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07-21

Apple might finally be waking up from its AI slumber, and the market’s starting to notice. After months of lagging behind the other tech giants in the Magnificent 7, Apple’s recent move — reportedly exploring partnerships with Anthropic or OpenAI to supercharge Siri — signals a major shift in strategy. Rather than stubbornly clinging to in-house AI development, Apple might be admitting what many have whispered: it’s behind. And now, it wants to catch up fast.

This potential AI pivot could be a game-changer. Siri has long been the weakest link in Apple’s ecosystem — more punchline than powerhouse. Integrating cutting-edge AI from OpenAI or Anthropic could completely rewire what Siri is capable of, turning it into a legitimate digital assistant that rivals (or even surpasses) Google Assistant or Alexa. Apple’s strength has always been in seamless integration, not first-mover advantage. If it can inject a powerful LLM into the Apple ecosystem, the result might be less flashy than ChatGPT — but far more useful, because it will just work. Quietly, efficiently, everywhere.

Technically, Apple’s chart is starting to flash bullish signs. Breaking above the 50-day moving average after a strong two-day run suggests new momentum is building. The stock has been consolidating for months while others — like Nvidia and Meta — have rocketed ahead. Year-to-date, Apple is still trailing most of the Magnificent 7, which ironically makes it one of the few remaining “catch-up” plays in an otherwise overheated tech landscape. This isn’t a meme rally — this is a $3 trillion company realigning itself with the dominant narrative of 2025: AI.

The psychology here is important. Apple doesn’t need to lead in AI to benefit massively from it. All it needs is the perception that it’s no longer being left behind. If it can bake real-time LLMs into iOS, iPads, Macs, and wearables, it will have the widest AI distribution in the world overnight. That’s the quiet killer feature: not the AI itself, but how effortlessly it reaches a billion devices.

Still, caution is warranted. Apple moving toward external AI models suggests internal development may have hit roadblocks. That’s a bit of a concern for a company that prides itself on control. Also, Apple’s valuation isn’t cheap. It’s priced for perfection, and perfection hasn’t been its theme in recent quarters. But if the AI narrative sticks, and the Siri upgrade proves more than just vaporware, that valuation could be justified — even expanded.

So, is Apple about to join the Mag 7 rally? Very possibly. It’s the one giant that hasn’t gone parabolic yet, which makes it uniquely positioned if the market continues to climb. For investors waiting for a quality stock with fresh catalysts and catch-up potential, Apple may finally be worth strapping in for. The rocket’s been sitting quietly on the pad — now it’s heating up.

Mag 7 Earnings Wrap-up: Is AI Boom Still Driving the Market?
Big Tech's earnings season is nearly complete — with only Nvidia left on deck. Among the Magnificent 7, 3 names rallied after their reports, while Tesla, Amazon and Apple stumbled. As earnings wrap up, one question remains: did this quarter reaffirm your faith in Big Tech? Who surprise you the most? Is AI boom still the best theme in stock market?
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Comments

  • Porter Harry
    07-22
    Porter Harry
    Agree with you. But we need to see the financial reports to estimate the contribution of its AI.
  • Heartbeat12
    07-22
    Heartbeat12
    This could be a significant turning point for Apple
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