There were reports that the upgrade plan for Apple's intelligent voice assistant Siri was delayed, and Apple's news application faced regulatory review. Subsequently, Apple's stock price experienced its worst single-day performance since April 2025. On Thursday, Apple's stock price fell 5%, not only erasing all gains this year, but the cumulative decline since 2026 has been close to 4%.
According to reports, the long-awaited artificial intelligence upgrade of Siri, the iPhone’s smart assistant, has been postponed to May within Apple, or even later.
According to reports, the upgrade was originally expected to be launched within a few weeks, but the company may slowly roll out relevant functions in batches over several months.
Apple said related features are still planned to be launched in 2026.
On Wednesday, U.S. Federal Trade Commission (FTC) Chairman Andrew Ferguson sent a letter to Apple CEO Tim Cook, asking him to review the terms of service and content recommendation strategy of Apple News.
Ferguson cited recent "reports" that Apple News has problems favoring left-leaning media and suppressing conservative content.
Last month, Apple reported first-quarter earnings that exceeded Wall Street expectations. However, the market has recently been concerned that large technology companies have invested too much in the field of artificial intelligence, which has dragged down Apple's stock price to a certain extent.
On Tuesday, UBS downgraded its rating on the U.S. technology sector to neutral, citing "uncertainty in the software space" and excessive corporate capital spending. In the previous week, there had been a sell-off in software stocks, and investors turned cautious towards the sector.