The story lists Apple as a large VOO holding and links the fund to AI companies. It reports no change to Apple's business, so it does not change its outlook.
This is about what an index fund owns, not a new development at Apple. The article describes Apple as an AI-related holding, but reports no change to its sales, products, or plans. So it does not change the outlook for Apple.
The story lists Amazon among VOO's largest holdings and discusses the fund's AI exposure. It reports no new change to Amazon's business, so it does not change its outlook.