Analyst Calling for Apple (AAPL) CEO Tim Cook’s Exit Says Company ‘Fooled’ Investors About AI

Apple is one of 10 noisy stocks that everyone talks about.

Walter Piecyk from Lightshed Partners recently talked about his note that discusses his ideas about Apple that needs the new CEO. Analyst believes that Tim Cook can be replaced by a “product -focused” executive director, and can plan to change driving well for the arrow. He believes that Apple Inc (NASDAQ: AAPL) “deceive” investors about AI’s plans.

“I mean, they have effectively deceived investors last year at WWDC, which makes them think there is a path to artificial intelligence when there is no one. We all know the case of Siri today. I know that it has been joking – this may be an option to acquire. This is not only in a situation that cannot be so. He pushes them forward and gives them a starting point they can at least build. “

Photography Alexander Bourmotin on non -zubash

Apple Inc (NASDAQ: AAPL) is in urgent need of new incentives. The company’s revenues in China decreased by 8 % in the fiscal year 2024, after a decrease of 2 % in the previous year. The Chinese market represents about 15 % of the total Apple revenue, so this declining trend cannot be ignored.

Investors have had hopes of wearable devices, home and accessories, but so far its performance has been weak. Vision Pro has a strong competition from the Quest from Meta worth $ 500 and the most reasonable prices, making it difficult to justify its price of $ 3500. The Apple HomePOD failure, is unable to compete with low -price Amazon and Google offers, highlights the challenges in this market.

The iPhone 16 of Apple has not shown promising growth prospects so far, and investors are still waiting and seeing the artificial intelligence platform.

MAR Vista US Quality Premier strategy has mentioned the following regarding Apple Inc. (Nasdaq: Aapl) Investor message in the second quarter 2025:

“Apple Inc. (NASDAQ: AAPL) shares were under pressure in the first half of the calendar in 2025 amid fears of softening the demand for iPhone, the height of the Huawei competition in China, the challenges related to the operation of Apple intelligence, its new display on the device, and potential heads. Despite these pressures in the short term, we continue to look at Apple as a competitive advantages, based on the strength of its ecosystem. With more than two billion active devices and more than a billion subscribers pay, Apple benefits from a loyal customer base and a growing flow of repeated services revenues. This stable cash flow allows continued investment in innovation, even during periodic periods of softness. We believe that the current opposite wind is passing, and Apple remains in a good position of driving in the emerging category of edge devices that support artificial intelligence. “