slowday
The former because the rights groups which criticize the corporations are the ones driving the supposed change and enforcing their own morality. Rights groups are probably better moral arbiters than corporations, on account of there being less conflict of interest. And the latter because, while the line can definitely be very hard to trace in various, more ambiguous situations, I really don't think this specific case is one of those. It feels like a slippery slope argument to me, specifically: "If we enforce this, what else are we going to end up enforcing?"
On the other hand, not using our influence over Apple and Google to project power against Saudi Arabia and try to force them to agree to different moral norms signals that their norms (and the behaviour they cause and justify) are ok. And that's how you get millions of women horribly mistreated.
Sovereignty may be a great concept, but not when you use it to justify and normalize abuse. I feel like that should be condemned and not tolerated under any circumstances.