How Apple's AI weakness could become its biggest 'agentic advantage'

Yahoo Finance ·

How Apple's AI weakness could become its biggest 'agentic advantage' Yahoo Finance Video and Josh Lipton Wed, May 27, 2026 at 3:08 PM CDT AAPL Market Domination Host Josh Lipton welcomes Tech Editor Dan Howley to discuss how Apple's ( AAPL ) AI weakness could quickly become an 'agentic AI moat. Apple's AI strategy challenge might be solved, you say, by the iPhone's agentic AI moat. Stop there, gets a little wonky. Explain that. Uh the agentic AI moat. What do we mean by that? Yeah, so this is from uh Wamsi Mohan over at uh B of A, uh Global Research, basically pointed out that Yeah Apple's a laggard in the AI space, right? They have been. Siri is somewhere uh in the ether, perhaps coming next month uh at WWDC, but we'll see. Hopefully it can tell me what the weather is without, you know, opening up some app. Um why can't it tell me how far I ran today? Just put it up on the phone. Um so they're they're they're just kind of fallen off there. They have Apple intelligence. It works in certain ways, but like a lot of it is just, all right, let me reedit this photo, let let me, you know, be able to write with a a Shakespearean flare in my emails. I don't know who's sending those, but whatever. Uh, his point is, they don't necessarily have to invest in, you know, make these huge investments in the the foundational models. They can just basically be what they were with search engine, is be that delivery point. And if you're going to be using agentic AI, you know, using AI agents, and those are going to be running on your phone. Or AI agents like a little digital helper. Yeah, digital digital helpers that can be autonomous, semi-autonomous, go look on the internet for shoes that I might want to buy. Give me a heads up when you find something that's on sale that's, you know, within that design style that I'm looking for. If those are going to live on our phones, which they will, uh, they're going to need access to the operating system. Uh the hardware will be important and that's where Apple shines. And so they could become kind of a gatekeeper almost and and benefit from all of this build out as the place where people use AI. And guess what? If you're using chat GBT, if you're using, you know, Gemini, or if you're using any of the other models, you're probably using it on your phone. Not a lot of people, you know, do computing on these things. So it'll be a big benefit for Apple. It's big for sure. You going in that? You going in?

AI 시장 분석

Despite being perceived as an AI laggard, Apple (AAPL) could leverage its strong iPhone hardware and iOS to become the primary platform for 'agentic AI'. This suggests Apple could act as a gatekeeper for AI agents, securing a new growth driver.

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