Apple Rout Confain shaves

apple (AaplThe shares decreased by approximately 18 % of its record in December, threatening more than $ 700 billion from the maximum of the iPhone maker market while investors scrutinize AI and evaluate the opposite winds of the macroeconomic.

Apple shares were closed at a level higher than $ 259 on December 26-just two weeks later The technology giant has added Chatgpt to its iPhone as part of its second exhibition for Apple Intelligence Ai features The company’s market ceiling rose to $ 3.9 trillion.

Last week alone, Apple shares decreased by 11 %, and I saw them The largest weekly loss since November 2022. Until midday, the IPHONE Maker market roof was approximately $ 3.2 trillion.

Apple shares suffered in the first months of 2025 Large technology shares have led a wider contraction in the stock market, led by investors’ fears of artificial intelligence, disappointing.. Apple also faced its own setbacks.

For one, Apple AI strategy shows disturbing cracks. Apple on March 7 The launch of Siri was upgradedSiri’s new Siri takes longer than the company expected and should come out later this year. This step has prompted the MORGAN STANYY analyst to reduce the target price of the share to $ 252 from $ 275 and reduce iPhone sales forecast. Analysts, led by Eric Wooding, expect that Apple will charge 228 million iPhone in 2025 and 237.5 million in 2026, with a decrease from its previous estimates of 230 million and 255 million, respectively.

Wooding wrote in an analysis on March 12, according to the Impositors of Morgan Stanley for consumers, “” Siri Aid “, which was promoted, is the feature of the upcoming iPhone number 1 who is interested in promotion.”

“Given that the previous iPhone’s expectations assumed that the launch of iOS18.4 in April 25 would integrate Siri more advanced along with the broader Apple Intelligence language and speed upgrade rates in this fall, we believe that it is necessary to reduce the assumption of the upgrade rate (iPhone), FY26 charging, as Siri is more advanced and cannot be it. Available until after the launch of iPhone 17 “.

He added: “This does not mean that other factors cannot support the growth of iPhone in the 26th fiscal year … but without” the application of the artificial intelligence killer “in the market before the launch of iPhone 17, we do not see AI’s features that contribute to speeding up the upgrade rates as we did previously.”

In addition to the heat on the Apple, Trump’s tariff threatens China by adding two billion dollars to the company’s costs to goods and services over the next 12 months, according to the Morgan Stanley analysis last week.

The Trump administration also puts a large part of the annual Apple revenue. This is because of Last week, the Ministry of Justice stood with a company with the previous administration in the Federal Judge’s claim to prevent Google from paying companies such as Apple to secure its search engine as a default. On devices such as smartphones – generated from $ 18 billion to $ 20 billion in Apple revenue annually, Bernstein’s analysts estimated. Administration Apparently a strong position on technology It can be bad news for Apple monopoly battle with the Ministry of Justice.