Tech Sector Divergence: Analyzing the Apple vs. Meta Setup Setup

Mega-cap technology is showing a clear split in behavior today. On one side, Apple is attracting steady interest as its WWDC event gets underway, with many looking closely at the upgraded, AI-powered Siri rollout to see if it can drive a major hardware upgrade cycle [5][7]. However, the broader technology landscape is facing headwinds as high capital expenditure forecasts for AI infrastructure raise valuation concerns [11], and several key players deal with regulatory scrutiny or technical security flaws [8][56]. In the macro space, the New York Fed’s consumer survey showed a minor drop in one-year inflation expectations to 3.46% in May [64]. While this softer…