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Mark Gurman

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Bloomberg's Apple insider. Sunday 'Power On' newsletter is the most-cited source for Apple leaks covered here.

11 articles First covered Apr 17, 2026, latest Jun 9, 2026
Apple Intelligence branding from Apple's WWDC 2026 announcement
Apple·

Apple rebuilt Siri on Google's Gemini and is paying $1 billion a year for it

At WWDC 2026 Apple shipped Siri AI, rebuilt on a custom Google Gemini model running on its own servers. Here are the catches behind the demo.

Render of the redesigned iOS 27 Siri app with a Search or Ask field
Apple·

iOS 27's first leaked renders: a rebuilt Siri chatbot, days before WWDC

Bloomberg's Mark Gurman published the first iOS 27 renders 11 days before WWDC, showing a rebuilt Siri, a pro Camera mode, and new Photos AI. Apple hasn't confirmed any of it.

A Roku streaming stick glyph next to the AirPlay 2 logo on an iOS screen, illustrating the streaming-protocol layer the iOS 27 change would open.
Apple·

Apple is opening AirPlay's slot in iOS 27. Google Cast can become the default on EU iPhones.

Mark Gurman's Sunday Power On says iOS 27 will let users pick Google Cast or another protocol over AirPlay for system-level streaming, to satisfy the EU DMA.

Apple AirPods Pro shown in their charging case, the current generation design that the camera-equipped model will build on
Apple·

Apple delayed its camera AirPods because Siri wasn't ready. Gurman says they're back in late testing.

Bloomberg reports Apple's infrared-camera AirPods have reached advanced testing. The earbuds feed visual context to Siri but can't take photos or video.

An iPhone displaying AI-related features
Apple·

Apple is turning iOS 27 into an AI model marketplace. ChatGPT loses its exclusive slot.

Bloomberg reports Apple will let users choose Gemini, Claude, or ChatGPT across Siri, Writing Tools, and Image Playground via a new Extensions framework this fall.

Apple Park headquarters in Cupertino, the campus where Apple Silicon decisions are made
Apple·

Intel jumped 13% on a Bloomberg report that Apple is talking to its old chip supplier again

Bloomberg says Apple is in early-stage talks with Intel and Samsung Foundry to build base M-series chips in the US starting 2027. Intel closed at a record $543B market cap.

John Ternus, Apple's incoming CEO, photographed at Apple Park.
Apple·

Apple dropped its 7-year 'net cash neutral' policy. Ternus is freeing up the balance sheet for AI.

Mark Gurman's May 3 Power On reads Apple's quiet capital-allocation shift as cover for John Ternus to spend more on AI infrastructure and acquisitions, less on buybacks.

Google Cloud Next 2026 keynote branding from the Google Cloud blog.
Apple·

Google's Cloud chief just confirmed the deal: Gemini will power the new Siri this year

At Cloud Next 2026, Thomas Kurian named Apple as a customer and Gemini as the engine behind 'a more personalized Siri coming later this year.' Apple has stayed silent.

Leaked iPhone 18 Pro prototype image showing a smaller Dynamic Island and repositioned camera
Apple·

The iPhone 18 Pro's Dynamic Island is shrinking 35%. One Face ID sensor goes under the display.

Leaked prototype images and screen protectors point to a smaller Dynamic Island on the iPhone 18 Pro. Only the flood illuminator moves beneath the OLED, not all of Face ID.

Concept rendering of Apple smart glasses
Apple·

Apple's smart glasses are up to four frame styles in testing, Gurman reports

Mark Gurman's Sunday newsletter says Apple is testing at least four acetate frame styles for its N50 smart glasses, plus three colors and a vertical camera array.

Reported foldable iPhone shown in a product mockup
Apple·

Foldable iPhone: final renders leak as Nikkei warns of 2027 delay

Jon Prosser posted what he calls the final foldable iPhone design. Hours later, Nikkei reported Apple's hitting hinge and display snags that could push launch into 2027.