Siri AI Delay Hits Apple: Stock Drops After WWDC 2025
Global anticipation was high for Apple’s WWDC 2025, especially around its expected advancements in artificial intelligence. However, the event ended with mixed reactions — and for many investors, disappointment. Siri AI delay made Apple’s stock dropped by 4.6% within hours of the keynote, reflecting growing concerns that the company is falling behind in the AI race, particularly when compared to rivals like Google, Microsoft, and OpenAI.
The main reason? A noticeable delay in the evolution of Siri. While competitors showcased AI-powered assistants with generative capabilities far beyond anything seen before, Siri remains limited, with an update that offers improvements but still falls short of matching the competition’s capabilities.
What Happened at WWDC 2025?
During the event, Apple revealed updates to its hardware and software lineup, including improvements to iOS, macOS, and new chipsets focused on energy efficiency and graphic performance. However, when it came to AI, the announcements were underwhelming.
While Google and Microsoft have fully integrated large language models (LLMs) and generative AI into their ecosystems—offering tools like automatic summaries, image generation, and advanced task automation—Apple delivered only incremental upgrades to Siri. The assistant still relies on structured commands and lacks a natural conversation flow powered by generative AI.
CEO Tim Cook admitted during the keynote that Apple is “working on something big,” but a full-scale generative AI integration won’t arrive until sometime in 2026—at the earliest.
Market Reaction
The market responded immediately. Following the WWDC, Apple’s stock dropped 4.6%, wiping out approximately $145 billion in market value in less than 24 hours.
Analysts pointed to the clear contrast with how competitors are moving forward:
- Microsoft — deeply integrated with OpenAI, deploying Copilot across Windows, Office, and Azure.
- Google — showcasing Gemini AI, now embedded into Android and Google Workspace.
- Meta — advancing with Llama 3 and multimodal AI tools in social platforms, ads, and the metaverse.
Apple, in comparison, continues its conservative approach, focusing on privacy-first policies and local device processing, which limits the rapid adoption of cloud-based generative AI models.
Why Did Apple’s Stock Drop After the Siri AI Delay?
Several factors contribute to Siri’s AI delay:
- Privacy-first philosophy: Apple prioritizes on-device processing and data privacy, limiting cloud-based AI implementations.
- Lagging infrastructure: Unlike Google and OpenAI, Apple was slower to build AI-dedicated superclusters and distributed training networks.
- Hardware-first focus: Apple’s historic focus has been on devices, not on AI software development.
- Lack of partnerships: Unlike Microsoft’s collaboration with OpenAI, Apple chose to develop its own AI systems in-house, resulting in slower progress.
What Did Siri Announce?
Despite criticism, Siri did receive some updates, including:
- Better contextual commands on iPhones and Macs.
- Improved integration with native apps like Mail, Calendar, and Reminders.
- Task chaining (e.g., “Send an email to John, then create a reminder about it”).
- Slightly more natural responses to simple prompts, but still far from generative AI standards.
However, Siri still lacks generative AI capabilities—no text generation, no smart summaries, no image creation, and no deep conversational AI, features already native to Google Gemini, Microsoft Copilot, and ChatGPT.
Expert Opinions
Market and tech analysts were quick to weigh in. Many agree that Apple risks losing ground in the AI space if it doesn’t accelerate development.
Several investment firms labeled the presentation as “below expectations in AI,” while major outlets like Bloomberg and TechCrunch emphasized that Apple “must rapidly adjust its AI strategy to remain competitive.”
Comparison with Competitors
| Company | AI Solution | Status |
|---|---|---|
| Microsoft | Copilot + GPT-4o | Fully deployed in Windows, Office, Azure |
| Gemini AI | Integrated into Android, Workspace, Pixel | |
| Meta | Llama 3 + Multimodal AI | Active in social platforms and metaverse |
| Apple | Updated Siri (no generative AI) | Planned for 2026 |
Challenges Facing Apple
Apple now faces a critical inflection point:
- Accelerate AI development: Massive investment is needed in generative AI and LLMs.
- Balance privacy with capability: Apple must find a middle ground between privacy and offering robust AI features.
- Potential partnerships: Industry rumors suggest possible collaborations with Anthropic or even OpenAI.
- Risk of continued devaluation: Without a competitive AI offering by 2026, Apple could lose significant market share in digital services.
The Future of Siri and Apple AI
One thing is clear: Apple can no longer rely solely on its hardware excellence. The future for tech giants will be determined by their ability to embed AI deeply within their ecosystems — and right now, Apple is at a disadvantage.
That said, Apple has a history of entering markets late and still dominating. It happened with Apple Music in streaming and the Apple Watch in wearables. So while it’s behind today, the company has the resources and talent to pivot — but it must act quickly.
FAQ
- Why did Apple’s stock drop? Investors are concerned that Apple is lagging behind in generative AI compared to competitors.
- Does Siri now have generative AI? No. Siri’s updates are incremental without generative AI capabilities.
- When will Apple launch generative AI? According to the keynote, not before 2026.
- Does this affect users now? Not directly, but Apple users will have fewer AI features compared to Android or Windows ecosystems for the foreseeable future.
Conclusion
Apple’s post-WWDC 2025 stock drop sends a clear message: the market expects more from the company in AI. While Google, Microsoft, and others continue pushing boundaries, Apple is racing against the clock to avoid becoming digitally irrelevant.
The future of Siri — and Apple’s position in the AI arms race — is uncertain. But one thing is clear: in the AI revolution, standing still is not an option.
Ps.: I’m still waiting for a foldable iPhone from Apple. Will it come?
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