Apple Naming Ternus CEO Is a Great Move, Ross Gerber Says

Watch on YouTube ↗  |  April 20, 2026 at 21:34  |  5:05  |  Bloomberg Markets
Speakers
Ross Gerber — CEO, Gerber Kawasaki Wealth Management

Summary

Ross Gerber discusses Apple's CEO transition to John Ternus, expressing strong support and a bullish outlook. He emphasizes the need for innovation in hardware, particularly AI glasses, and potential strategic shifts under new leadership.

  • Ross Gerber reacts positively to Apple naming John Ternus as CEO.
  • He believes it's time for change and new blood at Apple.
  • Gerber highlights Apple's hardware strengths and opportunities in AI glasses.
  • He suggests Apple could partner with Google for AI software.
  • Gerber discusses glasses as the next big AI product opportunity.
  • He hopes for a more acquisitive Apple under Ternus.
  • The conversation covers Apple's competitive position relative to Meta and Google.
  • Gerber expresses confidence in Ternus's ability to lead Apple forward.
Trade Ideas
Ross Gerber CEO, Gerber Kawasaki Wealth Management 0:28
Bullish on Apple due to new CEO.
The appointment of John Ternus as Apple's CEO is a positive development that brings new blood, hardware expertise, and internal knowledge to lead innovation, particularly in areas like AI glasses and potential acquisitions, addressing past software shortcomings and leveraging Apple's hardware monopoly for future growth.
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This Bloomberg Markets video, published April 20, 2026, features Ross Gerber discussing AAPL. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: Ross Gerber  · Tickers: AAPL