Apple's New Artificial Intelligence (AI) Strategy Could Be a Genius Move

Core Insights - Apple is currently lagging in the AI sector but is exploring strategies to become competitive, including potential acquisitions of AI companies [1][2][4] - CEO Tim Cook indicated that acquiring a generative AI company could significantly enhance Apple's development pace and position in the AI market [4][6] - Potential acquisition targets include OpenAI, Anthropic, and Perplexity, with Perplexity being the most feasible option due to its lower valuation [5][7][8] Financial Performance - Apple reported double-digit revenue growth in Q3 2025, marking a positive turnaround after a period of stagnation since 2022 [9][11] - Despite limited AI features compared to competitors, Apple is showing signs of recovery, raising questions about the necessity of AI in driving product sales [11][12] Market Position and Future Outlook - The company is at risk of falling behind in the AI arms race if it does not take significant action, such as acquiring an AI company [12][13] - The investment thesis surrounding Apple could improve dramatically with a successful acquisition, particularly of a company like Perplexity [13]