Apple(US:AAPL) Feng Huang Wang·2025-07-09 22:53Core Viewpoint - Analysts from LightShed Partners suggest that Apple should consider replacing CEO Tim Cook due to the company's struggles in the AI sector, which pose significant risks to its long-term growth trajectory [1][2] Group 1: Leadership Concerns - The analysts argue that Apple needs a CEO focused on product innovation rather than logistics, highlighting Cook's background in supply chain management [1] - The departure of COO Jeff Williams, who was once seen as a potential successor to Cook, raises questions about the leadership direction of the company [1] Group 2: Market Performance - Apple's stock has underperformed compared to competitors like Meta and Microsoft, with a 16% decline in 2025, while Meta and Microsoft saw increases of 25% and 19%, respectively [2] - Despite the current stock decline, Apple's long-term performance under Cook has been strong, with a cumulative stock increase of over 1400% since he became CEO, compared to a 430% rise in the S&P 500 during the same period [2]