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Gene Munster Says Apple Stock Sliding After New Siri Delay Highlights The 'Low' Bar Investors Have For The iPhone Maker - Apple (NASDAQ:AAPL)

Apple delays Siri's AI upgrade due to reliability issues, spreading features across iOS 26.4, 26.5, and 27 updates, Bloomberg reports.

  • Apple is delaying the rollout of its upgraded Siri, spreading planned upgrades across iOS 26.4, iOS 26.5 and iOS 27 instead of shipping them all in one release.
  • Apple engineers discovered performance and accuracy issues as internal testers found Siri sometimes fails queries, responds slowly, and falls back to ChatGPT instead of Google's Gemini, prompting rollout delays.
  • Image generation and web search summarization were tested in iOS 26.4 betas using Image Playground and web summaries, while a personalization preview accessing texts and emails is likely to slip.
  • Apple engineers were directed to shift testing to iOS 26.5 while Apple executives face a "fluid" situation; earlier today, Apple released iOS 26.3 with bug fixes.
  • Repeated schedule slips since the Apple Intelligence announcement in 2024 mean features may arrive across multiple updates, with iOS 27 set to treat Siri more like a chatbot in the fall.
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negocios.com broke the news in on Wednesday, February 11, 2026.
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