Apple's AI Smart Devices Expected to Launch in 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 27 2026
0mins
Should l Buy AAPL?
Source: Fool
- AI Device Development: Apple is developing new AI smart devices expected to debut in 2026, potentially including AI smart glasses, AI-enabled AirPods with cameras, and an AI pendant, which could enhance Apple's competitiveness in the AI sector.
- Market Potential Analysis: According to Meta's report, AI glasses sold 7 million units in 2025, a significant increase from 2 million in 2023 and 2024 combined, indicating strong market demand for smart glasses, and if Apple can design an attractive product, it could capture this market.
- Visual Intelligence Concept: Apple's new AI devices will be based on a concept called
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy AAPL?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on AAPL
Wall Street analysts forecast AAPL stock price to rise
27 Analyst Rating
17 Buy
9 Hold
1 Sell
Moderate Buy
Current: 255.630
Low
239.00
Averages
306.89
High
350.00
Current: 255.630
Low
239.00
Averages
306.89
High
350.00
About AAPL
Apple Inc. designs, manufactures and markets smartphones, personal computers, tablets, wearables and accessories, and sells a variety of related services. Its product categories include iPhone, Mac, iPad, and Wearables, Home and Accessories. Its software platforms include iOS, iPadOS, macOS, watchOS, visionOS, and tvOS. Its services include advertising, AppleCare, cloud services, digital content and payment services. The Company operates various platforms, including the App Store, that allow customers to discover and download applications and digital content, such as books, music, video, games and podcasts. It also offers digital content through subscription-based services, including Apple Arcade, Apple Fitness+, Apple Music, Apple News+, and Apple TV+. Its products include iPhone 16 Pro, iPhone 16, iPhone 15, iPhone 14, iPhone SE, MacBook Air, MacBook Pro, iMac, Mac mini, Mac Studio, Mac Pro, iPad Pro, iPad Air, AirPods, AirPods Pro, AirPods Max, Apple TV, Apple Vision Pro and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Apple Celebrates 50 Years: A Journey of Technological Transformation
- Historic Milestone: Apple officially turns 50 today, evolving from a garage startup in 1976 to a tech giant with a market capitalization of $3.75 trillion, making it the second-largest company globally, just behind Nvidia.
- Revenue Growth: In fiscal year 2025, Apple reported record revenue of $416 billion, surpassing the GDP of 176 countries, showcasing its strong influence and sustained growth potential in the global market.
- Product Ecosystem: With 27% of the world's population using its products, Apple boasts the largest user base of any brand, and CEO Tim Cook emphasizes the company's commitment to innovation and user privacy as key drivers for future growth.
- Market Resilience: Despite facing competition and market challenges, Apple's iPhone revenue surged by 23% in Q1 of fiscal 2026, while the recent launch of the MacBook Neo attracted a significant number of first-time buyers, demonstrating its strong market adaptability and brand appeal.
See More
Buffett May End Donations to Gates Foundation Over Epstein Ties
- Donation Tensions: Buffett is considering halting his annual multi-billion dollar donations to the Gates Foundation due to Gates' ties to Epstein, indicating a significant impact on the foundation's funding sources and operations.
- Friendship Breakdown: In an interview, Buffett stated he has not spoken to Gates since the Epstein revelations, suggesting their friendship may be over, which could affect the future functioning of the Gates Foundation.
- Uncertain Donation Commitment: Buffett mentioned he will “wait and see what unfolds” regarding his donations, leaving the foundation's financial future uncertain and potentially jeopardizing its charitable initiatives.
- Concerns for the Future: Buffett expressed worries about the Gates Foundation's future, emphasizing the need for clarity on the situation, which may lead to increased scrutiny and regulation of charitable organizations.
See More
Buffett's Investment Philosophy and Core Holdings
- Apple's Competitive Edge: Berkshire Hathaway holds a 1.6% stake in Apple, valued at approximately $56.4 billion, representing 18.1% of its portfolio, highlighting Apple's strong competitive advantage in customer loyalty and ecosystem; despite a current P/E ratio of 32, long-term earnings growth and buyback commitments may yield stable returns.
- American Express Market Performance: Berkshire gradually built a 22% stake in American Express between 1991 and 1995, and while the S&P 500 has recently outperformed, American Express is expected to maintain steady profit growth amid economic challenges due to its brand and customer loyalty, with a current P/E ratio of 19 and significant future dividend growth potential.
- Coca-Cola's Steady Returns: Berkshire Hathaway owns 9.3% of Coca-Cola, and since starting its investment in 1988, the total return has been 3,580%, slightly below the S&P 500's 3,700%; however, Coca-Cola's 64 consecutive years of dividend growth provides stable cash flow for Berkshire to support new investments.
- Investor Choices: Although Apple is considered a quality stock, it is not included in the Motley Fool analyst team's list of 10 best stocks, indicating a market focus on other potential high-return stocks, suggesting investors should consider diversifying their portfolios for higher yields.
See More
Apple Faces Challenges and Opportunities in the AI Era
- AI Strategy Shift: Apple has struck a multi-year deal with Google to utilize Gemini AI for a revamped Siri, which could impact user data privacy as Apple pays around $20 billion annually to maintain Google's default search engine status, necessitating careful management to avoid negative implications for its core business.
- Mixed Market Response: Apple's slow progress in AI updates has raised consumer skepticism, despite plans to launch Apple Intelligence in 2024 with features like image generation and text rewriting, potentially affecting its competitive edge in the market.
- Capital Expenditure Control: Unlike rivals such as Amazon and Microsoft, which are committing hundreds of billions annually to AI infrastructure, Apple has kept its capital expenditures in check, a strategy that reduces short-term risks but places it at a disadvantage in generative AI.
- Privacy and Technology Balance: CEO Tim Cook has emphasized that privacy is a
See More
Apple's Transformation Challenges in the AI Era
- Privacy vs. AI Dilemma: Apple has long championed privacy as a core principle, contrasting sharply with competitors that rely on advertising, but this strategy has placed it at a disadvantage during the initial wave of generative AI, potentially impacting its future competitiveness.
- Partnership with Google: Apple has struck a multi-year deal to utilize Google's Gemini AI technology for a revamped Siri, with Apple reportedly paying around $20 billion annually to Google as the default search engine, raising concerns about user data privacy in this new arrangement.
- Delayed AI Updates: The long-awaited AI update for Siri has faced delays, with Apple promising a launch by year-end, yet mixed consumer responses indicate a lack of competitive edge in the AI space, which could affect the long-term relevance of its products.
- Future of AI Hardware: As AI shifts towards edge computing, Apple is integrating AI-capable chips into its devices, aiming to process user queries locally, which could resolve privacy issues and reshape its market position in the AI era.
See More
The Magnificent Seven Tech Stocks Face Challenges
- Market Performance Decline: The Magnificent Seven tech stocks, which have excelled in the market over the past few years, have recently faced declines or stagnation due to concerns about AI revenue opportunities and uncertainties in the economic and geopolitical landscape, impacting investor confidence.
- AI Chip Market Outlook: While Nvidia leads the AI chip market, Taiwan Semiconductor Manufacturing, as its chip manufacturer, is expected to play a significant role in future AI growth due to its diversified product line and broad market demand, thereby expanding its market opportunities.
- Broadcom's Growth Potential: Broadcom forecasts AI chip revenue exceeding $100 billion by 2027, successfully meeting strong customer demand with its custom chips, indicating robust growth potential in the AI sector.
- Nebius's Rapid Growth: Nebius Group excels in the AI cloud services space, achieving annual recurring revenue of $1.25 billion, with expectations to grow to $7 billion to $9 billion this year, showcasing its competitiveness and future growth potential in the rapidly expanding AI market.
See More
Apple Celebrates 50 Years: A Journey of Technological Transformation
- Historic Milestone: Apple officially turns 50 today, evolving from a garage startup in 1976 to a tech giant with a market capitalization of $3.75 trillion, making it the second-largest company globally, just behind Nvidia.
- Revenue Growth: In fiscal year 2025, Apple reported record revenue of $416 billion, surpassing the GDP of 176 countries, showcasing its strong influence and sustained growth potential in the global market.
- Product Ecosystem: With 27% of the world's population using its products, Apple boasts the largest user base of any brand, and CEO Tim Cook emphasizes the company's commitment to innovation and user privacy as key drivers for future growth.
- Market Resilience: Despite facing competition and market challenges, Apple's iPhone revenue surged by 23% in Q1 of fiscal 2026, while the recent launch of the MacBook Neo attracted a significant number of first-time buyers, demonstrating its strong market adaptability and brand appeal.
See More
Buffett May End Donations to Gates Foundation Over Epstein Ties
- Donation Tensions: Buffett is considering halting his annual multi-billion dollar donations to the Gates Foundation due to Gates' ties to Epstein, indicating a significant impact on the foundation's funding sources and operations.
- Friendship Breakdown: In an interview, Buffett stated he has not spoken to Gates since the Epstein revelations, suggesting their friendship may be over, which could affect the future functioning of the Gates Foundation.
- Uncertain Donation Commitment: Buffett mentioned he will “wait and see what unfolds” regarding his donations, leaving the foundation's financial future uncertain and potentially jeopardizing its charitable initiatives.
- Concerns for the Future: Buffett expressed worries about the Gates Foundation's future, emphasizing the need for clarity on the situation, which may lead to increased scrutiny and regulation of charitable organizations.
See More
Buffett's Investment Philosophy and Core Holdings
- Apple's Competitive Edge: Berkshire Hathaway holds a 1.6% stake in Apple, valued at approximately $56.4 billion, representing 18.1% of its portfolio, highlighting Apple's strong competitive advantage in customer loyalty and ecosystem; despite a current P/E ratio of 32, long-term earnings growth and buyback commitments may yield stable returns.
- American Express Market Performance: Berkshire gradually built a 22% stake in American Express between 1991 and 1995, and while the S&P 500 has recently outperformed, American Express is expected to maintain steady profit growth amid economic challenges due to its brand and customer loyalty, with a current P/E ratio of 19 and significant future dividend growth potential.
- Coca-Cola's Steady Returns: Berkshire Hathaway owns 9.3% of Coca-Cola, and since starting its investment in 1988, the total return has been 3,580%, slightly below the S&P 500's 3,700%; however, Coca-Cola's 64 consecutive years of dividend growth provides stable cash flow for Berkshire to support new investments.
- Investor Choices: Although Apple is considered a quality stock, it is not included in the Motley Fool analyst team's list of 10 best stocks, indicating a market focus on other potential high-return stocks, suggesting investors should consider diversifying their portfolios for higher yields.
See More
Apple Faces Challenges and Opportunities in the AI Era
- AI Strategy Shift: Apple has struck a multi-year deal with Google to utilize Gemini AI for a revamped Siri, which could impact user data privacy as Apple pays around $20 billion annually to maintain Google's default search engine status, necessitating careful management to avoid negative implications for its core business.
- Mixed Market Response: Apple's slow progress in AI updates has raised consumer skepticism, despite plans to launch Apple Intelligence in 2024 with features like image generation and text rewriting, potentially affecting its competitive edge in the market.
- Capital Expenditure Control: Unlike rivals such as Amazon and Microsoft, which are committing hundreds of billions annually to AI infrastructure, Apple has kept its capital expenditures in check, a strategy that reduces short-term risks but places it at a disadvantage in generative AI.
- Privacy and Technology Balance: CEO Tim Cook has emphasized that privacy is a
See More
Apple's Transformation Challenges in the AI Era
- Privacy vs. AI Dilemma: Apple has long championed privacy as a core principle, contrasting sharply with competitors that rely on advertising, but this strategy has placed it at a disadvantage during the initial wave of generative AI, potentially impacting its future competitiveness.
- Partnership with Google: Apple has struck a multi-year deal to utilize Google's Gemini AI technology for a revamped Siri, with Apple reportedly paying around $20 billion annually to Google as the default search engine, raising concerns about user data privacy in this new arrangement.
- Delayed AI Updates: The long-awaited AI update for Siri has faced delays, with Apple promising a launch by year-end, yet mixed consumer responses indicate a lack of competitive edge in the AI space, which could affect the long-term relevance of its products.
- Future of AI Hardware: As AI shifts towards edge computing, Apple is integrating AI-capable chips into its devices, aiming to process user queries locally, which could resolve privacy issues and reshape its market position in the AI era.
See More
The Magnificent Seven Tech Stocks Face Challenges
- Market Performance Decline: The Magnificent Seven tech stocks, which have excelled in the market over the past few years, have recently faced declines or stagnation due to concerns about AI revenue opportunities and uncertainties in the economic and geopolitical landscape, impacting investor confidence.
- AI Chip Market Outlook: While Nvidia leads the AI chip market, Taiwan Semiconductor Manufacturing, as its chip manufacturer, is expected to play a significant role in future AI growth due to its diversified product line and broad market demand, thereby expanding its market opportunities.
- Broadcom's Growth Potential: Broadcom forecasts AI chip revenue exceeding $100 billion by 2027, successfully meeting strong customer demand with its custom chips, indicating robust growth potential in the AI sector.
- Nebius's Rapid Growth: Nebius Group excels in the AI cloud services space, achieving annual recurring revenue of $1.25 billion, with expectations to grow to $7 billion to $9 billion this year, showcasing its competitiveness and future growth potential in the rapidly expanding AI market.
See More
