Siri Delay Raises Questions About Apple's AI Timeline

How this might influence the Market February 12, 2026

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Apple Engineers Work Through Siri Testing Issues

Good Morning,

Key AI upgrade at Apple may be hitting a speed bump. Reports suggest testing issues could delay a planned Siri update, raising fresh questions about Big Tech's AI timelines. We break down what's reportedly happening, why execution matters more than hype at these valuations, and how investors should think about near-term expectations. If you're indexed to the S&P or heavy in AI winners, this is the one to read.

Bill Ackman bets on Meta's AI-fueled rebound, AerCap ramps up share buybacks after a strong earnings beat, and Baker Hughes gains on divestiture rumors and data center turbine momentum.

Don't forget to voice your opinion in my polls below.

Here are your Morning Bullets.

– Truly yours, Fred Frost

📈 Yesterday's Market Recap

Yesterday, markets showed resilience with a broad uptick, fueled by commodity strength and upbeat corporate earnings. The S&P 500 nudged higher, while standout performances from industrial and healthcare sectors kept momentum alive. Here's what moved the needle.

Gold Rally Continues: Gold prices climbed further, with SPDR Gold Shares (GLD) reflecting a structural shift to security-driven demand, per analyst insights. → Benzinga

Ford Boosts Bonuses: Ford (F) stock rose as the company announced a 130% bonus payout on improved vehicle quality metrics. → Stocktwits

Comcast's Winning Streak: Comcast (CMCSA) gained for the seventh straight day, up 9.19% over six sessions, outpacing broader market losses. → Seeking Alpha

📉 Daily Performance Snapshot

Index/Asset	Closing Value	Change
S&P 500	6,941.47	-0.0049%
Nasdaq	23,066.47	-0.16%
Dow Jones	50,121.40	-0.13%
Gold	5,069.10	-0.28%
Crude Oil	64.47	-0.25%
Bitcoin	67,852.23	+1.28%
10-yr Treasury Yield	4.18%	+0.48%

🔭 What to Watch Today

Today's calendar has a few key events that could nudge markets. Keep an eye on corporate earnings and policy ripples that might signal broader trends.

Earnings: TransUnion Results: TransUnion (TRU) reported a Q4 EPS of $1.07, beating estimates by 10.31%. Watch for aftermarket reactions to gauge consumer credit trends. → Benzinga

UK GDP Fallout: After a disappointing 0.1% growth in Q4 2025, markets await Bank of England commentary for hints on April rate moves. → CNBC

Sanofi Leadership Shift: With CEO Paul Hudson out on Feb 17, interim leadership and strategy updates could impact pharma sector sentiment. → Seeking Alpha

💡 Opportunity Watch

Amidst the noise of jobs data and policy shifts, a few sectors and companies are showing potential for savvy investors. Here are three areas where recent developments could spell upside if you play your cards right.

Fortis (FTS): Fortis beat Q4 EPS estimates at $0.65 vs. $0.62, with revenue up $99M year-over-year. A stable utility play in shaky markets. → Benzinga
AI Infrastructure with Siemens: Siemens raised profit guidance to €10.70-11.10 per share, driven by AI data center demand. A solid industrial bet as tech evolves. → MarketWatch
Trade Finance Growth: Standard Bank's 9% revenue growth in African trade finance signals opportunity in emerging market banking and digital platforms. → GFMag

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🔥 The Big Bullet

Report says Apple's Siri upgrade may slip after testing problems

What happened: A new report said Apple may push back a planned Siri upgrade because tests are not going smoothly. The story said Apple had aimed to ship the changes in a March software update, but the schedule now looks less certain. The upgrade is part of a broader effort to make Siri more capable in everyday use. Engineers are still working through bugs and reliability issues before the feature can roll out widely. Delays like this can happen when a feature must work across many iPhone models, regions, and languages. The report did not provide a firm new launch date, only that the timing could move. Investors often track Siri updates because they are tied to Apple's larger AI push on devices. The details come from a report that said Apple's Siri upgrade may be delayed after testing issues.

Why it matters: Apple is one of the biggest stocks in major indexes, so product timing can influence broader market mood. If Siri features arrive later, it may cool near-term excitement around Apple's software and services story. That matters because investors often pay up for "what's next," not just what already sells well. Apple also leans on strong cash flow for buybacks and dividends, so investors weigh new spending and new features against steady returns. One recent take argued that Apple's free-cash-flow advantage can be a double-edged sword for shareholders, depending on how the company uses it. The timing also lands when tech stocks have been sensitive to economic news and rate expectations. On Wednesday, U.S. stocks ended lower after January jobs data, showing how fast sentiment can flip. For retail investors, it's a reminder that even very large, profitable companies can see short-term moves when a key update looks uncertain.

What's next: Watch Apple's next iOS and Siri beta releases, since beta notes can hint at what is ready and what is still missing. Any clear sign on timing—March, later in spring, or closer to summer—could shift expectations around iPhone upgrades. Apple's next earnings call and guidance will also matter, because management may be asked directly about AI features and timelines. More broadly, investors are rewarding clean execution and reacting quickly to surprises this earnings season. For example, Lyft shares dropped after it reported weaker-than-expected quarterly sales, a sign that markets have little patience right now. If Apple's timeline stays unclear, some investors may reduce how much they rely on a small set of mega-cap stocks. A separate portfolio note pointed to stocks outside the "Mag 7" to balance growth and yield, which could get more attention if big-tech headlines stay mixed. Upcoming economic releases and rate commentary could also amplify reactions, since tech valuations tend to move with interest-rate expectations.

Reader Feedback

Last time, I asked you: What do you think this week's jobs report will do to the market?

The majority of you at 52% said "Cause a short jump, then fade."

Courtney from Arkansas replied: "I think the market will pop up for a little bit after the jobs report, but then it will calm back down."

Here's what I'm asking you today:

If Siri's upgrade is delayed, what does it say about Apple?

Apple is falling behind in AI

It's smart to wait until it works right

This won't matter for the stock

Not sure / no strong opinion

Other

As always if your opinion is not here, or you want to throw your two cents at me, reply to the E-mail, and let me know your exact thoughts.

🧭 Policy & Market Ripples

Meta's AI Bet Draws Ackman: Bill Ackman's Pershing Square took a 10% stake in Meta (META), betting on undervalued AI-driven growth despite a 7% stock decline last year. → Stocktwits
AerCap's Buyback Power: AerCap (AER) beat Q4 EPS at $15.37, fueled by lease revenue growth, with asset sales funding aggressive share buybacks and a bullish $190 target. → Seeking Alpha
Baker Hughes Divestment Buzz: Baker Hughes (BKR) rose 4% on news of a potential $1.5 billion sale of its Waygate unit, alongside new data center turbine orders. → Stocktwits

📜 This Day in History – February 12

February 12 rewards long-term thinkers: spacecraft push deeper into the solar system, institutions formalize social capital, artists expand cultural markets, and science gets a foundational voice.