes
$AAPL's WWDC 2026 as "incremental but strategic," adding that Apple delivered on Siri AI as a separate app that will bring new functions and features "people will find enjoyable."
However, he flags that the "bad news is that dates on some of this are slipping" and that there was "no wow moment for a lot of people."
He also discusses the expectations divide between consumers and Wall Street and where the iPhone maker fits in the AI race.
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