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Ives Sees Apple’s AI Push Delivering Big Upside for AAPL
market-news6 days ago

Ives Sees Apple’s AI Push Delivering Big Upside for AAPL

Wedbush analyst Daniel Ives says Apple’s evolving AI push—headlined by a revamped Siri, AI platform for developers, and a Google Gemini partnership—could unlock meaningful upside for Apple stock in 2026, with AI monetization potentially adding $75–$100 per share. He maintains an Outperform/Buy rating with a $350 price target, signaling ~34% upside, and argues the market underestimates the impact of Apple’s consumer AI rollout despite past AI delays.

via TipRanks|
#aapl#ai#apple
Apple weighs AirTag-sized AI pendant to power upcoming iPhone wearables
technology6 days ago

Apple weighs AirTag-sized AI pendant to power upcoming iPhone wearables

Apple reportedly plans a breakthrough wearable AI pendant about the size of an AirTag, with an always-on camera and microphone for Siri and its own chip but limited local processing, relying on a paired iPhone for most tasks; the device could launch around 2027 as part of broader Siri upgrades and other camera-equipped wearables, though the project remains in early development and not guaranteed.

via MacRumors|
#ai-pendant#apple#iphone-accessory
Apple AI Push Keeps Street-High $350 Target, Ives Says
market-news7 days ago

Apple AI Push Keeps Street-High $350 Target, Ives Says

Wedbush’s Daniel Ives reiterates a street-high $350 price target for Apple, calling the recent stock selloff unwarranted and arguing Apple’s AI strategy—centering on an upgraded Siri and an AI-powered subscription—could unlock significant value. With billions of devices installed and firm momentum on AI monetization, Ives sees upside of roughly 32% to the target, despite a prior delay scare. The stock’s current consensus remains a Moderate Buy with upside potential around the mid-teens, and Apple is positioned for a 2026 rollout after this year’s AI push.

via TipRanks|
#aapl#ai#apple
iOS 26.4 beta lands without Siri overhaul, update pushed to 26.5
technology8 days ago

iOS 26.4 beta lands without Siri overhaul, update pushed to 26.5

iOS 26.4 beta has launched without the anticipated revamp to Siri, with Macworld noting the update focuses on several other improvements: RCS end-to-end encryption for Android messages, an upgraded video podcast experience via HLS, default Stolen Device Protection, Freeform Creator Studio enhancements, and AI-generated Apple Music playlists. The revamped Siri is expected to arrive in iOS 26.5, as Apple continues polishing it, with a final release anticipated in late March or April for public users.

via Macworld|
#apple#apple-music#ios
Apple's iOS 27 Rave aims to streamline code and extend battery life
technology9 days ago

Apple's iOS 27 Rave aims to streamline code and extend battery life

Apple's iOS 27, code-named Rave, will clean up iOS internals by removing old code and rewriting features to improve performance and potentially battery life, in a Snow Leopard–like cleanup effort. It may include subtle interface tweaks and stronger AI features like a revamped Siri, with broader plans for new devices such as a touchscreen MacBook Pro and a foldable iPhone later in 2026.

via MacRumors|
#battery-life#ios-27#rave
Apple rolls out iOS 26.3 amid Siri delays and a busy hardware roadmap
technology10 days ago

Apple rolls out iOS 26.3 amid Siri delays and a busy hardware roadmap

Apple released iOS 26.3 with security fixes and a few user-facing tweaks (like an iPhone-to-Android transfer tool and Weather wallpaper changes). Reports suggest Siri improvements slated for iOS 26.4 are facing snags, potentially slipping to iOS 26.5 or 27. The piece also discusses Apple Store shortages of iPhone 16e and iPad Air, rumors of the iPhone 17e, and upcoming MacBook Pro models, along with broader product plans including iPhone 18 Pro/Pro Max features and other near-term releases, all signaling a cautious near-term hardware timeline.

via MacRumors|
#apple#ios-263#iphone-17e
Apple Keeps 2026 Handoff for Next-Gen Siri Amid Delay Talk
technology11 days ago

Apple Keeps 2026 Handoff for Next-Gen Siri Amid Delay Talk

Apple says the smarter, AI-powered Siri is still planned for a 2026 launch, despite Bloomberg reports of potential delays. The upgrade was originally targeted for spring 2025, then moved to 2026, with possible inclusion in iOS 26.4 or a later 26.x update (26.5/27). Testing has shown some features misbehaving, so Apple may roll out capabilities across multiple updates in 2026, with iOS 26.4 beta expected later this month. The note comes as Apple’s stock dipped on Siri delay rumors and FTC scrutiny over Apple News.

via MacRumors|
#ai#apple#ios26
Siri 2.0 arrives in iOS 26.4 dev beta with smarter app access
technology15 days ago

Siri 2.0 arrives in iOS 26.4 dev beta with smarter app access

Bloomberg’s Mark Gurman says Siri 2.0 will debut in the iOS 26.4 developer beta on Feb. 23, bringing deeper integration with Messages, Calendar and Photos and context-aware queries. However, chatbot-style features aren’t expected until the next full iPhone update (iOS 27). A stable release is anticipated later, likely by late March or April, with developers first getting access to the new features.

via Tom's Guide|
#apple#beta#gurman
iOS 27 Emphasizes Polish Over Flash with Bug Fixes and Performance Tweaks
technology16 days ago

iOS 27 Emphasizes Polish Over Flash with Bug Fixes and Performance Tweaks

Bloomberg’s Mark Gurman says iOS 27, to be unveiled at WWDC 2026, will be a relatively modest release focused on bug fixes, performance improvements, and design refinements, with a more personalized Siri via a chatbot interface. A first beta of iOS 26.4 is expected the week of February 23, and major updates will be previewed for developers at WWDC ahead of a fall public release.

via MacRumors|
#apple-intelligence#ios-264#ios-27
Apple’s AI Pin Eyes a New Era of Hands-Free AI
technology17 days ago

Apple’s AI Pin Eyes a New Era of Hands-Free AI

Rumors say Apple is developing a compact, AirTag-sized AI-powered wearable—the AI Pin—that blends cameras, mics, a speaker, and a button for hands-free AI help, with deep Siri integration and seamless ecosystem use as standalone or companion to iPhone/Apple Watch, potentially launching around 2027. If successful, it could redefine hands-free interaction in daily life, but Apple faces design, battery, and market positioning challenges amid competition from other AI wearables.

via Geeky Gadgets|
#ai#apple#ecosystem
Siri Gets a Brain: iOS 26.4 Ushers in Major AI Upgrade
technology19 days ago

Siri Gets a Brain: iOS 26.4 Ushers in Major AI Upgrade

Apple’s iOS 26.4 will overhaul Siri by building an on-device large language model core, enabling reasoning, personal context, screen-level awareness, and deeper app integration; it won’t be a full chatbot and will preserve privacy with on-device processing and Private Cloud Compute, while relying on Google Gemini for several features. The update is slated for spring 2026 after beta testing, with a separate iOS 27 chatbot upgrade planned later.

via MacRumors|
#ai#apple#google-gemini
iOS 26.3/26.4 Introduce Android Transfer, EU Privacy Measures, and a More Personal Siri
technology22 days ago

iOS 26.3/26.4 Introduce Android Transfer, EU Privacy Measures, and a More Personal Siri

iOS 26.3 brings a wireless iPhone-to-Android transfer tool, EU-mandated Notification Forwarding and third‑party accessory pairing, groundwork for end‑to‑end encrypted RCS, Weather wallpapers, and a new Limit Precise Location privacy setting; iOS 26.4 is expected to add a more personalized Siri powered by Google Gemini, plus new emoji and features like Passwords AutoFill for third‑party apps, Freeform folder support, an Apple TV sports tier, a device integrity check, and Find My Precise Outdoor Location for AirPods, with further features likely to surface later in the year.

via MacRumors|
#android#apple#ios