Apple Inc. ’s (NASDAQ:SPCX) Grokbot first.
Users Will Be Hard to Win Back In a post on X, the Managing Partner at Deepwater Asset Management said that once people connect their lives to an AI, set up their workflows, and start paying $20 or more a month, it will be harder to get them to switch to Siri in any meaningful way. “Siri can be a great personal AI, but Apple needs to move faster,” Munster added.
Apple's AI risk isn't the iPhone losing out. It's getting boxed out of the services upside.
5 million downloads in its first two weeks. Bank of America Securities analyst Wamsi Mohan said Apple can keep every handset sale and still lose discovery, referral and transaction initiation.
Apple shipped a rebuilt Siri AI with iOS 27 last month, built on custom Google Gemini models, but Mohan said it still lacks persistent background tasks, third-party action coverage, and a payment rail at Muse’s level. 34.
Benzinga Edge rankings indicate Apple’s stock has a Momentum score in the 88th percentile and a Growth score in the 40th percentile. See More: Top Momentum Stocks Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
