Apple's stock has declined 16% year-to-date due to various pressures, including tariffs affecting its supply chain and concerns about its artificial intelligence initiatives. Analysts from LightShed Partners argue for a leadership shift, suggesting that a product-focused CEO is essential amid AI shortcomings. Recent mentions of the company's AI efforts have been criticized as underwhelming, with reports of missed opportunities. Market watchers are now looking for signals of improvement in the upcoming earnings call to regain investor confidence.
Apple now needs a product-focused CEO, not one centered on logistics. Apple has 'pulled the string' on too many product categories, only to see them fall short of meaningful scale, or fail to materialize entirely. But AI is not something that Apple can merely 'pull the string' on. Missing on AI could fundamentally alter the company's long-term trajectory and ability to grow at all.
Apple was nowhere with AI then, and little has changed since. Some market watchers have called out the company's AI efforts as half-baked, emphasizing the urgent need for significant changes in leadership.
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