Latest news with #WorldWideDeveloperConference
Yahoo
3 days ago
- Business
- Yahoo
Why Arm Holdings Stock Soared 30% in June
Through its CPU architecture licensing, Arm has broad exposure to AI growth. The stock seemed to gain on Apple's WWDC conference. Its valuation could put pressure on the stock from here. 10 stocks we like better than Arm Holdings › Shares of Arm Holdings (NASDAQ: ARM) shot up last month on a broader bullish trend in the semiconductor industry that lifted peers like Nvidia and AMD as concerns around tariffs and a potential recession simmered down, and the risk-on artificial intelligence (AI) trade returned. There was no single news item that drove Arm stock higher, but several events combined to send the stock up 30% by the end of the month, according to data from S&P Global Market Intelligence. As you can see from the chart below, the stock marched steadily higher over the course of the month, easily outperforming the S&P 500. There was relatively little company-specific news out on Arm last month, but the company, which is best known for power-efficient CPU architecture, is a close partner of tech giants like Apple and Nvidia, giving it a broad range of exposure across the tech industry. The company, which licenses its architecture to those partners, is also sensitive to the economic cycle, which can drive demand. So it responded favorably to signs that the U.S. economy remained resilient, according to data, even with new tariffs in place. In fact, one of Arm's best days last month came from Apple's World Wide Developer Conference (WWDC), where Apple announced a number of new features to its iOS software and Apple Intelligence. Apple is a major customer for Arm, and the news was enough to drive Apple stock up 4.1% on the day on its second-highest trading volume day of the month. After Arm stock dipped briefly, it surged over the last full week of June in line with broader market gains as Mideast tension tamped down, and inflation remained modest through May, showing that tariffs had not yet had a meaningful impact on prices. Arm closed out the month receiving a bullish note from Guggenheim, which maintained a buy rating on the stock and raised its price target from $147 to $187. Arm stock has fallen over the first two days of July as the valuation is arguably stretched following last week's gains. The company's competitive advantages are formidable due to its technological edge in power efficiency, but significant growth is already baked into the stock as it trades at a price-to-sales ratio of 41. While the business looks like a good bet to continue growing, investors may want to wait for a more attractive price point before buying the stock. Before you buy stock in Arm Holdings, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Arm Holdings wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $697,627!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $939,655!* Now, it's worth noting Stock Advisor's total average return is 1,045% — a market-crushing outperformance compared to 178% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 30, 2025 Jeremy Bowman has positions in Advanced Micro Devices, Arm Holdings, and Nvidia. The Motley Fool has positions in and recommends Advanced Micro Devices, Apple, and Nvidia. The Motley Fool has a disclosure policy. Why Arm Holdings Stock Soared 30% in June was originally published by The Motley Fool
Man of Many
10-06-2025
- Man of Many
Here's All the Best Stuff from Apple's 2025 WWDC Event
By Dean Blake - News Published: 10 June 2025 Share Copy Link Readtime: 7 min Every product is carefully selected by our editors and experts. If you buy from a link, we may earn a commission. Learn more. For more information on how we test products, click here. We're only one day into Apple's yearly software deep-dive, more literally known as its World Wide Developer Conference, and we've already got a bunch of fantastic improvements coming to every device the company makes. While we're not getting a look at any new hardware (you'll have to wait for the company's events later in the year for a look at the rumoured iPhone Air), we got a pretty solid software roadmap showcasing the direction the business, and our devices, are headed in. While there are still a few days of announcements to come, and we'll definitely be updating this as new things are shown, here's everything we thought looked particularly exciting from the 2025 WWDC event. 1. 'Liquid Glass' is Apple's New Unified Design Language If there's anything that regularly sets Apple's devices apart from the competition, it's their user experience and the incredible continuity between each product. Well, starting later this year, they're all going to be brought even closer together—with iOS, iPadOS, macOS, watchOS, visionOS and tvOS all set to share a unified user-facing design language. What does this mean? It means all Apple products will look similar at an OS level, feel similar to use, and will feature many of the same features to make moving between them even more seamless than it already is. All of Apple's devices will now feature a sort-of-glass look that will respond to a user's touch and input, as well as create more opportunities for context sensitive menus – which will now appear where you're pressing, rather than at the bottom of the screen. Additionally, several key apps have been simplified to be more easily used in the contexts they most frequently are: such as the 'camera' app showing only 'photo' and 'video' options initially for most users, and giving more specific options through gestures. While 'Liquid Glass' is certainly a new marketing term, in a similar way to how 'Retina Display' is really just Apple's version of a high resolution, high ppi display, it is impressive how fluid and adaptable it is in motion: at least as far as we've seen so far. The new design language, 'Liquid Glass' is based on the experience of visionOS, and also see Apple's various OS' referred to by release year, moving forward: iOS18 will upgrade to iOS26, rather than iOS19, whereas visionOS2 will jump to visionOS26 for continuity's sake. A Look at the New Menu Bar for iPadOS | Image: Apple 2. iPad becomes a Mac (kind of) Arguably the star of the entire show, iPadOS26's improvement to how the device tackles multitasking is a huge step forward, and turns the iPad into a bit of a Mac-lite. You'll soon be able to fluidly resize your apps into windows, like on a Mac, and can reorient them around the screen as you want. Plus, the addition of a menu bar at the top of the display provides the kind of contextual options for each app you're using that you'd be familiar with if you've used macOS for any amount of time. Since display space is a bit more limited on iPad, the menu is hidden by default, but hovering over the top of the screen displays a set of menu items you can select depending on the active window. You'll still be restricted from using Mac-only apps, of course, but it'll be far easier to use an iPad as a daily laptop replacement if that's how you prefer to work (or play). If you just want to keep using your tablet as a tablet, though, you can do just that: you're not forced into using the iPad like a laptop, but the option is there and now better than ever. Apple's Mac Mini | Image: Apple 3. Gaming Gets a Glow Up Gaming on the Mac as always felt like the red-headed step-child of the ecosystem, with Apple often giving token improvements to its systems to make them better gaming devices without any real incentives for developers to actually port their games to Mac. According to Steam's May 2025 hardware survey, only around 1.85 per cent of its players use a Mac, with most games not supporting Mac out of the box. It's a different story on iOS, of course, with the App Store delivering literally thousands of games, with Apple itself claiming that 500,000,000 people play games on their iPhones. How is Apple planning on bridging the gap between these platforms? The new Games app. Essentially, the app will serve as both an evolution of Apple's Game Centre and a discovery platform, learning what kind of games its user likes and recommending new stuff to check out, as well as, no doubt, funnelling them toward an Apple Arcade subscription. One thing that looks interesting about the Games app, though, is the new 'games overlay' feature on Mac. It essentially looks to serve a similar function to the context menus we've seen popping up on hardware such as the Nintendo Switch and Valve's own Steam Deck, but delivering information specific to the Mac you're using. It's a nice next step for game discoverability on iOS, iPadOS, and macOS, but I still don't personally see many developers itching to dive into porting their games. Maybe that's where improvements to the business' Game Porting Tool Kit can make some headway, and the fact that visionOS will soon have support for Sony's PlayStation VR2 Sense Controllers. Apple Intelligence Gets An Upgrade | Image: Apple 4. Apple Intelligence Gets Some Love Look, we're all well aware of the currently pretty disappointing state of consumer AI—and Apple Intelligence is among the most disappointing. While it was billed as the big idea of Apple's most recent product launches, most of the features advertised just never quite materialised, and the company has been wrapped on the knuckles for what a lot of people see as false advertisements. Oops. Well, strap in because Apple Intelligence is back on the billboard, only with much more realistic features in place. For one, your Apple device will soon be able to translate audio from users speaking other languages for you through text on the Messages app, through audio in the Phone app, or over video in FaceTime. iPhone users will be able to use visual intelligence to search anything they're viewing across any app—if its on your screen, you can search it. It means you'll be able to point your camera at something and ask for details, narrow in on something you're shopping for to learn more about, or add events you're looking at to your calendar, for example. One thing we'll definitely be diving into is the upgraded Shortcuts, which can be used to effectively supercharge how productive you are with your Mac device, as long as you're willing to put the time in to learn the… shortcuts. Using Apple Intelligence's models (both on device and on the cloud), you'll be able to quickly and effectively create new shortcuts to make using your device even more seamless, such as a shortcut to create a ChatGPT-generated image of something you've highlighted, or take some saved audio and create a detailed set of notes from it. These are pretty helpful upgrades to the devices you're already using, rather than showing off features that are tied to hardware upgrades, which we're a big fan of.
Yahoo
09-06-2025
- Yahoo
WWDC 2025 keynote livestream: Watch Apple's iOS 26 announcements and more live
Apple's World Wide Developer Conference (WWDC) kicks off its 2025 event today, and you can tune in for all the announcements live. Focused on software, rather than all that shiny iPhone hardware, WWDC is expected to include some pretty big reveals, including Apple's latest iOS, which will reportedly skip its usual incremental naming convention to iOS 26 (we're currently on iOS 18.5) and possibly get a major rebrand. SEE ALSO: Everything we expect from WWDC 2025: an iOS overhaul, Apple Intelligence, and macOS Considering Apple debuted Apple Intelligence last year at WWDC, we're expecting less extreme focus on AI this year, though there could be some surprises in store. Check out Mashable's guide to everything you can look forward to at WWDC 2025 and tune in with the details below. Apple's WWDC event runs from June 9 to 13 at the company's Apple Park headquarters in Cupertino, California. The keynote address is set for Monday, June 9 at 10 a.m. PT. / 1 p.m. ET. For other time zones, check out the list below: Houston: 12 p.m. Chicago: 12 p.m. New York: 1 p.m. Toronto: 1 p.m. London: 6 p.m. Honolulu: 7 a.m. Dubai: 9 p.m. Lagos: 6 p.m. Paris: 7 p.m. Mumbai: 10:30 p.m. Sydney: 3 a.m. (Tuesday) Apple's WWDC keynote will be streaming live from Apple Park on Monday, June 9 through several platforms: Apple's website Apple TV app Apple's YouTube channel You can also watch the event later on demand. For live reporting and in-depth analysis of Apple's announcements, stay tuned for Mashable's coverage of WWDC 2025 on June 9.
Miami Herald
08-06-2025
- Business
- Miami Herald
Markets start to gear up for summer drama
Investors have a problem to work through: How to decide how and when to invest or sell - and what all that entails. Stocks had a good week, with the Standard & Poor's 500 Index rising 1.5% and closing above 6,000 for the first time since Feb. 21. Friday's big rally had some market watchers declare 6,500 on the index a real possibility. Don't miss the move: Subscribe to TheStreet's free daily newsletter The other big averages rose at least 1.2% on the week. The small-cap Russell 2000 Index jumped 2.9%. There were lots of winners like: On Semiconductor (ON) , up 19.4%.Quantum Computing (QUBT) , up 21%.Robinhood Markets (HOOD) , up 13.2%.Appliance/electronics retailer Best Buy (BBY) , up 10.2%. And one clear non-winner: Tesla (TSLA) , down more than 14.8% in the wake of CEO Elon Musk's flame-throwing departure from the White House. An important downside: Bond yields moved up. The 10-year Treasury finished Frida with a 4.512% yield. Mortgage rates adjusted nearly to 7%. "I truly find it remarkable that interest rates (the foundation of all discounted dividend/cash flow models) are climbing so rapidly, yet equities are unconcerned," Doug Kass wrote in his Daily Diary on the Street Pro. Related: Scott Galloway sends blunt message to Elon Musk The week ahead offers some important earnings reports, but if you you're thinking of putting money to work, take a breath. This may also be a week in which what happens outside the stock and bond markets may prove more important that what happens. The events start with the meeting scheduled Monday in London between trade representatives from the United States and China to get the tariff negotiations moving. There is an August deadline get to a deal done, and President Donald Trump, not known for patience, may begin to get antsy. Related: Berkshire Hathaway shares sag since Buffett say he's retiring There is a closer deadline: July 9 for all the other trade deals to get done, and one isn't hearing much on that front, either. Markets will start getting nervous over these problems, and it will be tricky then because second-quarter earnings reports will start to come out. In addition, Apple (AAPL) is holding its World Wide Developer Conference this week. News may be committed at the event. Delta Air Lines (DAL) and PepsiCo (PEP) are expected to report the week of July 7. JPMorgan Chase (JPM) says it will report on July 15. Another factor to consider: an expected drop off in foreign travel to the United States. A December estimate for an 8.7% increase in foreign visitors to the U.S. in 2025 has been revised to an 8,7% decline, Bloomberg News reported. Marriott (MAR) has already trimmed its guidance for 2025 because of expected softness in U.S. and Canadian business. NurPhoto/Getty Images So far, 2025 has been a dramatic, nay wild, year for stocks. But a bad year? Not really or yet. The S&P 500 is up 2% on the year, with eight of 11 sectors showing gains. The Nasdaq is up 1.1%. The Nasdaq-100 Index, dominated by big tech stocks, is up 3.6%. Most of the gains have come since the market bottom in April. Industrials are leading the S&P 500 with a 9.7% gain this year, led by Howmet Aerospace (HWM) , which makes components for jet engines, GE Aerospace (GE) , which makes aircraft engines, and GE Vernova (GEV) , which concentrates on power equipment. The weakest sector is Consumer Discretionary, down 6.8%. The group includes Tesla, Caesar Entertainment (CZR) and homebuilders Lennar (LEN) and D.R. Horton (DHI) . Information technology, including Microsoft (MSFT) , Apple, Nvidia (NVDA) and Broadcom (AVGO) , is up 1.1%. More Retail Stocks: Halloween retailer sounds warning consumers need to hearTarget expands same-day delivery to 100s of retailersWalmart makes surprise cuts as it looks at tariff price hikes Oracle (ORCL) has a market capitalization of nearly $500 billion. The shares are up 7.3% this year but up 42% from the April post-tariff announcement low. The earnings estimate is $1.64 a share, up slightly from a year ago's $1.63. The revenue estimate is $15.6 billion, up 9% from a year ago. Adobe (ADBE) is best known for tools to design and produce content. Anyone who has sent a .pdf file to any where has probably used Adobe software. The earnings estimate is $4.97 a share, up 11% from a year. Revenue is estimated at $5.8 billion, up 9.3%. Adobe shares are down 6.2% this year. Mostly that is because valuation is more appropriate. The shares had been at 30 times earnings. That's down to 20. Smucker (SJM) , the Ohio maker of jams, peanut butter (Adams) bought Hostess Brands, makers of no less than Hostess Twinkies, for $4.6 billion. Digesting the acquisition has been hard. The sweet snacks business faces huge headwinds in the demand for healthier snacks. (Can you say Wegovy and Mounjaro?) Smucker shares are up just 0.7% this year. The company took a big write-down in the first quarter. This quarter's report is all about showing progress on the problem. The earnings estimate is $2.25 a share, down from $2.66 a year ago. The revenue forecast is $2.19 billion, down slightly from last year's $2.21 billion. Gamestop (GME) is the world's largest video game, consumer electronics, and gaming merchandise retailer. The revenue estimate is $796.8 million, down 9.6% from a year ago. Earnings may come in a 4 cents a share. Casey's General Stores, (CASY) , Iowa-based operator of convenience stores in the Midwest and South. After Monday's close. Core & Main (CNM) , distributor of water, sewer and fire-protection products. Before Tuesday's open. Online pet-supply retailer Chewy (CHWY) . Before Wednesday's open. Related: Veteran fund manager who predicted April rally updates S&P 500 forecast The Arena Media Brands, LLC THESTREET is a registered trademark of TheStreet, Inc.
WIRED
23-03-2025
- WIRED
To Truly Fix Siri, Apple May Have to Backtrack on One Key Thing—Privacy
The Siri that was promised back in 2011 never quite materialized. Now the big upgrade promised as part of Apple Intelligence is delayed 'indefinitely.' Why can't Apple get Siri right? Apple Intelligence is fast becoming a disaster. Announced in June 2024 at Apple's World Wide Developer Conference, the artificial intelligence system arrived on the whole iPhone 16 family in October (and iPhone 15 Pro handsets, too), bringing things like generative tools for folks who can't be bothered to write emails, and summaries for those who can't be bothered to read, well, just about anything. December's addition, Genmoji—an AI emoji generator—didn't exactly bring much by way of excitement either. At the heart of the Apple Intelligence we were actually promised is a new Siri, an upgraded version of Apple's voice assistant, enhanced with some of the same smarts that made ChatGPT so beguiling at its launch in 2022. Amazon made similar moves recently with its upgrade to Alexa+, but a more intelligent Siri is still MIA. It was meant to be here already. After initially postponing the full rollout from April to May this year, Apple has now had to delay its launch indefinitely. According to a recent report from Bloomberg, Siri simply doesn't work properly, and by the time Apple's marketing department started pitching Apple Intelligence's upgrades to the iPhone-buying public last year, it was little more than a 'barely working prototype.' An iPhone 16 feature is becoming an iPhone 17 one, if we're lucky. It might seem unfathomable that a multitrillion dollar company could allow its promises to so far outstrip its deliverables. But when you look back, this story echoes throughout the life of Siri so far. Big Promises In October 2011 Apple first introduced us to Siri as a core feature of the iPhone 4S. This was years before the first Amazon Echo in 2014, and was only the day before the death of Steve Jobs, who had resigned as CEO less than two months prior. This Siri announcement was accompanied by a promo video of the assistant in use, depicting what seemed like a slice of tech magic. Sure, Siri's voice sounds stilted by today's standards, and iOS 5's visual style looks almost Victorian to 2025 eyes. But that breezy sense of talking to a digital assistant casually, with no attention paid to your wording—and getting just what you want, complete with context? We're still not there 13 years later. The original Siri was, at least partly, an illusion. The hope had been that Apple would finally make good on those early promises with the next major release of Apple Intelligence, which apparently infuses Siri with more of the smarts we've come to associate with chatbots. Apple says Siri will be 'equipped with awareness of your personal context, the ability to take action in and across apps, and product knowledge about your devices' features and settings.' It's no less than the 'start of a new era,' apparently. But it is also unavoidably reminiscent of the gulf of expectations and realities that typified the original Siri. Those who can cast their minds back to the 2011 launch of Siri may also know it arrived as a standalone iPhone app in 2010. It was originally not part of Apple at all. Siri was a project spun up by SRI International, originally known as Stanford Research Institute, and DARPA. That's a research agency of the U.S. Department of Defense. Siri was spun-off into its own company before being acquired by Apple, reportedly for somewhere north of $200 million, just a few months after it launched as an iOS app. You can still see that original app version of Siri running on YouTube. 'I'd like a romantic place for Italian food near my office,' Siri cofounder Tom Gruber asks the antiquated Siri app, before using it to make a booking—with another voice prompt—all within the app. Once again, it's an AI assistant goal we've still not quite reached all these years later. Hello Google Duplex. Still, Apple was entranced by the possibilities, as was then-CEO Steve Jobs. 'This was Steve's last deal,' Siri cofounder Tom Gruber told WIRED. 'He was personally involved in all stages of the deal, negotiating the deal and following through, making sure that we were successful at Apple after they bought us.' However, other Apple execs who were around at the time paint the picture of a very flawed digital assistant that was never really up to the job that Apple sold us. Early Siri worked, but only within highly limited functional silos. 'What we acquired was a demo that would work great for a couple of people but wouldn't scale to our user base … there was a lot of smoke and mirrors behind the original Siri implementation,' former Apple exec Richard Williamson told the Computer History Museum in a 2017 interview so long it involves costume changes. 'This notion of AI? It wasn't AI … it was a hot mess,' Williamson said. "It's super easy to trick Siri. There's no NLP [natural language processing], there's no contextualization of words. It's just keyword matching.' But now, even with AI, Siri reportedly still can't be relied on to actually work when facing real-world use. The key question is why? Chatbot tech may not be fully mature, but it is at least prevalent enough to be used daily by nontechnophiles on competing platforms. One confounding factor: Apple's approach to this stuff is likely not close to the norm. You'll need to be comfortable handing over large amount of data to make Alexa work its best, while OpenAI's Sam Altman seems happy to destroy entire categories of jobs at the altar of progress. But Tim Cook and Apple? A cleaner, more positive image has for decades been part of the company's appeal, and that includes a very clear focus on privacy. 'There's one good excuse for [Apple] waiting, and that is if you really hold the privacy and data stewardship value as a sacred right. And [Apple] does say those kinds of words,' says Gruber. 'If they really hold that as a top priority, they may be running into conflicts of interest. If they send all the queries to OpenAI and give them all the context OpenAI needs they could probably do more, but then they're giving up on their privacy guarantee.' A privacy focus was also perceived for years as a reason Siri never felt as good to use as, for example, Google Assistant. It seemed less intelligent, less naturalistic, because it literally knew less about you. And regardless of quite how true that was, it's part of the root of the problem in this new Siri too. A Tale of Two Halves The upcoming Siri is based around two core components. A small language model runs on the iPhone itself, while more complex queries are offloaded to OpenAI. You'll have to grant the phone permission to do so. It is estimated Apple's on-iPhone AI systems consist of around 3 billion parameters, where some estimates place the number of parameters in OpenAI's GPT-4 at 1.8 trillion—six hundred times the number. DeepSeek made headlines as a more efficient, lean AI model in early 2025, but it still comprises a reported 671 billion parameters. The AI model needs to be small to fit in an iPhone, but Apple's is tiny by the standards of any chatbots you may have tried. And it begs the question of how much Siri will actually be able to do, before simply giving up and reverting to a server-based, OpenAI-powered interaction—much like those of Microsoft CoPilot or Amazon Alexa+. Is it going to be anything more than a toy? Some of Apple's proposed uses for the smarter Siri are unnervingly similar to those of Samsung's Bixby, an assistant that has been around since 2017. Bixby has never been considered a serious draw for prospective Samsung Galaxy buyers, spending much of its life as the punchline to geeky jokes, even if it can control some phone settings—as the new Siri supposedly will. 'What hasn't gotten better are those really great mobile use cases we were shown,' says Gruber, referring to those original Siri promises, like sending a message hands-free or getting it to read out one you receive. And that's before you even got to the more complex stuff. 'Complicated and very personal uses cases like travel or entertainment—you know, like 'help me find a movie near me that meets my interests'—the ones that keep being shown, it's really hard to do," adds Gruber. And, even more difficult, you might think, with the stripped-back, on-device AI technology Apple has chosen to pursue with Apple Intelligence. Apple promises a Siri that reacts to your 'personal context'—something users have been calling for since its inception. But based on the reports we're hearing from the outside, this could have no more substance to it than the 'smoke and mirrors' used to excite the public about Siri back in 2010.
