The Core: Apple TLDR (May 29) – applemust.com

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Apple Must
Apple Must
Insights for the rest of us
by Jonny Evans · Published · Updated
Apple has surged 15% so far this month breaking value records as analysts and investors finally seem to think the company is about to introduce powerful new AI tools at WWDC next month. Read on for what else has happened in the last 24 hours:
Apple will present 14 AI research papers at the 2026 IEEE/CVF Conference on Computer Vision and Pattern Recognition in Denver next week, spanning image generation, spatial understanding, and multimodal reasoning, here’s what that might mean.
Apple is bringing DSLR-level cameras to iPhone – at a cost. The camera hardware planned for the iPhone 18 Pro lineup could cost Apple 50% more than today because of a variable-aperture lens system for the 48MP cameras.
“MacBook Neo shipments have come in better than expected, with the 2026 shipment forecast raised to 10 million units,” said analyst. Student purchasers may want to sit back a little longer for Apple’s Back to School deals, which are usually introduced in June.
We’re seeing interesting activity in MacBook Air sales with Amazon slashing almost $200 from the price of the entry-level 13-inch model, which you can now find using this Amazon affiliate link for as little as $899.
9to5 spotted an interesting study as Harvard researchers analyzed over 94,000 nights of Apple Watch sleep data to better understand how sleep patterns change during perimenopause. Symptoms included hot flashes reported by 82.3%, irritability by 68.1%, mental exhaustion by 65.7%, and sexual symptoms by 65.6%, the report said.
Apple’s latest conflict minerals report says there was “no reasonable basis for concluding that any smelters or refiners of 3TG identified in our supply chain as of December 31, 2025, directly or indirectly financed or benefited armed groups in the Democratic Republic of the Congo or an adjoining country.”
People continue to consider Apple’s leadership once Tim Cook resigns as CEO, speculating that incoming CEO John Ternus may reshape Apple around hardware and AI acceleration. Analysts see the next 12–18 months as pivotal to the company and its hardware plans.
The IAM Union held a protest against Apple’s decision to close its Towson store, the first unionized Apple retail location in the United States (see image above). The Union – as it should – is pushing back against the decision, particularly as the company isn’t offering workers the same broad relocation choices it offers non-unionized staff. If that’s true, it frankly sucks.
Just two days since developers got them, Apple provided public beta testers with the first betas of iOS 26.6, iPadOS 26.6, macOS 26.6, watchOS 26.6, and tvOS 26.6.
Check out previous editions of The Core here
You can follow me on social media! Join me on BlueSky,  LinkedIn, and Mastodon.
Jonny Evans
Watching Apple since 1999. I don’t say what they should do. I say what they might do. They sometimes do.
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