Research firm LightShed partners says Apple should consider replacing Tim Cook as CEO, but the change is unlikely to occur any time soon.
In a note to clients seen by Bloomberg, analysts Walter Piecyk and Joe Galone say that “Apple now needs a product-focused CEO, not one centered on logistics.”
Bloomberg notes that Apple shares have “badly lagged” behind rivals like Microsoft and Meta this year after losing ground in the race to deliver compelling artificial intelligence features. Apple shares have fallen 16% in 2025, compared with gains of 25% for Meta and 19% for Microsoft.
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