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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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SpaceXAI’s Grok Bot has topped 400,000 weekly users roughly a month after its launch, offering an early look at demand for Elon Musk’s push into AI agents. The product, which is separate from the flagship Grok chatbot, is designed to operate more like an always-on employee as SpaceXAI competes with OpenAI and Anthropic in the growing market for AI agents. Bloomberg Tech’s Ed Ludlow reports.
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Fei-Fei Li: AI’s Future Is ‘About Humans’

AI pioneer and World Labs CEO Fei-Fei Li discusses Atlas, the company’s latest world model designed to understand and generate 3D environments for applications spanning robotics, design and science. Li explains why spatial intelligence could become a major frontier beyond language models, and weighs in on the broader AI safety debate, arguing that humans must…

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AI pioneer and World Labs CEO Fei-Fei Li discusses Atlas, the company’s latest world model designed to understand and generate 3D environments for applications spanning robotics, design and science. Li explains why spatial intelligence could become a major frontier beyond language models, and weighs in on the broader AI safety debate, arguing that humans must remain in control and that independent benchmarks, academia, government and industry all have a role in evaluating increasingly powerful systems. She joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Can Silicon Valley Reinvent College for the AI Era?

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The Horowitz Andreessen Academy is launching a new alternative to traditional college aimed at preparing young people for the AI economy. Backed by $42 million and supporters including Andreessen Horowitz, OpenAI, Anthropic, and Nvidia, the San Francisco-based program will focus on building with AI, interpersonal skills and hands-on projects rather than traditional majors. Founder and CEO Gagan Biyani joins Ed Ludlow on “Bloomberg Tech.”
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