This article first appeared on GuruFocus.
Apple (NASDAQ:AAPL) heads into WWDC on June 8 with Siri and AI likely to decide whether the event feels routine or meaningful for investors.
The biggest focus is the long delayed Siri revamp. Apple reportedly plans to use Google’s Gemini models to support the assistant, while some queries may tap Nvidia (NASDAQ:NVDA) chips through Google Cloud. Analysts also expect Siri to gain promised features like screen awareness, personal context and deeper access to apps such as Messages, Calendar, Photos and Notes.
The investor angle is monetization. Wedbush analyst Dan Ives thinks Siri and AI could eventually add $75 to $100 to Apple’s share price, while Goldman’s Michael Ng sees AI Siri helping support iPhone demand after iPhone revenue rose 23% year over year in F1H26. Apple may also preview OS updates, better Visual Intelligence, battery improvements and support for more agentic apps.
WWDC is less about flashy demos and more about whether Apple can show a real AI roadmap. The keynote starts June 8.
