蘑菇AV

New AI-powered Apple devices hit markets, but Indonesia鈥檚 ban and the EU鈥檚 App Store demands reveal global friction in Apple鈥檚 shift toward an AI-first strategy.

iPhone 16 sales falter as AI enhancements fail to excite consumers: Apple reduces production by 10 million units, signaling weak demand despite rolling out new AI tools in iOS 18.2 beta.

Alibaba touts early Singles Day successes: Apple, lululemon, and Nike were among the biggest beneficiaries as price-conscious shoppers took advantage of steep discounts and other promotions.

Meta鈥檚 slimmed-down Llama AI runs on smartphones but faces ecosystem challenges: Without its own hardware, Meta鈥檚 success hinges on partnerships as it competes with Apple and Google.

By using Siri and the Matter standard, Apple could dominate the IoT market with a seamless smart home ecosystem.

It鈥檚 a large volume opportunity for the BNPL player and helps Klarna compete with. It can also help keep users loyal to Apple as its NFC tech opens up

Apple remains the top brand around: But the tech giant saw its first decline in 20 years as competitors embrace AI more seamlessly.

In today鈥檚 podcast episode, we dive into how Apple Intelligence will move the AI usage needle and discuss which companies are poised to shape the future of artificial intelligence. "In Other News", we cover Bank of America鈥檚 recent outage and the risks associated with digital banking. Join host Marcus Johnson and analysts Jacob Bourne and Gadjo Sevilla for the conversation.

Apple patches major iOS bugs before the iPhone SE 4's expected announcement, but its missing AI features are the real problem.

India鈥檚 festive season kicks off on a high note: Strong early spending is a promising sign for brands like Apple and Amazon India that are investing heavily in the rapidly growing market.

What this means for the US: The Department of Justice also filed a lawsuit against Apple for antitrust violations, which Apple motioned to dismiss last year.

Apple is banking on delayed AI features to drive iPhone 16 sales, but early production cuts and limited initial upgrades may weaken its market appeal

Ive played a significant role in developing the iPhone, iPad, MacBook, and Apple Watch, so he could be a strong leader in a new consumer device category beyond phones, tablets, and laptops. OpenAI鈥檚 assets: Software and timing could be critical advantages for an OpenAI device.

Apple case opens up options for Spotify app users. The news: Apple approved a Spotify app update that will let iPhone users change their subscriptions in the app, see subscription pricing information, and use third-party payment methods outside Apple鈥檚 payment system.

Theaters need Big Tech more than ever: Chains like AMC are implementing costly upgrades even as players like Apple pair down their box office strategies.

Apple, Microsoft, and Alphabet saw more modest gains, but Apple remains below pre-tariff-announcement values. On Monday, the US and China agreed to halt reciprocal duties for 90 days, cutting tariffs down to 30% on most Chinese goods and 10% on US goods. Negotiations will resume in coming weeks, Treasury Secretary Scott Bessent said.

It attributed the changes to a recent ruling in the Epic Games versus Apple antitrust case and said that these 鈥渂asic services鈥� should have been allowed years ago. 鈥�(The ruling) also helps level the playing field by allowing all developers to offer basic pricing information and easy-to-access links for consumers 鈥� with no unnecessary steps or additional taxes levied by 础辫辫濒别,鈥� Spotify said.

Apple didn鈥檛 invest in Vision Pro-exclusive content and, as of January, the headset has less than 1,900 active apps, per AppFigures. By comparison, more than 20,000 iPad apps had been created by mid-2010, a few months after the tablet鈥檚 launch. Cost factor: Meta CTO Andrew Bosworth said that pricing is key to success and that Apple may have overshot what consumers are willing to pay for.

The issuer wants concessions from Apple to protect it from some of the issues Goldman Sachs has dealt with

Consider his recent threat鈥攍ater delayed鈥攖o impose a 50% tariff on EU imports and a 25% tariff on Apple for iPhones made outside the US.

Apple鈥檚 genAI-enhanced Siri is delayed indefinitely, following prior delays with its Apple Intelligence suite. Amazon鈥檚 improved Alexa+ took years to launch and still lacks several promised features. AI in everything everywhere: Despite Google鈥檚 success in a broad, multidevice Gemini roll out, some users may be wary of AI in personal spaces like homes and cars.

Case in point: Apple is reportedly launching its back-to-school campaign on June 17, per Bloomberg鈥攁 few days earlier than last year. While Apple is typically among the first to roll out seasonal deals, this year it won鈥檛 be alone. Wayfair is already featuring back-to-school essentials on its homepage, and Target is spotlighting trend-forward backpacks.