Apple shares remain near all-time highs following a strong quarterly report and a sharp rise in expectations ahead of WWDC 2026, which begins on June 8. The market’s main bet right now is the full rollout of Apple’s new AI strategy.
Investors are expecting an upgraded Siri, integration with Google Gemini, and an expansion of the Apple Intelligence platform across iOS 27 and macOS.
Financially, Apple remains very strong
The latest quarter significantly exceeded expectations: revenue grew by around 17% year-over-year, while profit increased by more than 20%. The main drivers were strong demand for the iPhone 17 and growth in the services segment. AAPL recently hit a new all-time high above $292, and the market is increasingly pricing in a new “iPhone AI supercycle.”
Additional support for the stock comes from expectations of further monetization of AI services within Apple’s ecosystem, particularly in productivity, health, and finance segments.
But AI remains both the key driver and the main risk
Despite bullish sentiment, the market remains cautious due to delays in Apple Intelligence and ongoing issues with Siri. This week, there was renewed discussion about a $250 million settlement related to a class-action lawsuit over delays in AI-powered Siri features and user complaints about Apple Intelligence marketing.
At the same time, media reports suggest Apple is urgently strengthening its AI teams and even running internal bootcamp programs for Siri engineers ahead of WWDC. This reinforces the perception that the company is still catching up to OpenAI, Google, and Microsoft in generative AI.
Key factors for the coming months: WWDC and the supply chain
For the market, the critical question is whether Apple can showcase not just “AI features,” but a полноценную AI ecosystem with real user advantages.
At the same time, investors are closely watching supply chains: Apple is reportedly exploring partnerships with Intel and Samsung to reduce dependence on TSMC and Taiwan, amid global AI chip shortages and geopolitical risks related to China.
If WWDC—whose importance was highlighted in Apple continues to move higher as strong earnings provide ongoing support—meets expectations, AAPL could establish itself above $300. A weaker presentation or further Siri delays would quickly shift focus back to old concerns: slowing iPhone growth and intensifying AI competition.
Latest Apple News
-
Afghanistan
-
Albania
-
Algeria
-
Angola
-
Argentina
-
Armenia
-
Australia
-
Austria
-
Azerbaijan
-
Bahamas
-
Bahrain
-
Bangladesh
-
Belarus
-
Belgium
-
Bolivia
-
Botswana
-
Brazil
-
Brunei
-
Bulgaria
-
Cambodia
-
Cameroon
-
Canada
-
Chile
-
China
-
Colombia
-
Congo
-
Costa Rica
-
Cote d'Ivoire
-
Croatia
-
Cuba
-
Cyprus
-
Czechia
-
DR Congo
-
Denmark
-
Dominican Republic
-
Ecuador
-
Egypt
-
El Salvador
-
Estonia
-
Eswatini
-
Ethiopia
-
Finland
-
France
-
Georgia
-
Germany
-
Ghana
-
Greece
-
Haiti
-
Hong Kong
-
Hungary
-
India
-
Indonesia
-
Iran, Islamic republic
-
Iraq
-
Ireland
-
Israel
-
Italy
-
Jamaica
-
Japan
-
Jordan
-
Kazakhstan
-
Kenya
-
Korea
-
Kuwait
-
Kyrgyzstan
-
Laos
-
Latvia
-
Lebanon
-
Lesotho
-
Libya
-
Lithuania
-
Luxembourg
-
Madagascar
-
Malaysia
-
Malta
-
Mauritius
-
Mexico
-
Moldova
-
Mongolia
-
Montenegro
-
Morocco
-
Mozambique
-
Myanmar
-
Namibia
-
Nepal
-
Netherlands
-
New Zealand
-
Nigeria
-
North Macedonia
-
Norway
-
Oman
-
Pakistan
-
Palestine
-
Panama
-
Papua New Guinea
-
Paraguay
-
Peru
-
Philippines
-
Poland
-
Portugal
-
Puerto Rico
-
Qatar
-
Reunion
-
Romania
-
Rwanda
-
Saudi Arabia
-
Serbia
-
Singapore
-
Slovakia
-
Slovenia
-
Somalia
-
South Africa
-
Spain
-
Sri Lanka
-
Sweden
-
Switzerland
-
Syria
-
Taiwan
-
Tajikistan
-
Tanzania
-
Thailand
-
Trinidad and Tobago
-
Tunisia
-
Turkey
-
UAE
-
Uganda
-
Ukraine
-
United Kingdom
-
United States
-
Uruguay
-
Uzbekistan
-
Venezuela
-
Vietnam
-
Yemen
-
Zambia
-
Zimbabwe
- Forex
- Crypto
