WS #13136
Apple confirms Siri AI will be paywalled via iCloud+ subscriptions, while stock falls 9% on memory chip shortage and services miss, contradicting the broader tech rally. Amazon's AWS backlog explosion and Microsoft's record gain validate AI capex, while the Situational Awareness fund collapse is seen as a potential bottom for AI stocks.
Apple Siri AI Paywall and Supply Chain
Apple confirms Siri AI will be paywalled via iCloud+ subscriptions, while stock falls 9% on memory chip shortage and services miss, contradicting the broader tech rally.
Amazon's AWS backlog explosion and Microsoft's record gain validate AI capex, while the Situational Awareness fund collapse is seen as a potential bottom for AI stocks.