EXCLUSIVE: Ross Gerber Says Apple's New CEO Should Partner With This Tech Giant – 'It's A Perfect Matchup'

Wealth manager Ross Gerber urged Apple’s incoming CEO John Ternus to pursue a strategic partnership with Alphabet (Google) and prioritize new product development to shore up Apple’s position in the AI era. Gerber said a deal — e.g., integrating Google’s Gemini and Waymo into Apple’s ecosystem — could pair Google’s AI and software strengths with Apple’s hardware moat. He also pushed for Apple to accelerate smart glasses and a phone-free health tracker (an Apple Watch without a face), saying Vision Pro underperformed and Apple is losing share to rivals like Whoop. Market implication: Gerber frames such moves as potential catalysts for Apple (AAPL.OQ) and Alphabet (GOOG) and highlights that both are major holdings in his GK ETF, potentially impacting sentiment and flows if management pursues partnerships or product launches.