WWDC could be Apple's chance to prove it's an AI winner

Apple's annual Worldwide Developers Conference, which kicks off on Monday, could be the AI catalyst investors have been waiting for. The event is also the last WWDC overseen by Tim Cook before he hands over the CEO role to hardware chief John Ternus, and it may be Cook's final opportunity to reshape his legacy on AI.

The Information says Apple is expected to showcase a new AI-driven Siri powered by Alphabet's Google Gemini and running on Nvidia chips. Wall Street analysts say the conference could change how the market views Apple's AI prospects. Goldman Sachas analysts expect a redefined AI Siri set for September 2026 alongside the next iPhone and note that clear plans to monetize AI could reshape the company's place in the AI era.

Morgan Stanley called WWDC a clear catalyst that could move Apple into the "AI Winner" bucket and suggested Siri/Apple Intelligence 2.0 could deliver agentic AI to consumers at lower cost, integrated across a vast device base.

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