Apple's AI Ambition Has A Picks-and-Shovels Trade — Here's Who Could Win

Apple's WWDC 2026 is expected to unveil major AI features including a rebuilt Siri, iOS 27 integration, and hardware upgrades that could trigger a multi-generational device refresh cycle. Investors are positioning in Apple's supply chain companies that would benefit from increased demand, including semiconductor manufacturers, component suppliers, and display technology providers.