Core Viewpoint - Apple has experienced a stock turnaround, achieving a 2% return for the year, despite previous struggles largely attributed to its unimpressive AI strategy [1] Group 1: Stock Performance - Apple stock has turned positive for the year with a 2% return, a recovery from earlier losses [1] - The company was previously in the red for most of the year, reflecting concerns over its AI strategy [1] Group 2: Market Capitalization - Apple was the first U.S. company to reach market caps of $1 trillion, $2 trillion, and $3 trillion, but it lost the race to $4 trillion to Nvidia and Microsoft [2] Group 3: AI Strategy - Apple's AI features announced at WWDC were not groundbreaking and lagged behind competitors, leading to disappointment in the market [4] - The company has failed to capitalize on its lead in digital assistants, with Siri's updates running behind schedule [5] - There is a significant "AI gap" between Apple and other tech companies, raising concerns about CEO Tim Cook's leadership amid calls for his ouster [5] Group 4: Future AI Initiatives - Apple is increasing its capital expenditure towards AI and reallocating personnel to focus on AI features [6] - The company is open to acquisitions to accelerate its AI roadmap, indicating a potential shift in strategy [6]
As Apple Ditches VR Headsets for Glasses, Can AAPL Stock Close Out 2025 Strong?