Apple(US:AAPL) Feng Huang Wang·2026-02-12 23:49Core Viewpoint - Apple experienced its worst trading day since April of the previous year due to delays in the AI update for its voice assistant Siri and scrutiny of its news application by regulatory authorities [1][2]. Group 1: Stock Performance - As of Thursday's market close, Apple's stock price fell by 5%, erasing all gains made in 2026, with a cumulative decline of nearly 4% year-to-date [2]. - The stock's recent performance has been influenced by concerns from Wall Street regarding excessive spending by large tech companies in the AI sector [3]. Group 2: Product Updates - Reports indicated that the highly anticipated Siri AI update has been postponed internally to May or even later, with features now expected to be rolled out in phases over several months [2]. - Despite the delays, Apple stated that it still plans to launch the Siri update as scheduled in 2026 [3]. Group 3: Regulatory Scrutiny - The U.S. Federal Trade Commission (FTC) has warned Apple against suppressing conservative content on its Apple News platform, indicating that such practices could violate laws aimed at preventing corporate deception of consumers [3].