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Apple’s 2,300% Rally Under Tim Cook

Tim Cook hands the reins of Apple to John Ternus after a 15-year run that transformed the company into a $4.6 trillion giant and delivered a nearly 2,300% stock gain. Bloomberg’s Ryan Vlastelica looks at Cook’s market legacy and why Apple shares are increasingly moving against the broader AI trade. He joins Ed Ludlow on…

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Tim Cook hands the reins of Apple to John Ternus after a 15-year run that transformed the company into a $4.6 trillion giant and delivered a nearly 2,300% stock gain. Bloomberg’s Ryan Vlastelica looks at Cook’s market legacy and why Apple shares are increasingly moving against the broader AI trade. He joins Ed Ludlow on “Bloomberg Tech.”
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2 Comments

2 Comments

  1. @RikMaxSpeed

    September 1, 2026 at 2:31 pm

    Strange to see such market growth in a company that barely seems to innovate, and sometimes plays catch up. But it’s also reliable and dependable…

  2. @JohnNorton-u1k

    September 1, 2026 at 4:37 pm

    Tim Cook built Apple up to being a $4 trillion company but in the process sowed the seeds which could well reduce Apple to being only a $3 Trillion company within the next year. The issue is that Tim Cook’s only real skill was squeezing as much profit as possible out of the supply chain.

    A few years ago after RAM prices crashed Micro begged Apple to pay a little more for their RAM so that they could invest in new chip fabs to meet the next boom. Tim refused which sowed the seeds for Apple and everyone else’s catastrophic shortage of RAM chips. Also because Tim Cook ensured that no one would make any profit out of making DDR4 and DDR5 RAM chips Micron and others switched to a different kind of RAM more suited to data centres.

    Now due to extreme RAM and flash memory shortage the new $899 M6 Mac Mini only has 16Gb of RAM and 256Gb of flash memory which makes it unsuited to general purpose computing. If you give it a sensible amount of RAM and flash memory then this ups the price by 50%.

    Tim Cook has also not invested much into Software development which means that whereas Google has state of the art Gemini AI in its android phones Apple intelligence failed which forced Apple to license Gemini AI for its phones. This means that the Apple version of Gemini AI will always be around a year behind the version in android phones.

    I don’t have good vibes about John Ternus because being a mechanical engineer he is likely to double down on making Apple hardware better and not invest as much in Apple software.

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Bloomberg Technology

Anthropic’s Compute Bet, Musk on AI, Apple’s New CEO | Bloomberg Tech 9/01/2026

Bloomberg’s Ed Ludlow breaks down Anthropic’s $35 billion computing deal with Nvidia-backed cloud provider Lambda as the AI startup looks to expand its AI capacity. Plus, Elon Musk predicts AI will increase the global economy by up to 30%. And, John Ternus officially takes over as Apple CEO as the company gets ready for a…

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Bloomberg’s Ed Ludlow breaks down Anthropic’s $35 billion computing deal with Nvidia-backed cloud provider Lambda as the AI startup looks to expand its AI capacity. Plus, Elon Musk predicts AI will increase the global economy by up to 30%. And, John Ternus officially takes over as Apple CEO as the company gets ready for a new product unveil next week.

00:00:00 – Bloomberg Tech Begins
00:01:12 – Sarah Frier, Bloomberg News
00:04:48 – Stephanie Aliaga, JP Morgan Asset Management
00:12:57 – Michael Shepard, Bloomberg News
00:16:15 – Winnie Hsu, Bloomberg News
00:19:32 – Spencer Soper, Bloomberg News
00:23:35 – Ryan Vlastelica, Bloomberg News
00:26:13 – Mark Gurman, Bloomberg News
00:31:39 – Peter Millard, Bloomberg New
00:33:46 – Jason Oxman, Information Technology Industry Council
00:42:00 – Samantha Kelly, Bloomberg News
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“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.

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Bloomberg Technology

Dyson Unveils AI-Powered Toothbrush With Built-In Camera

Dyson introduced a $499 toothbrush that uses AI and a built-in camera to give real-time feedback. The toothbrush, called CameraJet, is the first with an integrated camera to narrow in on the gaps in the teeth and direct a precision jet at them. Bloomberg’s Sam Kelly joins Ed Ludlow on “Bloomberg Tech.” ——– Like this…

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Dyson introduced a $499 toothbrush that uses AI and a built-in camera to give real-time feedback. The toothbrush, called CameraJet, is the first with an integrated camera to narrow in on the gaps in the teeth and direct a precision jet at them. Bloomberg’s Sam Kelly joins Ed Ludlow on “Bloomberg Tech.”
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Can the US AI Boom Survive Data Center Backlash?

Data centers are emerging as an issue in political races across the US as voters raise concerns about power costs and the rapid AI infrastructure buildout. Information Technology Industry Council CEO Jason Oxman discusses the tech industry’s response, growing calls to restrict new projects, and why continued investment is critical to competing with China in…

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Data centers are emerging as an issue in political races across the US as voters raise concerns about power costs and the rapid AI infrastructure buildout. Information Technology Industry Council CEO Jason Oxman discusses the tech industry’s response, growing calls to restrict new projects, and why continued investment is critical to competing with China in AI. He joins Ed Ludlow on “Bloomberg Tech.”
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