WWDC25: Apple’s AI Party Was Too Little, Too Late — And Investors Left Early

<p data-start=”185″ data-end=”527″>At Apple&rsquo;s much-hyped WWDC 2025 keynote, the tech giant attempted to dazzle the world with its shiny new toy: &ldquo;Apple Intelligence.&rdquo; But investors weren&rsquo;t exactly clapping. Instead, they were clicking the sell button. Apple shares dipped 1.5% following the event &mdash; a clear sign that the market didn&rsquo;t get the AI breakthrough it was hoping for.</p>
<p data-start=”529″ data-end=”894″>The event, held on June 9, was supposed to mark Apple&rsquo;s grand leap into the artificial intelligence arms race. It saw the announcement of iOS 26, iPadOS 26, macOS Tahoe, and other software updates from the Cupertino giant. However, apart from a UI overhaul called ‘Liquid Glass’, there is absolutely nothing worth talking about, especially for owners of the iPhone, Apple’s top-selling product.</p>
<p data-start=”529″ data-end=”894″>Instead, it raised eyebrows and blood pressure on Wall Street. Apple unveiled smarter Siri features, app automation, and a suite of AI tools meant to compete with rivals like Google and Microsoft. But it felt more like a &ldquo;me too&rdquo; than a &ldquo;next big thing.&rdquo;</p>
<h3 data-start=”1007″ data-end=”1058″><span style=”color: #ba372a;”>$750 Billion Later, Apple Slides to Third Place</span></h3>
<p data-start=”1060″ data-end=”1385″>Let&rsquo;s talk numbers &mdash; the kind that make shareholders sweat. Apple opened the day at $204.34. As the keynote unfolded, so did investor enthusiasm. By afternoon, the stock had dropped to $201.18, shaving off nearly $2.50 per share. That&rsquo;s a 1.23% fall in a single session, and the latest addition to a much gloomier 2025 trend.</p>
<blockquote class=”twitter-tweet”>
<p dir=”ltr” lang=”en”><a href=”https://twitter.com/hashtag/WWDC25?src=hash&amp;ref_src=twsrc%5Etfw”>#WWDC25</a> did not impress <a href=”https://twitter.com/search?q=%24AAPL&amp;src=ctag&amp;ref_src=twsrc%5Etfw”>$AAPL</a> <a href=”https://t.co/AnjokORPQl”>pic.twitter.com/AnjokORPQl</a></p>
&mdash; Barry Schwartz (@rustybrick) <a href=”https://twitter.com/rustybrick/status/1932159972294697359?ref_src=twsrc%5Etfw”>June 9, 2025</a></blockquote>
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<script src=”https://platform.twitter.com/widgets.js” async=”” charset=”utf-8″></script>
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<p data-start=”1387″ data-end=”1779″>Year-to-date, Apple stock has plummeted between 16% and 20%. That translates to nearly $750 billion in market value &mdash; evaporated. For context, that&rsquo;s like losing a Meta and a Netflix, <em data-start=”1569″ data-end=”1579″>combined</em>. The once-untouchable titan has now slipped to third place globally, trailing behind Microsoft ($3.44 trillion) and Nvidia ($3.31 trillion), while Apple’s own market cap hovers around $3.28 trillion.</p>
<p data-start=”1781″ data-end=”1900″>Let that sink in: a chipmaker now beats Apple at its own game. The irony would be hilarious if it weren&rsquo;t so expensive.</p>
<h3 data-start=”1907″ data-end=”1954″><span style=”color: #ba372a;”>Wall Street Wanted Fireworks &mdash; Got a Sparkler</span></h3>
<p data-start=”1956″ data-end=”2317″>This WWDC was no typical dev fest &mdash; it was the moment Apple was expected to reassert its dominance in AI. Instead, it felt like a polite press conference. Traders were reportedly pricing in a 3% to 4% swing based on the announcements. With a 1.5% drop now in the books, the rest of that swing might depend on whether reviews of &ldquo;Apple Intelligence&rdquo; turn the tide.</p>
<p data-start=”2319″ data-end=”2585″>But for now, the market&rsquo;s message is loud and clear: Apple&rsquo;s AI play looked more like catch-up than breakthrough. While rivals have been racing ahead with flashy generative AI tools, Apple appears to be cautiously jogging &mdash; possibly while asking Siri for directions.</p>
<p data-start=”2587″ data-end=”2727″>Even die-hard fans might agree: for a company that prides itself on &ldquo;one more thing,&rdquo; this time, that thing felt more like &ldquo;just one thing.&rdquo;</p>
<p data-start=”2734″ data-end=”2898″ data-is-last-node=”” data-is-only-node=””><strong data-start=”2734″ data-end=”2746″>TL;DR:</strong> Investors tuned in for a revolution. What they got was a revised Siri and a $750 billion drop in value. Welcome to the age of Apple… playing it safe.</p>

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