By Yahoo Finance Video
Publication Date: 2026-04-21 14:37:00
00:00 Speaker A
When Tim Cook was named as CEO in 2011, I was still a sell-side stock analyst. So it feels in some way like this news of Cook stepping aside is personally a big moment for me too, even though I own no Apple shares. Tim Cook has been my Apple CEO. Now I have to get used to this new guy, John Turnis as I round the corner in I, my retirement years. I am playing around here a little bit, but you get the point, I think. But this news brings up a debate I wanted to have here on opening bid.
00:31 Speaker A
What is the better investment in big tech right now? And I’m going to boil it down to two names for simplicity. Do you go long a John Turnis led Apple, a proven company with an unproven CEO, tasked with hardware rejuvenation and AI relevancy, or do you go long Microsoft, a proven tech beast with OpenAI exposure and a proven CEO in Satya Nadella? As the sweetener here for Microsoft, the stock is down 14% this year. So it can be had at a relative…
