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The End of the Apple Era: Cook's Final Lesson
At 1 a.m. Beijing time on June 9, Tim Cook will host his last WWDC 2026 keynote as CEO.
This "supply chain master" who has been at the helm for 15 years will officially step down this September, succeeded by Senior Vice President of Hardware Engineering, John Ternus.
Over the past 15 years, Cook has transformed Apple from the innovative legend of the Jobs era into a trillion-dollar ecosystem empire: iPhone remains king, services business skyrockets, and cash reserves are strong.
He is not a poetic storyteller, but a pragmatic leader who makes Apple "indispensable." This is a perfect relay race. From Jobs to Cook, then to Ternus, Apple has transitioned from a romantic revolution to rational expansion, and now to engineer-led management.
We look forward to Ternus' era accelerating breakthroughs in AI hardware integration and AR/VR.
Impact on stock price:
In the short term, if WWDC delivers impressive AI updates along with farewell sentiment, AAPL may see a slight rise.
In the long term, a smooth transition plus Cook remaining as Executive Chairman provides strong strategic continuity and market confidence.
As long as the new CEO’s execution is effective, Apple’s moat remains solid.
An era quietly ends, but Apple’s story is far from over.