Apple·
Tim Cook is stepping down. John Ternus is Apple's next CEO, effective September 1.
Apple confirmed John Ternus will become CEO on September 1, 2026. Tim Cook moves to executive chairman after 15 years running the company.
Topic
Apple's AI pivot
Apple spent 14 years compounding a lead in consumer hardware and most of 2024 and 2025 falling behind on AI. The response, playing out right now, is a leadership handoff (John Ternus taking over September 1), a retraining program for ~200 Siri engineers, a $1B/year Gemini licensing deal, and a product roadmap (iPhone 18 Pro, N50 glasses, foldable iPhone) that has to ship on time to matter. We track the pieces and whether they add up before WWDC 2026.
6 articles in this topic
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.
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.
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.
Apple·
Apple is sending 200 Siri engineers to an AI coding bootcamp. That tells you everything.
A report from The Information reveals Apple is retraining Siri staff on AI tools like Claude Code. With WWDC two months away, Apple's AI gap has never been more visible.
Apple·
Amazon is buying Globalstar for $11.57B, and Apple just re-signed the satellite deal
Amazon's Leo constellation just swallowed the satellite provider behind iPhone Emergency SOS. Apple signed a new deal on the same day keeping every satellite feature running.