Not really much of a coincidence because Apple news is frequent, but I just finished The One Device by Brian Merchant. I recommend it fairly strongly for folks who still enjoy reading fat books. Any left on ye olde Slashdot? Also interested in later books on the topic, but my main theoretical conclusion is that the Chinese must be putting backdoors into many or most of the iPhones built in their jurisdiction. Sort of a twisted joke, but I actually imagine that Huawei has the competence to support two versions, backdoored for domestic customers and clean for export, but I think Apple couldn't manage that trick, notwithstanding the secretive corporate culture, and as it relates to this particular story, I think the "backdoor" proof would hurt the stock price much more than 10%. (But the book also shows the limits of his technical chops... Especially in the cybersecurity sections.)
However Apple is the poster child for "opinion of value" uber reality. The book spends a chapter on how those marketing tricks work. Meanwhile, stock prices are just another opinion these years. Apple probably has more problems with the opinion leaders who are arguing Apple isn't doing enough AI yet.
Anyone hereabouts know enough about ye olde Hypercard to make an AI hypercard joke? Apple needs a house of AI hypercards to boost their stock price?