Apple fall behind the magnificent 7 rivals while and stumbled stocks star-news.press/wp

The technical supplies “Magnificent seven” led market post-pandemic bracket. But as a big technical sprint in the future AI, one big name dangerously fall behind: Apple (AAPL). Once undisputed technology severe weight, risks all become increasingly magnificent.

While Others – Google Parental Alphabet (Googl), Amazon (Amzn), Facebook parent target (Target), Microsoft (MSFT), Nvidia (Nvda) and Tesla (Tsla) – race forward thanks to jumps in AI and demand for data centers, Apple gets stuck on the vice versa. The price of his share so far is about 18%, which makes it the worst member of Mag 7 – and withdrawing on a very technological rally that once helped to drive. Once the most valuable society in the world, Apple’s market cap is now third place, behind Microsoft and Nvidia. Wall Street message? Apple is still important but no longer sets a tone.

Apple’s Mag 7 peers have scared new trails with AI in recent years. Microsoft has Built-in generation AI to the office, windows and azur – and is Work at the next border, Agentic AI. Google oversized twins over all his products. The target is Rotate from machine-learning metaders. Amazon crossed deep into infrastructure and tools for developers through AWS to position himself as AI Enabler. Tesla dated the trail in the forefront of the embodied AI, from car to robot. And Nvidia’s chips They became synonymous with the infrastructure that powered industry.

Meanwhile, apple, late last year, finally presented apple intelligenceApartment AI’s functions and Siri revamp that drives Chatgpt. But the apple was late to the party, he relied greatly on his partner, not a breakthrough, and he could barely have a recess. Rollout is slow, the characteristics are still limited and easily entered elsewhere, and Apple has not announced a lot more. At a market moment, which is quickly defined, gleaming and moves, the company appeared late – and quietly.

The last thing Apple announced the type of pro, his $ 3,500 headphones that were set as a new computer platform. But Sales were in doubtAnd the interest of the programmer was worried. Analysts now say that less than 500,000 units were sold in the first year, a fraction of expectations. The company is Attempted autonomous vehicle also rose. He gave himself after 10 years and more than $ 10 billion.

Technology is an emergency and Apple business job, a company behind the iPhone and Ipad, did not have a hit for a while. Meanwhile, the former Boss Apple Design Jony Ive is Work with Openai At the big bet: 100 million physical AI “Drumak” that the company hopes to be completed by the end of next year. In other words, devices that could threaten the dominance of iPhone.

While Apple’s Mag 7 peers build the future, Apple updates the present. This makes cyclic hardware updates, but they are evolutionary, not revolutionary.

Read more: Apple’s brutal year is getting worse all the time

Apple is expected to bring announcements in the coming months. The most interesting could be glasses that are powered and which Bloomberg would report Features of built-in cameras, microphones and speakers. But the target already has smart spectacle partnership with Ban Ray (He). Mark Zuckerberg has sold two million couples since cooperation in 2023. launched and plans to produce 10 million units per year until 2026. years.

Apple’s first-quarter funding report showed that hardware margins release as their product line matures. Apple’s presto gem segment (which includes the App Store, Icloud, Apple Music and Apple TV) grows, but it does not grow fast enough to move hardware stagnation. And the legal supervision of Apple’s App Store are large.

Wall Street loves high margin, high growth stories. Currently, Apple is a high margin, but low growth.

China has been central to Apple’s strategy for years, but the country is now a source of stress, slipping and sales sales. At the end of 2024. Year, more than 20% of iphone ships in China have been stated on counterpost research. Based on the channel data for the first quarter of 2025. years, Apple is now on the fifth in the Chinese smartphone market. And Apple can even not lean on their AI play as a differenter in China. The integration of the Chatgpt company, part of Apple’s Intelligence, had to take away from the iPhone to abide by Chinese General Rules AI.

Fighting wrinkles in China do not even take into account the rule – and massive – economic windmills from the Tariff of President Donald Trump. On the last revenues of Apple, the whole team Cook said that the company could assess $ 900 million added to the cost of this quarterAssuming that tariff rates have remained the same. Trump tariffs in China came down, but they remain unpredictable, and the apple is almost certain to feel their influence.

Apple had to reconsider its once-wown black power chain as geopolitics, nationalism and business risk. In the past two years, the company has aggressively shifted production from China – pumping billions in India and transfer the selection operations for components such as airpods and MacBooks.

But Trump repeatedly attacked an apple and cook for moving production in India, not the US president a recent floating idea 25% of tariffs on all import iPhones. And the chef was especially lacking from Trump’s Middle East Tech Tour, who had other large technological leaders. Once considered Trump whisperer Big Tech, Cook has become a more distant figure from the White House in recent months.

The announcements in the coming months could, of course, change things for Apple. Microsoft Stock are 14 years after Bill Gates deviated as the executive director and Steve Ballmer, but the company’s rocket ship managed Ballmer in 2014. And broke the company toward the cloud. Apple could also surprise Wall Street with a radiant Ai Demo, a set of tools or changes in the strategy.

Yes, Apple continues to dominate devices. But at the moment defined by ambition, speed and and overpower, it was not enough. Currently, Apple doesn’t lose. He just doesn’t lead. And on the AI ​​market, it could be worse.