Apple CEO Tim Cook suggested during an earnings call that the company may offer paid upgrade options within iCloud Plus to increase AI usage limits for power users. The company will launch its revamped Siri AI this fall with iOS 27, featuring enhanced capabilities like screen comprehension and app integration, along with a new standalone ChatGPT-like interface.
During an earnings call on Thursday, Apple CEO Tim Cook indicated that the company plans to offer tiered upgrade options for iCloud Plus subscribers who want higher AI usage limits. Cook stated that he expects users will want to leverage Apple Intelligence and the upcoming Siri AI extensively, prompting the need for paid tier upgrades. This fall, Apple will broadly launch its redesigned Siri AI through iOS 27, which will include capabilities such as answering questions about on-screen content and executing actions across multiple applications. The new version will also introduce a standalone Siri app offering a ChatGPT-like conversational interface to users.
No published comments yet.
The chart totals every SEC-reported transaction by month and share count, separating informative purchases and sales from non-informative awards, vesting, exercises, tax withholding and transfers. Records without a reported price remain included. Only informative purchases and sales affect the conservative sentiment signal.
Recent SEC-reported share and derivative transactions in Apple Inc..
0 discretionary purchases · 0 discretionary sales
Confidence: Low
| Insiders | Activity | Description | Shares | Avg. price / share | Est. value | Trade date |
|---|---|---|---|---|---|---|
| SVP, GC and Government AffairsNewstead Jennifer | Non-informative sell | Common StockReported 10b5-1 plan (S) | 2,399 | $343.36 | $823,721 | Oct 27, 2026 |
| SVP, GC and Government AffairsNewstead Jennifer | Non-informative sell | Common StockReported 10b5-1 plan (S) | 2,399 | $339.62 | $814,748 | Oct 20, 2026 |
| Principal Accounting OfficerBorders Ben | Non-informative sell | Common StockReported 10b5-1 plan (S) | 151 | $343.08 | $51,805 | Oct 16, 2026 |
| Principal Accounting OfficerBorders Ben | Non-informative sell | Common StockReported 10b5-1 plan (S) | 80 | $344.18 | $27,534 | Oct 16, 2026 |
| Principal Accounting OfficerBorders Ben | Non-informative sell | Common StockReported 10b5-1 plan (S) | 969 | $345.74 | $335,022 | Oct 16, 2026 |
As filed with the SEC. Estimated value is shown only for purchases or sales with a positive reported transaction price; awards, gifts and similar activity are not assigned an assumed market value. Amendments may change the record. This is not investment advice.
Quarterly reported positions. These filings can arrive up to 45 days after quarter-end and are not real-time trades.
Institutional ownership: 76.60%
Open short positions reported twice monthly; this is not daily short-sale volume.
Recent reported earnings per share compared with the analyst consensus available from Nasdaq.
| Owner | Activity | Change | Shares held | Value (thousands) | Reported |
|---|---|---|---|---|---|
| Vanguard Group Inc | Buy | 26,856,752 (1.919%) | 1,426,283,914 | $491,540,225 | 12/31/2025 |
| Blackrock, Inc. | Buy | 18,301,514 (1.599%) | 1,162,996,939 | $400,803,635 | 6/30/2026 |
| Vanguard Capital Management Llc | Buy | 5,260,263 (0.551%) | 959,107,911 | $330,537,359 | 6/30/2026 |
| State Street Corp | Buy | 12,788,520 (2.123%) | 615,129,929 | $211,992,227 | 6/30/2026 |
| Geode Capital Management, Llc | Buy | 2,719,589 (0.738%) | 371,336,543 | $127,973,713 | 6/30/2026 |
| Vanguard Portfolio Management Llc | Buy | 2,682,101 (0.809%) | 334,119,156 | $115,147,485 | 6/30/2026 |
| Fmr Llc | Buy | 17,906,714 (5.824%) | 325,348,754 | $112,124,941 | 6/30/2026 |
| Morgan Stanley | Sell | -1,860,484 (-0.761%) | 242,614,238 | $83,612,145 | 6/30/2026 |
| Jpmorgan Chase & Co | Sell | -2,860,133 (-1.235%) | 228,762,008 | $78,838,251 | 6/30/2026 |
| Berkshire Hathaway Inc | Unchanged | 0 (0%) | 227,917,808 | $78,547,314 | 6/30/2026 |
| Norges Bank | Sell | -1,528,220 (-0.795%) | 190,726,866 | $65,730,200 | 6/30/2026 |
| Invesco Ltd. | Buy | 3,463,897 (1.877%) | 187,965,529 | $64,778,560 | 6/30/2026 |
Source: Nasdaq
| Settlement date | Short interest | Avg. daily volume | Change vs. previous report | Days to cover |
|---|---|---|---|---|
| Oct 15, 2026 | 131,591,865 | 35,498,663 | +8.97% | 3.71 |
| Sep 30, 2026 | 120,763,539 | 39,858,260 | -6.21% | 3.03 |
| Sep 15, 2026 | 128,753,092 | 45,135,477 | -7.87% | 2.85 |
| Aug 31, 2026 | 139,749,097 | 39,537,335 | +20.13% | 3.53 |
| Aug 14, 2026 | 116,327,753 | 46,065,396 | -17.85% | 2.53 |
| Jul 31, 2026 | 141,606,163 | 58,400,983 | -3.37% | 2.42 |
| Jul 15, 2026 | 146,547,784 | 47,952,794 | +4.28% | 3.06 |
| Jun 30, 2026 | 140,526,320 | 81,121,306 | — | 1.73 |
Source: Nasdaq
| Fiscal quarter | Reported | EPS | Consensus | Surprise |
|---|---|---|---|---|
| Jun 2026 | Jul 30, 2026 | 1.91 | 1.88 | +1.6% |
| Mar 2026 | Apr 30, 2026 | 2.01 | 1.92 | +4.69% |
| Dec 2025 | Jan 29, 2026 | 2.84 | 2.65 | +7.17% |
| Sep 2025 | Oct 30, 2025 | 1.85 | 1.73 | +6.94% |
Source: Nasdaq
