Apple’s M5 MacBook Fizzle — Crypto Investors Favor Siri AI, Gemini Deal Over Hardware
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Apple’s M5 MacBook Fizzle — Crypto Investors Favor Siri AI, Gemini Deal Over Hardware



Apple’s stock cooled off last week even after the company unveiled its newest MacBook Air — powered by the M5 Max and M5 Pro, Apple’s most advanced AI chips to date. The late-week teaser had stoked hopes of an immediate AAPL rally, but the market’s reaction was underwhelming, disappointing some bullish investors.

The company has one more card to play: a special “experience” set for Wednesday, March 4. Unlike Apple’s typical Tuesday “events” used for product announcements, this experience is expected to focus on the MacBook Air’s next-generation features and how the M5 chips enhance on-device AI performance. That reveal could still change investor sentiment.

Part of the muted response reflects where attention is shifting: analysts and traders appear more excited about an AI-enhanced Siri — which many see as Apple’s clearest sign yet of taking AI seriously — than another hardware refresh. Apple has trailed other tech giants in staking out AI leadership, and for some investors, a new MacBook with improved chips wasn’t enough to erase that gap.

Still, Apple may be getting AI upside without the massive upfront spend of rivals. CNBC host Jim Cramer argued that Apple has benefited from its partnership with Google’s Gemini model, calling it “the greatest free ride ever,” and suggesting the deal has helped offset Apple’s slower AI push.

For crypto-focused readers, the episode is a reminder that market moves hinge as much on platform-level AI developments and strategic partnerships as on raw hardware upgrades — and that headline product launches don’t always translate into immediate stock momentum.

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