$Apple(AAPL)$
While I feel there was nothing wrong with the decision to have google's gemini be the partner for siri's ai functionalities (after all this application of ai, is likely a glorified personal assistant and it might be wise for apple to focus their time and money elsewhere), the market had to "punish" the lack of ai effort.
After all apple is well known to do everything on their on, the phone's hardware, the ios software, then eventually all the motherboards for all their devices, so siri was expected to be heavily reworked, especially with apple's fame, in this ai forward era.
But I cannot help but think that while the sales results were good, there is also undue positivity about the iphone fold. It would in all likelihood be a well executed product, and a new form factor adds to the freshness but entering this market late could be a stumbling block.
That chatter that I started seeing all over makes it seem like a given, and a positive factor for aapl to boot. I am wondering if it is contributing to the rally, and whether it is unfounded. The market might just react negatively if it turns out to be purely rumours and apple might therefore be pressured to rush it out.
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