Were battered earlier this year as the iphone maker faced repeated complaints about its lack of an. Apple’s slow ai pace becomes a strength as market grows weary of spending apple intelligence photographer Chris ratcliffe/bloomberg by ryan vlastelica and felice maranz december 9, 2025 at 2:46. Plus, as wall street gets squeamish about the massive amount of capital expenditures being dedicated to developing ai, apple already has this position without all the spending “the stock is expensive, but apple’s consumer franchise is unassailable,” moffett said. Apple's restrained ai spending — $14 billion versus microsoft's $94 billion and meta's $70 billion — is emerging as an advantage as investors scrutinize tech spending.
Apple’s cautious ai rollout is turning from risk to strength as market sentiment shifts away from high ai spending This video breaks down how apple’s measured approach contrasts with ai. Reflective of cooling retail interest is middling stock performance for apple, especially by its high standards It's up 12% year to date, trailing the s&p 500 by almost five percentage points. The shift reflects the market’s questioning of the hundreds of billions of dollars big tech firms are throwing at ai development, as well as apple’s positioning to eventually benefit when the technology is ready for mass use.
OPEN
