Could Apple Inc.’s Delayed AI Play Be One of Its Strongest Moves Yet? Apple's Patient AI Strategy: A Strategic Hedge

Send us Fan Mail Could Apple’s delayed rollout of Apple Intelligence actually be a good thing for the company? As many of the largest tech companies invest heavily in AI and even more worrisome between each other, Apple is continuing to see its stock grow based in actual consumer sales. If AI doesn't produce soon the type and size of returns expected by investors, those heavily invested AI companies such as Nvidia, Microsoft, Meta, Amazon and Google could see their market cap shrink, even significantly in some cases as talk of an AI Bubble increases while Apple may avoid the investors backlash as the safe company that almost entirely justify its valuation based on existing and predictable sales.