AAPL: Apple Labeled a ‘Loser’ in the AI Race — With a $490M Lesson Still in the Rearview
Bacaan 1 minit
Court: N.D. California
Case: 4:19-cv-02033
⚡ Key Points:
- Apple stock down 15% YTD while peers like Nvidia hit new highs
- Analysts say Apple is falling behind in the AI revolution
- $490M investor settlement remains unresolved
Apple faces growing criticism over its AI strategy — and some on Wall Street say the company is watching the revolution pass it by.
📉 Apple Losing Ground in AI-Fueled Market
- Apple shares are down 15% in 2025, as Big Tech rivals soar on AI breakthroughs.
- Critics argue the company has failed to deliver on Apple Intelligence and is trailing in generative AI development.
- Dan Ives says Apple is “on a bench at a rest stop” while the AI race speeds ahead — and acquisition may be the only way to catch up.
- Some suggest Apple should acquire Perplexity for ~$30B to gain relevance in the space.
🧠 Time Running Out to Win the AI War
- Analysts believe Apple has 24 to 36 months to regain momentum before it risks an “AOL moment.”
- Executive exits, slow innovation, and geopolitical risks like tariff threats are eroding investor confidence.
- Still, Apple holds $80B in cash and sees strong performance in Services, now 24% of total revenue.
- With 60% of revenue from international markets, a weaker dollar could offer near-term relief.
⚖️ Meanwhile: $490M Still on the Table
- At the same time, Apple agreed to a $490 million settlement with
AAPL investors over claims it misled them in 2018 about declining iPhone demand in China. - Cook assured investors China was strong — then, two months later, Apple slashed forecasts by $9B, causing a 10% drop in share price.
- The lawsuit alleged Apple hid the impact of the trade war, battery replacement discounts, and competition from cheaper rivals.
- Investors who held AAPL between Nov 2018 and Jan 2019 may still qualify for payment.
🔍 Final Take
- Apple’s future may hinge on an AI comeback — but credibility takes time to rebuild.
- For many, doubts about leadership and transparency aren’t just recent concerns — they date back years.
You can check more information about the AAPL settlement and file for payment HERE.