Why did U.S. tech and Apple fall today?

AI headlines revived the SaaS is dead debate, suggesting assistants could compress software pricing. That narrative, plus higher U.S. yields, pressured growth valuations and risk appetite. Contagion then hit Japan trading hours as investors cut exposure to software-exposed names and waited for clearer macro and earnings signals.

How does the SaaS is dead theme affect Apple specifically?

Apple is less exposed to per-seat SaaS than enterprise vendors. Its Services are bundled and consumer-focused, which can offset pricing pressure. Still, AI may alter third-party monetization and App Store dynamics. Investors should track Services growth, retention, and any AI-driven changes to subscription mix and margins.

What Apple levels and signals are most relevant now?

Key references include the 50-day average near 268, the 200-day near 240, and Bollinger lower band around 263. RSI near 27 flags oversold. These are context, not guarantees. Traders can scale entries, use ATR-based stops, and reassess after data or earnings shift momentum and breadth.

What should Japan-based investors prioritize when sizing Apple positions?

Focus on valuation sensitivity to rates, potential AI headline volatility, and USDJPY risk. Consider staggered buys, hedges for currency exposure, and modest sizing into catalysts. Align entries with macro data, the Apple earnings date, and evidence that AI augments rather than replaces key revenue drivers.

Global Market Insights

AAPL Stock Today, February 14: Tech Slides on ‘SaaS Is Dead’ AI Fears

ByHuzaifa Zahoor February 14, 2026February 14, 2026

SaaS is dead fears resurfaced on February 14 after fresh AI advances revived worries that AI disrupts software economics. The Anthropic shock pressured megacaps as the Magnificent Seven slide deepened. AAPL stayed under pressure as investors weighed multiple risk and potential revenue cannibalization across software-exposed names. Higher rates added to the selloff in U.S. trading and the weakness spilled into Tokyo. We look at what changed, why the narrative matters for Japan-based portfolios, and the key Apple levels to watch next.