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Should Apple replace Tim Cook as CEO? These analysts want a dramatic change. - MarketWatch

1. Apple's COO Jeff Williams will retire, causing leadership concerns. 2. LightShed analysts suggest a product-focused CEO is needed. 3. Apple may see modest iPhone sales recovery but not a supercycle. 4. AI capabilities are lagging, which could affect Apple's future growth. 5. Failures with Siri highlight challenges in AI development.

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FAQ

Why Bearish?

Concerns over AI stagnation and leadership instability negatively impact investor confidence.

How important is it?

Leadership transitions and AI relevance are critical in shaping Apple's performance and market strategy.

Why Long Term?

Leadership changes and AI performance could reshape Apple's strategic focus and market position long-term.

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