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Transferul de conducere al CEO-ului Apple vine acum cu cifre. Tim Cook a devenit președinte executiv, în timp ce John Ternus a preluat funcția de CEO pe 1 septembrie. Un document depus la SEC indică un salariu pentru Ternus de 3 milioane de dolari, plus o recompensă țintă de 55 milioane de dolari în acțiuni pentru anul fiscal 2027. RSU-urile bazate pe performanță reprezintă 75%, legate de randamentele acționarilor Apple comparativ cu firmele din S&P 500. Veteranul în inginerie hardware preia conducerea în timp ce Apple accelerează AI, cipurile și noile dispozitive. Poate el să ofere o foaie de parcurs mai clară în domeniul AI, hardware și lanțurilor de aprovizionare, susținând în același timp evaluarea AAPL?
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$AAPL - APPLE’S NEXT BIG BET: FOLDABLE IPHONE AND AI
DA Davidson reiterated its Neutral rating on Apple, with a $270 price target.
Analyst Gil Luria says Apple’s next growth phase under John Ternus could depend heavily on a foldable iPhone Ultra, broader price increases and continued AI improvements.
Without these drivers, Apple could face revenue pressure next year after its strongest iPhone upgrade cycle in five years.
Future innovations—including a glass iPhone, AirPods with cameras and smart glasses—could also be crucial to sustaining investor and consumer interest.

$AAPL rose 3.3% to $319.70, outperforming the capital-heavy AI stack.
Apple generated $117.0B of nine-month operating cash against $6.8B of property spending and returned $62.1B through buybacks. Services carried a 75.6% gross margin.
It distributes AI instead of building it.



Tim Cook to be paid $47 million as Apple’s, $AAPL, executive chair, per FT
Tim Cook handing Apple to John Ternus after a 15-year, $350B-to-$4.6T run reads as a corporate story — but the crypto angle is narrower: the App Store. Apple has been the single biggest gatekeeper on mobile crypto — the 30% cut, NFT limits, wallet and dApp restrictions. Now a hardware engineer runs the world's largest distribution rail. Don't price in a policy pivot, but who controls that rail matters more to crypto's mobile UX than most headlines admit.
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