Mac OS Ken AAPL's Rough Thursday + Celebrating Apple@50 - MOSK: 02.13.2026
Feb 13, 2026
A deep dive into a likely exploited iOS 26.3 security fix and what that means for targeted users. Discussion of delayed Apple Intelligence features and how analysts reacted. Coverage of a sharp share sell-off tied to product delays and regulatory pressure. Reports on store closures, streaming format removals in Europe, and a new Vision Pro YouTube app. Preview of Computer History Museum’s Apple@50 events.
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Active iOS Vulnerability Confirmed
- At least one iOS/iPadOS 26.3 vulnerability may have been exploited in targeted, sophisticated attacks.
- Ken Ray urges users to update devices to mitigate the risk immediately.
Apple Intelligence Likely Phased Rollout
- Evercore expects Apple to stagger Apple Intelligence 2.0 features across multiple releases.
- Analyst Amit Daryanani kept an outperform rating and a $330 price target despite potential delays.
Shares Fall After Siri Delay, FTC Scrutiny
- Apple shares dropped sharply after reports of Siri delays and regulatory scrutiny of Apple News.
- Ken Ray notes one-day sell-offs don't define long-term trends but identified those as likely drivers.