22 Ağustos 2026, Cumartesi · 11:00 Piyasalar Kapalı
borsapanel.com Borsanın nabzı, tek panelde.
Abone Ol

Apple Inc. (AAPL) Wants to Pay Publishers to Fix Siri. What’s the Catch?

Apple Inc. (AAPL) Wants to Pay Publishers to Fix Siri. What’s the Catch?

Fatima Gulzar

Fri, August 21, 2026 at 2:14 AM GMT+3 2 min read

On August 12, 2026, the Wall Street Journal reported that Apple Inc. (NASDAQ:AAPL) is discussing new, multiyear deals with publishers to license their content for an AI-upgraded Siri expected to launch later this year.

Why This Matters

Siri has been criticized for years for lacking real utility. Apple's fix depends partly on paying outside publishers for current news and information rather than building that capability entirely in-house.

Does this partnership finally solve Siri's relevance problem, or does it show Apple still can't build a competitive AI assistant without leaning on others?

Jefferies Just Said Sell Apple Inc. (AAPL). Here's the iPhone Feature That Got Canceled

The Bull Case

Apple Inc. (NASDAQ:AAPL) has proposed a variable, pay-as-you-go compensation structure, paying publishers specifically when their content gets used, with a possible nine-figure budget discussed for the payments. It is a different model from the guaranteed flat fees typical of big AI licensing deals. Apple already has a track record with publishers, including its Apple News+ service since 2019 and earlier deals that included AI training rights. News Corp, owner of the Wall Street Journal, already has a commercial agreement to supply news through Apple's services, suggesting Apple can move relatively fast by building on existing relationships.

The Bear Case

Apple's last major attempt at AI-generated news, in late 2024, published false headlines and had to be disabled almost immediately. It is a reminder that content-quality risk doesn't disappear just because Apple Inc. (NASDAQ:AAPL) is now paying licensed publishers instead of scraping content. The upgraded Siri isn't live yet and is only "expected to roll out later this year," which means Apple is negotiating publisher deals for a product that hasn't shipped. Some Apple News+ publisher partners have also already pulled out of that earlier program, raising questions about how durable Apple's publisher relationships stay once initial deal terms are locked in.

Insider Monkey's Hedge Fund Data

Apple Inc. (NASDAQ:AAPL) was held by 170 hedge funds as of Q1 2026, up from 169.

Conclusion

Apple's pay-as-you-go publisher plan is a real fix for one of Siri's biggest weaknesses: current information. However, it also shows how much of the next Siri still depends on partners Apple doesn't control.

While we acknowledge the potential of AAPL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on thebest short-term AI stock.

READ NEXT: ExxonMobil Holdings Corporation (XOM) vs. Chevron Corporation (CVX): Trump Attacks the Oil Giants for Making "Too Much Money" and The Crown Keeps Switching Hands: Apple Inc. (AAPL) vs NVIDIA Corporation (NVDA).

Disclosure: None. This article is originally published at Insider Monkey.

Kaynak: Yahoo Finance
İlgili Haberler
Borsa Apple Siri ve Vision Pro'da küçülüyor: 200'den fazla kişi gidiyor Dünya Gazetesi · 2 saat önce Makroekonomi Apple'da yapay zeka hamlesi: 200'den fazla çalışanı etkileyen yeniden yapılanma CNBC-e · 11 saat önce Global Apple paid 40% of its global taxes to Ireland in last fiscal year Yahoo Finance · 17 saat önce Global $32 million: The number incoming Apple CEO John Ternus has to beat to measure up to Tim Cook Yahoo Finance · 17 saat önce Global Bank of America predicts big changes for Apple after Tim Cook Yahoo Finance · 17 saat önce

Yorumlar (0)

Giriş yaparak yorum yazabilirsin.

İlk yorumu sen yaz.