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Apple Stock Hits Record Territory as Traders Sour on AI Spending‎

Apple shares have rallied 15 percent since their worst day on the stock market in more than a year, adding almost $600 billion in value since June 25 and returning the stock to record territory (via Bloomberg). The rebound comes as investors grow uneasy about the mind-boggling sums of cash continually being poured into the AI data center buildout, despite there being no obvious indicator for when investors will get a return on their investment. Apple's decision to sit out the data center spending spree and instead pay Google for access to its frontier AI models is being increasingly seen by traders as an asset rather than a liability. Apple is using Google's Gemini to underpin the revamped version of Siri and new Apple Intelligence features across its platforms. Apple's WWDC presentation last month of upcoming AI features in iOS 27 and macOS Golden Gate initially sent the stock lower, but it has since rebounded in impressive fashion. The rally has occurred in spit of the fact that Apple is facing pressure from soaring memory chip costs, which was what prompted the company to raise prices on Macs, iPads, and its Home devices on June 25. That was the move that triggered the company's worst single-day stock drop since April 2025, with shares closing at $275.15. Apple's iPhone models were spared similar price hikes, but the company has hinted that further increases could follow. Investors are also viewing Apple's upcoming foldable iPhone, expected in September, as a potential catalyst, according to Bloomberg. Nikkei reported earlier this month that Apple told suppliers to prepare for around 10 million units this year, up from a prior forecast of seven to eight million. Apple shares are now up 16 percent in 2026, making it the best performer among the "Magnificent Seven" tech giants, which includes Microsoft, Amazon, Alphabet, Meta, Nvidia, and Tesla. AAPL closed at $315.32 on Friday, just shy of its all-time high of $317.40 set in early June. In the coming days, MacRumors will be speaking with a prominent technology commentator about whether Apple's decision to avoid the AI data-center arms race is actually becoming a strategic advantage. Stay tuned.Tag: BloombergThis article, "Apple Stock Hits Record Territory as Traders Sour on AI Spending" first appeared on MacRumors.comDiscuss this article in our forums

15:38

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Meta Pulls AI Image Feature From Instagram Days After Launch‎

Remember that new feature Meta announced last week that let people use public Instagram posts and reels to generate AI content? It didn't last long. Meta pulled the feature from Instagram late on Friday, following widespread criticism over privacy concerns. "Our intent was to provide a useful creative tool and to give people control over whether their public content could be referenced in this way," Meta said in a statement. "We've heard the feedback that this feature missed the mark, so ⁠it's no longer available," the company added.Tag: MetaThis article, "Meta Pulls AI Image Feature From Instagram Days After Launch" first appeared on MacRumors.comDiscuss this article in our forums

15:38

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5 New Waze Features Rolling Out Now: Here Are All the Details‎

Google today announced that Waze is getting a handful of new features, including some Gemini-powered personalization enhancements for Conversational Reporting. Conversational Reporting already uses Gemini when users report traffic incidents like slowdowns, but now you can use it to suggest map updates like road closures or outdated addresses. Saying something like "The road is closed here" will prompt Waze to send the information to local map editors, who then verify the suggestion and update the map for everyone. Google says reporting road updates conversationally is rolling out now globally on iOS and Android. Elsewhere, Gemini is being recruited in Waze to help users who know what they need to get, but don't know where to get it. Before navigating somewhere, you can tap the search voice icon to ask questions like "Find me a coffee shop that's open right now," "Find me parking close to Grand Mall" or something more specific like "Find me a gas station nearby with the lowest prices." Google says Waze will respond with a list of options that you can navigate using your voice. The feature is also rolling out worldwide now on all platforms. In addition, Waze is getting an option to adjust to a "less chatty" mode for voice prompts, so that interacting with the app's driving directions doesn't intrude as much on a driver's music or podcast listening. Waze is also getting a new Motorcycle Mode that includes two-wheeled shortcuts and more accurate ETAs for more optimal routing. Lastly, Waze will now suggest routes based on your previous trips, augmenting its hyperlocal understanding of a city's traffic patterns. So if you prefer driving on highways over local streets with multiple stops, you'll see those suggested first. It's an optional setting that can be toggled on or off, and it's rolling out now in Argentina, Brazil, Colombia, Malaysia, Mexico, Peru and the Philippines on Android and iOS, with more countries coming soon.Tag: WazeThis article, "5 New Waze Features Rolling Out Now: Here Are All the Details" first appeared on MacRumors.comDiscuss this article in our forums

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Report: Apple Agreed to Intel Chips Amid White House Tariff Talks‎

Apple faced pressure from the White House to use Intel's chipmaking plants while it was negotiating relief from semiconductor tariffs last summer, reports The Wall Street Journal ($). In August 2025, Apple CEO Tim Cook was in Washington to lobby the Trump administration to drop its proposed 100 percent tariff on semiconductor imports – a levy that would have raised costs across Apple's product line. Apple reportedly secured an exemption after pledging to invest hundreds of billions of dollars in the U.S., although many of those investments were already planned. During the meetings, president Trump and commerce secretary Howard Lutnick are said to have urged Cook to use Intel's fabrication plants to make some of Apple's chips. The link between the tariff talks and the Apple-Intel deal had not been previously reported. Almost a year later, Trump announced via his Truth Social platform that Apple would begin using Intel-made chips in some products. "We need to design and build our Chips right here in America," the president posted. The news sent Intel shares to record highs. According to a person familiar with the negotiations cited by the WSJ, Apple plans to have Intel make chips for both Mac laptops and iPhones. The report doesn't say which chips or in what volume, and Apple is expected to remain reliant on Taiwan Semiconductor Manufacturing Company, or TSMC, for the majority of its custom silicon. Apple hasn't looked to Intel as a supplier before, both because the chipmaker has trailed rivals like TSMC and Samsung and due to the rocky history between the two companies. The report suggests the arrangement is part of a wider administration effort to prop up Intel, especially since the U.S. government converted $9 billion in federal grants into a 10 percent equity stake last year, making it the chipmaker's largest shareholder. Nvidia and SpaceX have also signed deals with Intel since then, reportedly with similar pressure applied by the Trump administration. Intel's foundry business posted $10.4 billion in operating losses over its last four fiscal quarters, and outside customers have in recent years doubted its ability to reliably produce usable silicon at a high volume. The WSJ report gives no timeline for when Intel-made chips might appear in shipping Apple products, and Apple has not commented on the arrangement.Tags: Intel, The Wall Street JournalThis article, "Report: Apple Agreed to Intel Chips Amid White House Tariff Talks" first appeared on MacRumors.comDiscuss this article in our forums

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