Apple stock has neared record highs in recent weeks as investors and analysts approved of a Google AI partnership announced in January and the latest iPhones have shown strong, continuing sales momentum.
But Apple needs to communicate to investors that it has a strong plan to win in AI and needs to convince developers that Siri and the company’s Apple Intelligence platform are worth building for.
It’s the last annual developer conference for Tim Cook as CEO of Apple, and also an opportunity for the incoming CEO, John Ternus, to communicate directly to Apple’s developers, employees, and fans.
CNBC reporters are on the ground in Cupertino, California, and will track what the iPhone maker says about Apple Intelligence, Siri, iOS, iPadOS, macOS, watchOS, visionOS and tvOS, plus any impact on developers, consumers and investors. —