Apple Stock Falls 15% Amid AI Strategy Uncertainty, Siri Delay

Apple is facing growing investor frustration due to its lack of transparency and progress in artificial intelligence, especially as competitors like Microsoft, Google, and OpenAI rapidly advance their AI capabilities. The company's stock has fallen more than 15% in 2025, marking it as one of the worst performers among major tech firms, second only to Tesla. Apple has delayed the release of a more powerful Siri until at least 2026, and concerns are rising that this lagging AI strategy could eventually impact iPhone sales. Despite strong iPhone revenue and service growth, analysts emphasize that Apple must accelerate its AI innovation, potentially through acquisitions, to remain competitive, with some estimating successful AI commercialization could add significant value to the company. The upcoming fiscal quarter earnings will likely focus on iPhone sales and services rather than AI, leaving Apple's strategic direction in AI uncertain. While Apple’s existing ecosystem and customer loyalty remain strengths, the pressure mounts for CEO Tim Cook to present a clear and compelling AI roadmap amid a rapidly evolving tech landscape.