The Tiniest Move Up for an AAPL Target - MOSK: 02.03.2025

Mac OS Ken

Ken Ray

Mac, Computers, Technology, Ipad, Tablets, Phones, Iphone, X, Apple, News, Smart, Os, Smartphones

4.8 • 972 Ratings

🗓️ 3 February 2025

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

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Summary

- Morgan Stanley Ups Apple Target Post Q1FY25 Earnings - Report: Apple Kills Secret AR Glasses Project - Report: Confetti - New Apple Invitation Service Could Launch This Week - Report: Apple Retail Locations Dropping Multi-Year AppleCare+ Option - Apple Agrees to Settle Apple Watch Battery Swelling Suit - Self-Help Book from “Severance” Hits Apple Books - Sponsored by Factor: Get 50% off your first box plus free shipping with code macosken50off at FACTOR MEALS.com/macosken50off - The latest on the Change Healthcare Hack on Checklist 409 - online at checklist.libsyn.com - Catch Ken on Mastodon - @[email protected] - Chat with us in Patreon for as little as $1 a month. Support the show at Patreon.com/macosken - Send me an email: [email protected] or call (716)780-4080!

Transcript

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0:00.0	This is MacOS Ken.
0:08.8	One Apple Target moves a tiny bit higher,
0:11.8	three Apple stories from German,
0:14.3	and get ready to meet the UUR.
0:18.2	It is Monday the 3rd of February, 2025 I'm Ken Ray and this is news from MacOS Ken.
0:27.4	Brought to you by yours truly and sponsored by Factor. Meals that are smart and delicious.
0:34.8	Get 50% off your first box plus free shipping with code macOS Ken 50 off at
0:41.6	factor meals.com slash macOS Ken 50 off. This show was also supported by people like you,
0:53.3	patrons through Patreon.
0:56.2	Find out more in that your support at patreon.com slash macOS can.
1:04.8	Last week's earnings report from Apple didn't prompt the smallest raised target imaginable, but almost.
1:13.1	Apple Insider highlights movement from Morgan Stanley late last week, which raised its target
1:18.6	on Apple's shares, $2.2. $2. Working in Apple's favor, stuff Apple set on the call, including its call for low double-digit
1:34.4	growth for services in the March quarter and that 2.35 billion device installed base.
1:41.5	According to the firm, according to Apple Insider, this implies a 7% year-over-year growth
1:47.8	with 150 million new devices added over the last year. Past the current quarter, Morgan Stanley
1:56.3	buys what Apple's selling in terms of next quarter's OS updates.
2:06.9	Furthermore, the piece says, the Morgan Stanley notes states that iOS 18.4 in April is an important catalyst looking forward for iPhone sales.
2:12.2	That update is expected to have the upgraded Siri and support for multiple more languages,
2:17.9	therefore expanding the demand for the iPhone in the newly supported countries.
2:23.3	There are potential negatives not mentioned in the note, though, noted by Apple Insider.
2:30.4	While Apple Intelligence is adding support for simplified Chinese, the fee says it is not clear
	...

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