Feb 13, 2026 (PRISM News via COMTEX) --
Apple Inc. (NASDAQ: AAPL) experienced a sharp 5% decline on the NASDAQ exchange following reports of renewed delays for its Siri artificial intelligence overhaul. This downturn occurred on February 12, 2026, marking the stock’s worst single-day performance in nearly ten months. The sell-off was triggered by news that technical snags have forced a revision of the highly anticipated “Apple Intelligence” roadmap. Investors are now recalibrating their expectations for the firm's near-term growth catalysts. The current market reaction reflects growing impatience with the pace of the company's generative software deployment.
Revised 2026 Rollout Timeline
The anticipated launch of Siri's most advanced features was originally expected with the iOS 26.4 update in March 2026. However, new internal data suggests that “voice-based in-app control” and “screen awareness” are now delayed. In addition to these specific delays, developers are reportedly struggling with the assistant’s response speed and query accuracy. Most major upgrades are now expected to arrive gradually with iOS 26.5 in May. In spite of these internal hurdles, some core features may not reach the general public until iOS 27 this September.
Technical Snags and Performance Issues
Testers have noted that the redesigned Siri can be sluggish or fail to process complex personal context requests. On account of these reliability issues, Apple management has opted for a tiered release strategy to protect its brand reputation. The assistant occasionally defaults to third-party integrations instead of utilizing Apple’s proprietary foundation models. By comparison, rivals like Google and Samsung have already deployed more integrated mobile AI assistants. This technical gap is causing concern among institutional investors who fear Apple is losing its competitive edge.
Corporate Response and Market Impact
In response to the market volatility, Apple issued a statement to CNBC confirming that the revamp remains on track for 2026. With respect to the specific feature delays, the company did not deny that some capabilities are being staggered. This “annual delivery” promise aims to stabilize a stock that has erased nearly 4% of its year-to-date gains. For this reason, many analysts are closely watching for the upcoming developer beta on February 23. A successful beta showing would go a long way in restoring confidence in the firm's execution capabilities.
Institutional Investor Sentiment
Institutional traders are currently weighing the impact of these delays on the upcoming iPhone 18 launch. Due to the high expectations for AI-driven hardware growth, any perceived weakness in software can trigger large-scale sell-offs. Apple must prove that its “slow and steady” approach will ultimately result in a superior user experience. The market is increasingly demanding tangible results rather than perpetual promises of future capabilities. Maintaining its $3.8 trillion valuation will require a flawless execution of the iOS 26.5 and iOS 27 releases.
The Bottom Line
- Apple (NASDAQ: AAPL) stock dropped 5% on Feb 12, 2026, after reports surfaced that key Siri AI features are delayed again.
- The most advanced features, including personal context and screen awareness, are likely pushed from March (iOS 26.4) to May (iOS 26.5) or September (iOS 27).
- Reports suggest Siri has been “sluggish” in internal tests, struggling to process multi-step commands reliably.
- Apple issued an emergency statement to CNBC confirming they are still targeting an “annual delivery” within the 2026 calendar year.
- Investors are concerned that delayed software could dampen consumer demand for upcoming iPhone hardware cycles.
For more detailed information regarding the company's financial health and strategic outlook, please visit the Apple (AAPL) Investor Relations portal.
The post Apple Valuation Dips 5% Amid Renewed Siri AI Delays appeared first on PRISM MarketView.
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