Apple Stock Rises as Company Eyes Anthropic/OpenAI for Siri in Major AI Shift
The Apple stock is climbing again. The reason? Big news in the AI world. Reports say Apple is in talks with OpenAI and Anthropic. These are two of the biggest names in artificial intelligence right now. If this deal happens, Siri could soon get a major upgrade.
For years, Siri has stayed mostly the same. While other tech giants like Google and Microsoft raced ahead with smarter AI tools, Apple held back. But that seems to be changing now. The company appears ready to catch up and maybe even lead.
This move could change the way we use Apple devices. Smarter AI means better conversations, faster help, and more useful features. It also shows that Apple is taking the future of AI seriously.
So, what does this mean for Apple, its users, and investors? Let’s discuss.
Apple’s AI Pivot: A Bold Move for Siri and Shareholders
Apple’s stock popped more than 2% on June 30, 2025. That jump came after news that Apple might team up with OpenAI or Anthropic to boost Siri’s smarts. This is a big shift. Until now, Apple relied on its own AI. Now, it may turn to outside experts. We’ll walk through what this means for Siri, Apple’s stock, users, and investors.
What Just Happened?
On June 30, Bloomberg broke the news. Apple is in talks with OpenAI and Anthropic about using their large language models (LLMs) inside Siri. Sources say Apple wants these models tailored to run on its cloud. The deal is not final yet. But the stock spike shows investor interest.
The Apple Stock Response
Apple shares hit around $205 after the report, up almost 2%. The move suggests that investors are happy with the shift.
But note: Apple’s stock is still down nearly 20% this year, trailing behind the “Magnificent Seven” tech giants.
Why Apple is Under Pressure?
Apple has lagged in AI. Siri updates proclaimed at WWDC 2025 didn’t ship. Craig Federighi admitted Siri’s AI wasn’t ready. That sparked a 2½ % drop in the stock during the keynote. The delays show Apple’s in-house AI isn’t keeping pace.
Who are OpenAI and Anthropic?
- OpenAI is known for ChatGPT and GPT‑4 models. It recently bought hardware startup io for $6.5 billion and now uses Google’s TPUs.
- Anthropic makes the Claude models. Founded in 2021, it focuses on safe AI and is backed by Amazon and Google.
These firms build top-tier LLMs, far ahead of Apple’s internal models.
What Apple Could Gain?
By using third-party AI, Apple can:
- Speed up Siri improvements – launching smarter features sooner with OpenAI or Anthropic’s tech.
- Keep data private – training and running the models on Apple-controlled cloud.
- Stay competitive – catching up with Google’s Gemini and Samsung’s Galaxy AI.
Apple still plans to offer its own AI, but now uses a hybrid approach.
Challenges Apple Might Face
We see four big issues:
- Cost – Anthropic’s model could cost billions yearly in licensing.
- Privacy promise – Relying on others might hurt Apple’s “privacy-first” image.
- Talent drain – Key AI staff have left, and outside partnerships may not solve that.
- Execution roadblocks – Bringing external models into Apple’s ecosystem is tricky.
Apple Stock & Broader AI Strategy
Apple is not just talking to these two. It also explored buying Perplexity AI, a startup that excels in search and context. That deal could boost Siri’s reasoning skills. But it’s a big step with legal and integration risks.
Why It Matters to Users?
For everyday users, this could mean:
- Smarter replies – Siri may answer complex questions better.
- Faster learning – Models from OpenAI/Anthropic update more often.
- New features – Better translations, proactive help, app workflows, etc.
Basically, Siri would be more helpful, reliable, and usable.
Why Investors Should Care
This shift is big for investors:
- Revenue boost – Smarter AI can increase iPhone and software upgrades.
- Services growth – Apple could charge for premium AI features.
- Ecosystem power – Improved AI encourages users to stay in Apple’s world.
- Stock upside – Analysts say a successful AI rollout could lift the stock to $235-$250.
Still, it’s not risk-free. Licensing costs, privacy pitfalls, or failed execution could keep stock flat.
Apple vs. The Competition
Right now:
- Google leads with Gemini.
- Microsoft invests heavily in OpenAI.
- Meta uses open-source Llama.
- Amazon builds models like Titan.
- Apple is now the only major firm relying on others.
This move puts Apple back in the AI game.
Apple Stock & Features: Long-Term Outlook
Apple is taking a hybrid approach own small models + third-party big models on its private cloud.
This lets them:
- Move fast, using outside breakthrough AI.
- Keep control, thanks to on‑cloud infrastructure.
- Maintain privacy, since they host models themselves.
If successful, this model could be a template for future innovation.
Final Take
We’re watching a turning point in the Apple stock and AI story. Stock gains after the news show optimism. But success depends on managing costs, privacy, and tech hurdles.
If Apple pulls this off, we’ll see a smarter Siri, a stronger ecosystem, and a possible bounce in services and hardware sales. For investors, this pivot is a make-or-break moment.
But one thing’s certain: Apple is no longer standing still in the AI race.
Frequently Asked Questions (FAQs)
AI has helped Apple improve features like face recognition, photo editing, and voice commands. It’s also used in apps like Siri, Maps, and the iPhone camera system.
Apple bought AI companies like Turi, Xnor.ai, and Laserlike. These helped Apple with machine learning, privacy tools, and smarter search results in Siri and other services.
Yes, Apple is working on its own AI. They are building small models for devices and may use big models from others, like OpenAI, on private Apple servers.
Apple does not share exact numbers, but reports say it spends billions each year on AI, including hiring talent, buying AI startups, and building new AI tools.
Disclaimer:
This content is for informational purposes only and not financial advice. Always conduct your research.