Dan Evez extenses the Apple Technology Gallery as a “episode of” Back to the Future “and attends heat on Tim Cook above the” Elephant in the room “

While his fellow Titans are racing to put AI in the foreground and the center, the Apple WWDC’s width was noticeable for her close silence in this topic. “I barely mentioned artificial intelligence,” Evis commented in his latest report, describing it, “The elephant in the room.” He pointed out that this was a flagrant contradiction with the degree of fever that was seen in the competitions of the competing developer. Analysts, investors and developers who have been seized with great disclosure expectations that would explain Apple’s aspirations for the “AI Revolution”. Instead, they saw while the company was leaning on traditional strengths – Hardware updates and strong services story – it wanders in the future of Apple’s ALER AIR road map clearly mysteriously.

This omission has become an increased concern for analysts like IVES, who believe that Apple is at a crossroads. “It has become clear that any innovation about artificial intelligence in Apple does not come from within the walls of Apple Park,” referring to the famous company’s headquarters. While Apple has historically proud to build transformational technology at home, Evis argues that those days may end.

It is time to acquire?

He wrote, “It is time” for the great acquisition, and sorting in confusion as a goal “Do not think” – even if it costs 40 billion dollars. According to IVES, such a step can be immediately late from the AIG AI platform and helps to re -put Siri as the “AI Gate following consumers”.

To date, the largest Apple acquisition remains, a $ 3 billion deal in 2014 – which is smaller than the types of deals that transform the artificial intelligence sector today. Evis suggests that Apple’s approach traditionally caution towards mergers and purchases may hinder him at a time when speed is everything. He warned that “artificial intelligence technology in the institution and the consumer occurs at such a quick pace that Apple will not be able to catch up with an internal building.” The risks, according to IFES estimates, are high: the successful AI liquefy strategy can add up to $ 75 per share to evaluate Apple. “We believe (CEO Tim) Cook needs to tear satellite aid and finally a fusion deal.”

Silent artificial intelligence narration in WWDC comes within a broader transitional period for Apple. While the demand for iPhone – a company bell – passes strongly in the world, with a special improvement in China after a year of difficult competition, the company faces the increasing opposite winds. Trade tensions, advanced supply chain risks, and increased pressure from low -prices competitors in Asia have confirmed the basic markets of Apple.

Currently, analysts keep believing in the short term. Wedbush maintains its “Outperform”, with a 12 -month price goal of $ 270 per share, indicating the expected growth driven by the next iPhone 17 and the continuous power of services. The stock was traded at $ 211.27 at the time of this report. But IVES is steadfast: the next chapter – which was rotated on artificial intelligence – will determine the future of Apple.

The unusual Cook record – and rising criticism

In order to be clear, Cook achieved a legendary tour after Steve Jobs succeeded in 2011. For the 14 -year -old, he led Cook Apple during a period of establishing the value of extraordinary shareholders – transferring a $ 300 billion company to Titan with a value of $ 3.2 trillion. Under his leadership, Apple improved its operational efficiency, reactivated the services department, and made huge profits through fixed strikes such as iPhone, AirPods and Apple Watch. But as luckJeff Colvin mentioned“Suddenly his weaknesses are shown in the era of artificial intelligence.”

A group of analysts joined IVES in saying that the operating excellence of Cook and the mastery of the supply chain may not be sufficient to win the future, as the era of artificial intelligence increases the priorities of the technology industry. The first half of 2025, moreover, was bruises. The company’s shares decreased by 16 %, while competitors love Microsoft and alphabet It rose on aggressive bets in artificial intelligence. The “Apple Intelligence” initiative, which was supposed to put Siri and other features at the AI’s vanguard, has failed to obtain enthusiasm for the investor or developer. Meanwhile, the main executive officials of Amnesty International have left: Robing Bang, the first executive of Apple recently defected DeadA few weeks after another world of artificial intelligence, Tom Gunter resigned,. At the same time, the CEO of Operations is to retire Jeff Williams-a long-term success.

This departure from the discussion was intensified on the Apple innovation line. Critics argue that under Cook, Apple has not provided any real transformational product since the era of jobs, with the latest songs – such as AirPods or Apple Watch – redefine product categories instead of redefining them. Analysts warn that the risks are present: if smart devices turn into new models centered on artificial intelligence and Apple’s failure to respond strongly, the company platform risk limitations.

Lightshed Partners shook investors and technical press in July by calling for system change. Analysts Walter Piecyk and Joe Galone insisted that Apple need the CEO of the product, and not one of them focuses on logistical services. They have warned Apple’s lack of convincing innovation in artificial intelligence and relatively stagnant progress for Siri can lead to irreversible competitive edge such as Google, Microsoft and Openai Press Forward.

Cook defenders argue that Apple has a unique position: give them Lock-in platforms time to implement AI’s measuring response. Historically, the company was rarely the first doctrine-success derived from the mastery of current technologies, not its invention. However, with the main effect of Amnesty International compared to the Internet or electricity, allowing the competition to determine the pace may be dangerous.