Overview

• Apple is holding a Cupertino presentation today, and while the company has not detailed the agenda, a new iPhone lineup is expected to lead the news.
• Industry watchers expect an ultra-thin iPhone 'Air' variant, viewed as a design pivot that favors thinness over larger displays in the premium tier.
• Analysts at Canalys say Apple is seen as trailing in generative AI, and Forrester’s Thomas Husson does not expect a major AI strategy reveal at the event.
• Last year’s Apple Intelligence rollout drew criticism for limited Siri improvements, and some consumers have delayed upgrades as rival Android devices deepen AI integration.
• Reports of AI-infused web search in 2026 and a potential Google partnership remain unconfirmed by Apple.