Apple To Power Siri With ChatGPT Or Claude? Retail Buzz Builds As Stock Climbs To 1-Month High On AI Tie-Up Report – Stocktwits
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Apple Inc. (AAPL) stock rose by over 2% on Monday following a report suggesting that an artificial intelligence (AI)-enabled Siri could be launched soon.
After giving back all of its gains from Monday morning, the stock languished in the red in the afternoon. The report lifted it back, as it settled at $205.17, the highest level in over a month.
Apple’s stock has been among the laggards in the “Magnificent Seven” group of Big Tech companies, as investors have shunned it due to concerns about stagnant iPhone sales and its lagging position in the burgeoning AI space.
A Bloomberg report, filed by columnist Mark Gurman on Monday afternoon, stated that Apple has discussed using the technology of AI startups Anthropic and OpenAI, led by Sam Altman, to power the next iteration of its Siri personal assistant.
Citing people who asked not to be identified, Gurman said the Tim Cook-led company has asked both companies to test versions of their models on Apple’s cloud infrastructure.
The columnist said Apple has so far relied on its in-house technology, called Apple Foundation Models, to power Siri. It was also planning to rely on the technology for unveiling its new Siri version, which is expected to launch in 2026.
The Apple specialist also clarified that discussions with “Claude” developer Anthropic and OpenAI were still in early stages, and the company continued to develop its homegrown tech actively.
Apple already has a partnership with OpenAI to utilize its large-language model (LLM), ChatGPT, to answer web-based search queries.
Gurman sees Apple’s reliance on an external model as an acknowledgement that the tech giant is struggling to compete in generative AI (GenAI).
At this year’s annual worldwide developers’ (WWDC) conference, Apple neither unveiled any major in-house AI features nor demonstrated Siri features. At that time, Gurman said Apple's Siri team was working on bringing the upgraded version as part of the iOS 26.4 software update, scheduled for release sometime in Spring 2026.
Apple first previewed the upgraded Siri at its 2024 WWDC, highlighting features like a more conversational Siri and ChatGPT integration.
Much against expectations that the more powerful Siri would be part of the iPhone 16 lineup, the company delayed the launch indefinitely. Reports said the delay was due to technical issues.
However, a recent Information report blamed Apple’s user-privacy commitment, which slowed progress in developing cutting-edge AI features, and ineffective leadership.
On Stocktwits, retail sentiment toward Apple stock shifted to ‘bullish’ by late Monday (73/100), from the ‘bearish’ mood that had prevailed a day ago. The 24-hour message volume spiked by 1,675% to ‘high’ levels.
A user commented that if Apple can get its AI mojo working, the stock could rebound. They said, “Broke its downtrend line…Worth taking the risk at this level, but [if] it can’t hold, i’ll move my money elsewhere.”
A bullish user commented that the stock could go up to $208 at Tuesday’s open.
The stock was also among the top five trending tickers on Stocktwits late Monday.
Notwithstanding Apple’s rally on Monday, the stock is still down about 18% year-to-date, and traded over 21% off its all-time high of $260.10.
For updates and corrections, email newsroom[at]stocktwits[dot]com.
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