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Don’t give Gemini your personal data, wait for Apple Intelligence-powered Siri

Google Gemini is now asking users to let it train on their personal email and photos, and offering up bizarre reasons why this is meant to be good. It is not, and the timing of the news is suspicious.

So on the one hand, Google Gemini is now coming to Apple Intelligence, and it’s coming with all of Apple’s rigid privacy protections. But on the other, in the same week that was announced, Google is suddenly trying to get Gemini users to entirely ignore privacy.

Specifically, Google wants Gemini users in the US to join a beta program and authorize the service to scrape Gmail, Google Photos, and YouTube. Google calls this Personal Intelligence, and the company’s Josh Woodward offers real-world examples of how great this is.

The examples are not great. For instance, Woodward says he was buying tires for his car, and didn’t know the size. You know, despite it being on the tire, the previous receipt, in the car user manual, and maybe on a placard inside the door.

“These days any chatbot can find these tire specs, but Gemini went further,” he wrote in a blog post. Of course, you’d expect Google writers to be excited about Google products, on the Google blog.

Reportedly, Gemini pointed out that you may need different tires depending on whether you’re making longer trips in all weather conditions. It referenced “our family road trips to Oklahoma found in Google Photos” when it informed the Google employee how to do this.

You do not need to train AI to know someone once drove to Oklahoma, in order to know there are different types of tires. Not even if that might tip you off that advertisers in the region that you could be coming back.

As Craig Federighi said back in 2018, “If you want to get pictures of mountains, you don’t need to get it out of people’s personal photo libraries.”

In this case, an AI that doesn’t automatically return the information that the right tires depend on your situation, is not a safe AI.

Woodward digs in, though, with another reason why Gemini’s Personal Intelligence is simply essential in routine transactions like buying tires. Apparently he needed his license plate number and couldn’t remember it, so was happy for Gemini to pull it out of a photo.

You remember your childhood phone numbers, so you can remember your license plate. Or take a picture of it in your private Apple Photos library. It’ll come in handy the next time you’re in a big parking lot.

Or let Maps do it for you, and not tell anybody else or another big tech company where your car is parked.

Anyway, Google is not the first to try getting you to turn over personal information that is more useful to advertisers than it is to you. But it’s not nice doing this in the same week as reports of its deal with Apple have emphasized the genuine privacy benefits of it.

When Google Gemini is available via Apple Intelligence, it will provide all of the AI capabilities it can — and it will not get to use and keep and sell your personal data.

We’ve been very, very clear about this.

“In the end, as we here at AppleInsider have stated many times before, on this page, in the forums, on the podcast, and everywhere we cast a shadow, Apple’s long game in artificial intelligence will result in a more private, secure, environmentally friendly, and ethical system. Even as the AI bubble pops, Apple’s competitors can’t hope to match that ecosystem, not even Google.

Right now, you have to be invited to Google’s new Personal Intelligence beta test. Even if you are deep into using Google’s services, ignore the invitation and wait until Gemini can be accessed privately through Apple Intelligence.

That way, Google doesn’t get to target advertising to you.

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Senators tell Apple to remove X & Grok from App Store because of AI-generated child porn

A group of US Senators aren’t impressed by Elon Musk taking the smallest of corrective actions in moving Grok’s ability to make child porn behind a paywall, and want X removed from the App Store.

The ability for Grok to take an image of a person and generate a version of them undressed is abhorrent. But it’s also the tip of the iceberg, as the feature has also been used to show women being abused and even killed.

After initially ignoring criticism and calling nonconsensual Grok-generated images “way funnier,” Elon Musk has now removed the feature from public use. Rather than ending the issue, though, Musk is attempting to profit from it by making it be a premium feature.

US Senators Ron Wyden, Edward J. Markey, and Ben Ray Lujan figure that if you can’t stop Musk at the source, you can cut off his water supply. They have jointly written to both Apple’s Tim Cook and Google’s Sundar Pichai, asking the X be removed from their respective app stores.

“We write to ask that you enforce your app stores’ terms of service,” they write in the full letter. They note that Grok has been used to modify images “to depict women being sexually abused, humiliated, hurt, and even killed.”

The senators also say that researchers have found a Grok archive [of] nearly 100 images of potential child sexual abuse materials generated since August.

They argue that this all means that it is clear X and Grok are in violation of the app stores’ policies. In the case of Apple, they’re referring to the section in the App Store Review Guidelines regarding objectionable content.

Those do specifically say apps shouldn’t allow offensive “or just plain creepy” content.

Consequently, the senators argue that there is no escaping the fact that the Grok has breached the terms of the App Store. So turning a blind eye to this, “would make a mockery of your moderation practices.”

The senators take a dig at both Apple and Google for how they were willing to quickly remove the harmless ICEBlock app when pressured by the US government. They say they hope Apple and Google will respond with similar speed now.

They’re asking Apple to remove the X and Grok apps, at least temporarily. And they want a written response from the companies within two weeks.

Neither Apple nor Google have yet responded publicly.

US Senators

This is not the first time that any of these three senators have pursued technology issues, either through bills or letters. In 2021, for instance, Senator Ben Ray Lujan, campaigned to make social media liable for spreading health misinformation.

Going further back, Senator Edward J Markey was one of two senators who wrote to Steve Jobs about Apple privacy in 2010.

But it’s perhaps Senator Wyden who is best known for writing open letters — and possibly the most effective. In 2023, he wrote a seemingly nonsensical open letter to the Department of Justice, making the apparently absurd claim that governments were spying on iPhone owners by use of push notifications.

Apple was expected to deny this, but instead effectively said thank you. It is true, but Apple had been forbidden to reveal the fact until Wyden brought it out into the open.

AI App Store dangers

Separately, in December 2025, US attorneys general warned Apple and others that “delusional outputs” from AI apps may be violating the law.

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AirVersa AP2 Air Purifier review: Compact Apple Home air purifier with Thread

The AirVersa AP2 Air Purifier is the first model to support both Thread and Apple Home support and comes in a compact form factor that will fit easily into your life.

I really heavily rely on air purifiers in my life. They’re a bit hard to test outside of watching air quality monitors over time, but with more than a half-dozen animals in my home, they’re a necessity.

Pet dander, odors, and other allergens are rampant, and I have an air purifier in almost every room to keep the air clean and smelling good. The AirVesa AP2 Air Purifier appealed to me as it boasted both Thread and Apple Home support.

AirVersa AP2 Air Purifier review: Design

The design of the AP2 purifier is unremarkable. It’s boring and utilitarian with a light grey body, a darker grey top, and a round display on the top.

Air is pulled in via the left and right sides, through a pair of HEPA filters, and expelled out the top. The duo of filters catch 99.97% to 99.99% of particulates in the air, down to .1 micrometer.

To swap the filters, you must turn the purifier over and twist the lock. The bottom pulls free, revealing pull tabs on the filters to be replaced.

A white air purifier with a digital display shows 011, surrounded by a green-lit circle, placed on a textured surface.

AirVersa AP2 Air Purifier review: The top display has a lot of information and colors

The display sits inside an LED ring that lights up based on air quality. If the air quality is excellent, it will be green, but it shifts closer to red the worse it is.

In my time with the AP2, the large colorful LED ring is more annoying than useful. It’s far too attention-grabbing, and I wish it was easier to disable the light altogether.

Close-up of a circular air purifier with a crescent moon icon on the display, surrounded by white vents, against a blurred wooden background.

AirVersa AP2 Air Purifier review: Night mode turns off the LED and slows the fan

The display is also very information-dense. There are various buttons, status indicators, network status, fan speeds, and more.

While I understand the benefits of having all this information easily visible, it isn’t the most attractive. Once more, it feels utilitarian.

AirVersa AP2 Air Purifier review: Performance

Even if I wasn’t impressed with the design, I’m much more positive when it comes to the performance. Despite its small size, I found it to be quite effective for small to medium rooms.

Sleekpoint, the company behind AirVersa, says that this is designed for rooms up to around 1,000 square feet. That seems large, but I’d happily recommend this for places like bedrooms, offices, and other reasonably sized rooms.

When buying, you have the option of choosing the HEPA filter or HEPA Pro filter, with the latter filtering more out of the air. Each has a pre-filter, a HEPA filter, and an active carbon layer.

Black filter inserted into a white housing, likely part of an air purifier, with colorful toys in the blurred background.

AirVersa AP2 Air Purifier review: The AP2 has a pair of HEPA filters

The filter life, which as I mentioned is shown right on the top of the device, is rated for 3000 hours. If you ran it for 24 hours a day, that would be a bit under half a year.

A new set of replacement filters is less than $30, which is very affordable as far as replacement air filters go. It may be the most affordable one that I’ve reviewed.

In my home, I tried the purifier in a couple of different scenarios. One was the kitchen, where it was able to aid in keeping smoke at bay while cooking chicken on the stove.

While in the basement, it was useful while painting and quickly eliminated much of the odor. I was impressed with how much airflow it could move in such a small size.

AirVersa AP2 Air Purifier review: Connectivity & Apple Home

The AP2 purifier works exclusively with Apple Home. You can view and control it in the Apple Home app as well as in the Sleekpoint app.

If the Sleekpoint name seems confusing, that’s because it is. Even though this is branded as AirVersa, the company is actually Sleekpoint Innovations.

Sleekpoint has multiple sub-brands, like Holomarq for security devices. Even though the Sleekpoint name is never mentioned in the branding, that’s the name of the manufacturer app.

It’s confusing, and your average consumer is not likely to remember it when trying to search the app on their device. Luckily, the Home app is more than enough.

Within the Home app, you can change modes (auto, manual, or off), view the air quality, and adjust the fan speed. Unfortunately, you can’t view the filter life in the Home app.

Two smartphone screens display Airversa AP2 control interface with manual adjustment, accessory settings, and automation options.

AirVersa AP2 Air Purifier review: Home app to control the air purifier and view settings

Thanks to Apple Home support, you can schedule it to go on and off or change speeds when you choose, you can have it stop when you leave the home, or control it with your voice.

It can be part of scenes, like a goodnight scene, which is useful for adjusting the speed when you go to bed. If you have additional air quality sensors, they can also be used to trigger the fan to ramp up.

Sleekpoint is known for its use of Thread, which is the case here. When using a Thread border router like a HomePod, HomePod mini, or an Apple TV, it was very quick to respond.

Thread is a new wireless protocol that creates a self-healing mesh network throughout your home. In my time using the air purifier, it was always responsive, available, and quick.

AirVersa AP2 Air Purifier review: Should you buy it?

There is no shortage of air purifiers on the market. From a high-level, they’re all very similar in that they pull air through some sort of filter to remove debris, allergens, and contaminants.

While I don’t get excited about the design, I think the performance and connectivity make up for it. Apple Home and Thread are both rock solid and make this an easy addition to any home for an Apple Home user.

White air purifier with 'AIRVERSA' logo on a rustic wooden stand, set against a textured white brick wall.

AirVersa AP2 Air Purifier review: Thread makes this a solid, compact air purifier

I appreciate that the filters are affordable and include carbon for neutralizing odors. I also like that it is compact enough that it can fit beside a bed or under a desk without taking up too much space.

As long as you prefer function over form, I think the AirVersa P2 air purifier is worth picking up. Besides, anything that looks fancier is likely to cost more anyways.

AirVersa AP2 Air Purifier review: Pros

  • Rock-solid Thread connectivity
  • Apple Home support
  • Efficient and powerful
  • Affordable replacement filters
  • Night mode
  • Visual air quality monitor
  • On-device touch controls

AirVersa AP2 Air Purifier review: Cons

  • Boring design
  • Apple Home doesn’t support night mode yet
  • Confusing manufacturer app name

AirVersa AP2 Air Purifier rating: 3.5 out of 5

Find the AirVersa AP2 Air Purifier on Amazon for $110.

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Xreal’s 1S spatial glasses & Neo hub arrive with Real 3D

The latest spatial display glasses from Xreal can convert all in-display content to 3D, and with the Neo DisplayPort and battery hub, it can stream games from the Nintendo Switch 2. Here’s what Xreal is showing off at CES 2026.

Apple may have embraced the concept of spatial computing with Apple Vision Pro, but Xreal has been pushing a simpler concept with its glasses. Instead of a full operating system of windows and apps, Xreal spatial glasses display a single floating window in front of the user to show a connected device’s output.

The Xreal 1S is the company’s latest iteration, introduced at CES 2026, and it brings upgraded specs and a new Real 3D view mode. There’s also the Xreal Neo, a MagSafe hub that contains a 10,000 mAh power bank and DisplayPort connectivity.

Users who pair the Xreal 1S with the Neo can keep a charge on their iPhone, Mac, or other connected device, while still connecting to the glasses. The Neo hub can also connect directly to a Nintendo Switch or Nintendo Switch 2 without a hub for on-the-go gaming.

It’s a big upgrade for Xreal’s glasses. While they’re not a full augmented reality headset, they’re offering a unique use case with a private, yet giant, portable, wearable display.

Xreal 1S spatial glasses

If you’re new to Xreal or coming from the Xreal One Pro, the Xreal 1S has plenty to offer for an improved spatial display setup. It runs at an increased 1200p resolution, up from 1080p, and can output at 120Hz with a 52-degree field of view.

A hand holding a smartphone attached to a dark rectangular device with a strap, against a plain white background.

The Xreal Neo hub keeps your device powered while connected to your glasses

They also have a brighter display at 700 nits, up from 600 nits. Pin your virtual display and increase its size up to 500 inches with the touch of a button.

When wearing Xreal glasses, you can have the floating display follow your gaze, thus keeping it sized within the frame, or pinned to a surface, which allows it to be much bigger than the field of view. When using the larger display settings with a laptop, it can enhance multitasking capabilities.

The Real 3D mode is powered by the X1 processor, which means the feature is also coming to the Xreal One Pro. Enable this feature, and everything viewed on the virtual display is converted live to 3D, even 2D movies or video games.

Get the Xreal 1S for $449 or the Neo hub for $99 starting today.

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Andrew’s best tech in 2025: Aqara G5 Pro, 25W Qi2.2, & Anker laptop battery

Based on the ever-churning rumor mill, it sounds like 2026 is going to be a banner year for tech fans. That said, I still found a bunch of great gear in 2025 to tide me over from Apple Home devices to chargers.

2025 didn’t end up being “Year of the Smart Home” as I initially hoped it would be. Apple punted its next-generation version of Siri till 2026, along with its much-discussed phantom smart display.

Accessory makers weren’t held back though, with a ton of new smart home devices launching. Despite a growing list of favorites, I managed to try to winnow things down to a few mass-appeal items that I think stood above the rest.

Aqara G5 Pro

A few years ago, I didn’t have a single Aqara item in my home. I had tried a few, but I wasn’t a fan of requiring a hub to do everything.

Jump forward to 2025 and I can’t think of a smart home company pushing boundaries more than Aqara is. I’ve purchased probably a dozen G100 cameras for family members and its FP2 presence sensor is incredible with little competition.

The one that I wanted to highlight though is the Aqara G5 Pro camera that comes in both USB-C and POE-powered versions. This Apple Home-enabled camera supports HomeKit Secure Video, Aqara’s cloud platform, or even a local NAS for video recording.

A modern white security camera with three lenses, mounted on an adjustable stand, against a blurred background with blue and pink lighting.

The Aqara G5 Pro is so fast, it’s the best Apple Home camera out there

It has a durable design that works both indoors and outdoors, even with the USB-C version, to withstand the elements. It has a built-in spotlight that can be independently controlled with excellent night vision and 2K video capture.

With an onboard Thread radio, it can act as a Thread router, extending your Thread mesh network to the outdoors. This is great for remote sensors, like the ones I have on my mailbox to let me know when it is opened and closed.

Best of all though, it’s fast. Shockingly so compared to every other Apple Home camera I have tested. When you access the camera, it goes live almost instantly and never goes offline.

That is with the Wi-Fi version, and I have to assume the hardwired POE version is even faster. Simply put, this is the best camera for Apple Home users right now.

If you’d like to try one, they have them on Amazon for $119 right now. The G100 are much simpler, but I can also attest that they are equally as fast and reliable if you don’t need all the bells and whistles.

25W Qi2.2 standard

My second favorite launch of 2025 wasn’t necessarily a single product, but rather a new spec. Qi2.2 was made official, which is the wireless charging spec based on Apple’s MagSafe.

The Qi2.2 version ups the supported wireless speed to 25W, from only 15W. It supports magnetic wireless charging all the way back to iPhone 12, but on the latest devices — like iPhone 17 — it supports the maximum 25W.

A sleek, dual-arm phone holder with a circular base set against a blurred background with purple and pink tones.

The Anker Prime Wireless Charger is sleek, fast, and customizable

I appreciate these faster speeds, which go hand-in-hand with the new larger batteries, as I use my phone for work frequently. I want to set it down, get some fast juice, and keep moving.

Qi2.2 gives you the convenience of MagSafe with nearly the speed of a cable. Since Apple adopted it, we’ve seen several chargers launch from all the major players like Nomad, Belkin, Anker, Aukey, and more.

Of those out, I have three favorites. They are the Anker Prime Wireless Charger, the Belkin UltraCharge Pro 3-in-1, and the Kuxiu X40 Turbo.

Smartphone on a circular stand displaying calendar date 'Thu Aug 21' with a photo of two smiling children on a blurred background.

Belkin was the first to release an actively-cooled 25W Qi2.2 charger

The UltraCharge Pro from Belkin was the very first to hit the market and has a nice compact design with a soft-touch finish to the body. I like the chrome look, and it has active cooling to keep the temperatures down.

Anker’s solution is impressive as it not only has fantastic speeds but several other nice touches. The power supply is a tiny 65W GaN charger, it has an NFC tag to run automations, and Bluetooth support to customize the display or charging performance.

Kuxiu is solid because the X40 Turbo folds down into a tiny little puck that is great to take with you. It is the most compact by far and even comes with its own travel case.

All three are currently listed on Amazon. The Anker Prime Wireless Charger is $160, the Belkin Ultra Charge Pro is $129, and the Kuxiu X40 Turbo is $79.

Anker 165W laptop battery pack

Rounding out my list is another power product, the Anker laptop battery pack. It has a massive airline-friendly 25,000mAh capacity, three 100W USB-C ports, and a total of 165W of power output across all four outputs.

It even has both a retractable cable built-in and a second cable to act as a lanyard. There’s a useful display that shows all current input and output speeds, battery health, and temperature.

Portable power bank with digital display charging headphones, laptop, and two smartphones, all connected by cables in an organized manner.

Anker’s 25mAh battery pack has been my go-to battery for travel

This originally launched at CES 2025, and I have been using it almost constantly ever since for travel. It’s the perfect size to slip into the side pocket of a backpack while also packing enough juice to charge even my 16-inch MacBook Pro.

I love the retractable cable too because I don’t need to always have a Type-C cable handy. If I do want to plug in something like a MagSafe puck or legacy USB-A device, the two female ports are there if I need them.

You can buy it on Amazon for $87 at the moment.

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AI calculations on Mac cluster get big boosts from new RDMA support on Thunderbolt 5

Real-world test of Apple’s latest implementation of Mac cluster computing proves it can help AI researchers work using massive models, thanks to pooling memory resources over Thunderbolt 5.

In November, Apple teased inbound features in macOS Tahoe 26.2 that stands to considerably change how AI researchers perform machine learning processing. At the time, the headline improvement made to MLX, Apple’s machine learning framework, was to support GPU-based neural accelerators, but Thunderbolt 5 clustering support was also a big change.

One month later, and the benefits of Thunderbolt 5 for clustering are finally being seen in a real-world environment.

YouTuber Jeff Geerling wrote a blog post and published a video on December 18, detailing the experience he had with a cluster of Mac Studios loaned to him by Apple. The set of four Macs cost just short of $40,000 in total, and were used to show off the Thunderbolt 5 connectivity in relation to cluster computing.

All models were M3 Ultra models, each equipped with a 32-core CPU, 80-core GPU, and a 32-core Neural Engine. Two of the models supplied had 512GB of unified memory and 8TB of storage, while the other two had 256GB of memory and 4TB of storage.

Put into a compact 10-inch rack, the collection of Mac Studios were said by Geerling to be “almost whisper-quiet” and running at under 250 watts apiece. However, the key is the combination of Thunderbolt 5 support between the Mac Studios and the capability to pool the memory.

Massive memory resources

The MLX changes in macOS Tahoe 26.2 included a new driver with Thunderbolt 5 support. This is important since it can considerably speed up inter-Mac connections when used in small clusters, such as this.

Typical Ethernet-based cluster computing is limited to a maximum of 10Gb/s, depending on the Mac’s specification and not using concepts such as link aggregation and multiple Ethernet ports. To improve on this, researchers have used Thunderbolt to handle connections between Macs in a cluster, since it has much higher bandwidth.

Under previous efforts and using Thunderbolt 4, the maximum bandwidth was 40Gb/s. With Thunderbolt 5, the bandwidth is boosted to a maximum of 80Gb/s.

The massive bandwidth is especially useful thanks to Apple’s inclusion of RDMA (Remote Direct Access Memory) in Thunderbolt 5. Under RDMA, one CPU node in the cluster is capable of directly reading the memory of another, expanding its available memory pool to incorporate others in the cluster.

Crucially it is performed directly, as the name indicates, without requiring much processing from the secondary Mac’s CPU at all.

In short, the different processors have access to all of a cluster’s memory reserves at once. For the collection of four Mac Studios as loaned to Geerling, that’s a total of 1.5 terabytes of memory in use.

With Thunderbolt 5 improving the inter-Mac bandwidth, that access has now improved considerably.

The upshot for researchers working in machine learning is that it’s a way to use huge Large Language Models (LLMs) that go beyond the theoretical limitations of one Mac’s memory capacity.

Doing a cluster this way does have a limit, due to the use of Thunderbolt 5 itself. In lieu of any theoretical Thunderbolt 5 networking switch, all of the Mac Studios have to be daisy-chained, severely limiting the number of units you could cluster together without network latency that would hobble performance.

Real-world testing

Geerling was able to run some benchmarks on the Mac Studio collection to determine how beneficial it actually can be. After running a command to enable RDMA in recovery mode, he used an open source tool called Exo as well as Llama.cpp to run models across the cluster.

Both were used as a form of testing RDMA’s effectiveness. Exo supports RDMA, while Llama does not.

An initial benchmark using Qwen3 235B showed promise in the system. Under a single node, or a single Mac from the cluster, Llama was better at 20.4 tokens per second versus 19.5 tokens per second for Exo.

But when two nodes were in use, Llama dropped to 17.2 tokens per second while Exo improved considerably to 26.2 tokens per second. At four nodes, Llama shrank again to 15.2 tokens per second while Exo went up to 31.9 tokens per second.

Similar improvements were seen using DeepSeek V3.1 671B, with Exo’s performance going from 21.1 tokens per second on a single node to 27.8 tokens per second for two, and 32.5 tokens per second for four nodes.

Bar chart comparing llama.cpp and Exo across single, two, and four nodes. Exo shows consistently higher throughput in yellow, with llama.cpp in blue.

Mac Studio cluster testing using DeepSeek V31 671B – Image Credit: Jeff Geerling

There was also a test of a one-trillion-parameter model, Kimi K2 Thinking 1T A32B, albeit only 32 billion parameters were active at any time. This is a model that is simply too big for a single Mac Studio with 512GB of storage to deal with.

Over two nodes, Llama reported a speed of 18.5 tokens per second, with Exo’s RDMA bumping it up to 21.6 tokens per second. Over four nodes, Exo got to 28.3 tokens per second.

Across the clustering tests, Exo improved considerably as more nodes were available to use, thanks to RDMA.

Big potential, with asterisks

The big takeaway from Geerling’s testing is that there’s a lot of performance available for researchers working in machine learning, especially when it comes to handling massive LLMs. Apple has certainly demonstrated that it is possible, without sacrificing performance, thanks to RDMA and Thunderbolt 5’s available bandwidth.

Creating a cluster like this can still be expensive for the typical user, and it may be a bit too expensive for hobbyists to undertake. However, a $40,000 setup similar to this is a fairly reasonable-priced expense for teams working for companies with a vested interest in AI development.

There are some reservations, though, such as reported stability issues stemming from running HPL benchmarks over Thunderbolt and other bugs that surface in prerelease software. Geerling adds he has trust issues when it comes to the secretive development team working on Exo, especially considering it’s an open source project.

However, there’s also some unrealized potential here. The cluster uses the M3 Ultra as that’s the fastest chip in a Mac that supports Thunderbolt 5, not the slower Thunderbolt 4.

While an M4 Ultra chip is out of the way, it’s proposed that an M5 Ultra Mac Studio could be much better, thanks to its use of GPU neural accelerator support. That should give even more of a boost to machine learning research, if Apple gets around to releasing that chip.

Geerling also wonders if Apple could extend the inter-device Thunderbolt 5 connectivity even more, to include SMB Direct. He reasons that network shares behaving at speeds similar to if they were directly attached to the Mac could be a big assist for people working with latency-sensitive and high-bandwidth applications.

Like video editing for YouTubers.

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Morgan Stanley raises Apple stock target to $315, citing incredible 2026

Morgan Stanley has raised its Apple stock price target to $315, with the stock still a core overweight pick for the analysts heading into 2026.

As 2025 comes to an end, analysts take stock of their stock picks from the year and what to expect for the year ahead. For Morgan Stanley, that includes an increase in confidence in Apple.

In a note to investors seen by AppleInsider on Wednesday, Morgan Stanley is increasing its price target for Apple from $305 to $315. This is an increase of $10 from the last time it changed the target on October 31.

In the note, Morgan Stanley says it sees bit opportunities for Apple to grow in 2026.

Memory and AI

When it comes to cloud services and expenditure, Apple’s demand is expected to remain static despite the prospect of rising prices for infrastructure. Enormous RAM cost increases could cause a problem for some companies regarding the bill of materials, which naturally includes Apple.

With pricing pressure on memory, Morgan Stanley doubts that can be offset by Apple Intelligence. The infrastructure buildout to handle AI in general probably cannot outpace the cost of memory rising sharply.

For the price target itself, the raise reflects an unchanged multiple of 32 times for Morgan Stanley’s 2027 financial year expectations. For that year, it anticipates an earnings per share of $9.83, up from $9.55.

The increase is due to an anticipated lower gross margin because of higher memory costs, as well as a 5% higher anticipated revenue. This revenue increase will apparently be from price hikes driven by commodity cost inflation, as well as a marginal increase in iPhone shipment forecasts.

The iPhone 17 cycie in particular is apparently benefiting from a longer 5-year replacement cycle. Core feature upgrades and better carrier subsidies and trade-in offers have also helped increase sales.

Going into 2027, Apple is expected to exit the 2026 financial year with about 550 million iPhones on the market that cannot upgrade to Apple Intelligence. With the new Siri and third-party LLM support expectations, this could help push upgrades more into the year.

That said, Morgan Stanley doesn’t assume Apple will make any real artificial intelligence monetization plays yet. The movements are positive, but there doesn’t seem to be any immediate product or Services upside.

Supply chain and Services

There’s also an effectively unchanged operational expenditure trajectory for Apple, despite historical seasonality, thanks to its AI investments.

Better supply chain leverage than other companies also helps Apple considerably, as well as lower China tariff expectations, and anticipated price increases for iPhones.

Services will still be a growth center, Morgan Stanley forecasts, with sustained double-digit revenue growth for the segment thanks to price increases and App Store improvements.

Ultimately, Morgan Stanley gives Apple a continued “Overweight” rating, a 14% risk-adjusted risk-reward, and a 1.6 bull-to-bear skew.

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App developers escalate EU fight over Apple’s App Store fees

A coalition of developers has petitioned the European Commission, saying Apple’s revised App Store fees continue to disadvantage EU apps.

On Tuesday, 20 app developers and consumer groups have petitioned the European Commission in an attempt to knock down Apple’s commission fees even further. They argue that the fee structure puts their apps at a disadvantage compared to their U.S. rivals.

The Coalition for Apps Fairness (CAF) is made up of companies, including Astropad, Epic Games, Masimo, Life360, Proton, Spotify, and more. Many of these companies have waged war on Apple both on and off U.S. soil.

“This situation is untenable and damaging to the app economy,” CAF said in a statement, first spotted by Reuters. The coalition argues that Apple “continues to flout compliance with EU law,” and takes issue that Apple has not disclosed the new terms for 2026.

In July, Apple replaced its Core Technology Fee (CTE) with a series of other fees. The CTE had developers pay Apple 27% of their App Store earnings to cover the company’s hosting and distribution costs.

The fees Apple proposed were an Acquisition Fee, Store Services Fee, and CTE or Commission.

The Acquisition Fee is 2% on sales of digital goods and services, for up to six months from a user’s initial download. The Store Services Fee pays for the platform, and varies between 5% and 13%, with discounts for small businesses and others.

Currently, it isn’t clear whether Apple’s shuffling of fees was enough to placate the European Commission. What is clear, though, is that EU developers don’t pass on App Store fee savings to users, despite App Store rates falling roughly 10%.

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New UK lawsuit takes another shot at Amazon’s and Apple’s alleged price fixing

Despite both UK and US courts previously dismissing cases about Apple and Amazon allegedly colluding over prices, a new lawsuit has been filed to see if it can do any better.

The accusation in each case is that Amazon and Apple made a secret deal that placed unfair restrictions on independent retailers selling Apple devices on Amazon. Consequently the suit claims that consumers suffered harm as the two firms were able to maintain higher prices than they would.

This case was filed in the US in 2022 and was ultimately dismissed in September 2025. Similarly, Professor Christine Riefa later brought a mass lawsuit — the British equivalent of a class action — to the UK’s Competition Appeal Tribunal (CAT).

That was dismissed in January 2025. Significantly, though, the new suit points out that while the CAT dismissed the case, it did not say that the underlying claims of consumer harm were wrong.

So right then, sleeves up, Justin Le Patourel has taken a seemingly identical suit. And he has done so with the same Competition Appeal Tribunal.

“The merits of the case have always been strong,” said Le Patourel in a statement. “The Tribunal’s earlier refusal to certify the previous claim had nothing to do with the core allegations, which remain compelling and unanswered.”

In details sent to AppleInsider, a representative of law firm Hausfeld & Co said that Le Patourel was bringing a $1.2 billion case against Apple and Amazon.

The same representative also described Le Patourel as a consumer rights champion, who previously led a high-profile action against British wireless carrier BT. It neglects to mention that Le Patourel lost that case and was ordered — by CAT — to pay $18.7 million in costs.

While the essentially identical US case was dismissed in September 2025, it is actually continuing in a highly unusual way. Apple and Amazon are now demanding a total of $2 million in costs from law firm Hagens Berman.

The companies argue that the law firm incurred further costs by dishonestly attempting to keep a dead class action case alive. Amazon and Apple’s filing describes a “lack of candor” by the firm.

Long-time Apple legal foe Hagens Berman later denied misleading the court. However, it did admit that that “the situation could have been handled better.”

The fate of the UK suit is unclear. The writing may be on the wall, though, given how the last two went.

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AirTag 2 to get improved tracking in crowds and while moving

Code references in iOS 26 back up claims of improved precision tracking for Apple’s second-generation AirTags, particularly for situations the current model struggles with.

Following references to home accessories, an updated Studio Display, and upcoming iPads, now yet more snippets have been found in iOS 26 code. This time the most significant ones include more details of the expected AirTags 2.

There have already been references to a second generation AirTag in iOS code, but this latest discovery by Macworld gives a little more detail. It has consistently been expected that a second generation AirTag would have better or more precise tracking, and now it appears that there will be:

  • Improved pairing
  • Detailed battery reports
  • Enhanced Precision Finding
  • Improved Moving feature

In 2022, Apple removed the battery charge indicator in Find My. That meant users couldn’t know an AirTag battery needed replacing until the iPhone began showing warning notifications.

It was never clear how much time an AirTag battery had left after one of these notifications. So to avoid it happening during your holiday, you either had to take careful notes or replace the batteries before you really must.

So an improvement in battery handling would be welcome, but the most marked benefit of AirTags 2 would be this greater location precision. “Improved Moving” is said to be the name of one feature that will mean users can better track an AirTag even when it is moving.

Another feature, as yet unnamed, seemingly aims to counter the problems of tracking one AirTag in a crowded situation.

It’s easy to see how both of these could be particularly useful at airports. As luggage is being moved around the terminal, it will be being gathered together with at least some hundreds of other bags, potentially each with an AirTag.

Perhaps it’s less easy to see how pairing AirTags to an iPhone could be improved. It is already a fast and simple process, although Apple has previously improved the pairing on AirPods 4.

Note that it is possible that at least some of these features may be introduced for the current original AirTag. But others such as the precision finding would require an upgraded Ultra Wideband (UWB) processor, which would mean AirTags 2.

It is claimed that these new precision location features in the code are labelled “2025AirTag.” That suggests that prior reports of AirTag 2 coming in 2025 were correct at the time, though it’s now expected in 2026 instead.

More code leaks

Reports of references in the code to iOS 26 are being slowly eked out, but one more has already surfaced. The report claimed that there are now also references to an updated HomePod mini.

Black spherical smart speaker with a mesh surface, resting on a wooden table, featuring a glossy top control panel.

The HomePod mini is now labeled as ‘discontinued’ or ‘out of stock’ at select online retailers.

The HomePod mini was introduced back in 2020 and has yet to be updated, so it is arguably well overdue.

It’s not clear when such an update may arrive, although the code leaker presumes it will be in 2026. Back in November 2025, though, it was reported that the original HomePod mini was being discontinued, presumably in favor of a new model.