Apple Faces Executive Turnover Amid Concerns Over Potential Departure of Chip Chief
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 07 2025
0mins
Should l Buy META?
Source: Yahoo Finance
Executive Departures: Apple is experiencing significant turnover in its top management, with key figures in artificial intelligence and interface design leaving, raising concerns about the company's future in AI development.
Impact on AI Development: The loss of talent, including the AI chief John Giannandrea, could hinder Apple's progress in AI, especially as competitors attract its skilled personnel.
Challenges Ahead: Apple faces the challenge of rebuilding its team and innovating in a competitive landscape, as it has not successfully launched a new product category in a decade.
CEO's Assurance: Despite the executive shake-up, CEO Tim Cook claims that Apple is working on its most innovative product lineup yet, although the company’s recent performance in AI has been underwhelming.
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Analyst Views on META
Wall Street analysts forecast META stock price to rise
44 Analyst Rating
37 Buy
6 Hold
1 Sell
Strong Buy
Current: 668.690
Low
655.15
Averages
824.71
High
1117
Current: 668.690
Low
655.15
Averages
824.71
High
1117
About META
Meta Platforms, Inc. is building human connections, powered by artificial intelligence and immersive technologies. The Company's products enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality (VR) and mixed reality (MR) headsets, augmented reality (AR), and wearables. It also helps people discover and learn about what is going on in the world around them, enabling people to share their experiences, ideas, photos, videos, and other content with audiences ranging from their closest family members and friends to the public at large. The Company's segments include Family of Apps (FoA) and Reality Labs (RL). FoA segment includes Facebook, Instagram, Messenger, WhatsApp and Threads. RL segment includes its virtual, augmented, and mixed reality related consumer hardware, software and content. Its product offerings in VR include its Meta Quest devices, as well as software and content available through the Meta Horizon Store.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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Tech Sector Decline: A key index tracking the "Magnificent Seven" tech giants has entered correction territory, reflecting challenges in the technology sector.
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See More
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- Portfolio Shift: During a recent investor presentation, Ackman revealed that Pershing Square exited its long-held position in Chipotle, reallocating roughly 10% of its portfolio to Meta Platforms, indicating a strong conviction in the AI sector.
- Major Stake in Meta: Pershing acquired approximately $2 billion in Meta Platforms last quarter, representing nearly 10% of its fund, reflecting Ackman's optimism about Meta's growth potential, particularly in AI investments.
- AI Investment Outlook: Meta's Q3 earnings report indicated plans for significantly increased AI-related spending in the coming years, which initially spooked investors but Ackman believes will benefit Meta's core social media business by enhancing ad effectiveness and driving revenue growth.
- Valuation Appeal: Despite trading at 21.8 times 2026 earnings estimates, Meta's core business valuation drops to only 18 times when excluding Metaverse spending, highlighting its relative undervaluation in the market, which continues to attract Ackman's investment.
See More
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- Market Potential Analysis: According to a forecast by Boston Consulting Group, quantum computing could generate between $450 billion and $850 billion in global economic value by 2040, attracting significant investor interest despite its smaller market size compared to artificial intelligence.
- Risks and Challenges: While quantum computing stocks present substantial return potential, they face risks such as share dilution and slow commercialization; collectively, these four companies issued over $4.1 billion in common stock and warrants in 2025 to raise capital, which could negatively impact existing shareholders.
- Competitive Pressure: With the
See More
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- Portfolio Restructuring: Ackman's Pershing Square exited its position in Chipotle to allocate approximately $2 billion into Meta Platforms, constituting nearly 10% of its portfolio, reflecting strong conviction in the AI sector.
- Market Reaction Analysis: Following Meta's Q3 earnings report, the stock plummeted from $750 to below $600, yet Ackman's cost basis is around $625, indicating his firm belief in Meta's future growth potential despite volatility.
- AI Investment Outlook: Meta plans to significantly ramp up AI investments by 2026, which may strain cash flow in the short term; however, Ackman argues that the core social media business will benefit, enhancing ad effectiveness and driving revenue growth.
- Valuation Advantage: While Meta trades in line with the market, its core business has a P/E ratio of only 18 times earnings, suggesting that with over 3.5 billion daily active users, Meta still presents an attractive opportunity for long-term value for investors.
See More
