A Trio of Troubles and Apple Sues a Leaker - MOSK: 07.21.2025

Mac OS Ken

Ken Ray

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

4.8 • 972 Ratings

🗓️ 21 July 2025

⏱️ 12 minutes

🔗️ Recording | iTunes | RSS

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Summary

- HSBC: A.I., Tariffs, and Regulators Could Stifle Apple Stock - Meta Hires Away Two More of Apple’s A.I. Talent - Report: UK Home Office Seeks Offramp for Apple Encryption Backdoor Demand - Apple Sues YouTube Leaker Jon Prosser - Out with the Old, in with the New Apple Touchwood Centre - Apple TV+ Drops Season-Four “Stillwater” Trailer Ahead of August Premier - “F1: The Movie” Blows Past $450 Million at Box Office - On Checklist No. 432 - The FBI warns of healthcare phishing, perhaps fueled by known healthcare data breaches. Find out more at checklist.libsyn.com - Catch Ken on Mastodon - @[email protected] - Send Ken an email: [email protected] - Chat with us on Patreon for as little as $1 a month. Support the show at Patreon.com/macosken

Transcript

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0:00.0	This is MacOS Ken.
0:08.8	A trio of troubles for Apple shares.
0:11.5	Apple sues a YouTube leaker.
0:13.8	An F1, the movie, races past 400 million.
0:18.6	It is Monday, the 21st of July 2025.
0:22.4	I'm Ken Ray and this is news from MacOS Ken.
0:28.0	Brought to you by yours truly and supported by people like you.
0:33.5	Patrons through Patreon.
0:36.6	Find out more and add your support at patreon.com slash macOScan.
0:45.0	A strange write-up of a note on Apple from HSBC to start us off today.
0:51.4	Investing.com has the bank indicating that Apple's big problem is the way artificial
0:56.6	intelligence is lagging on iPhone. Well, that and tariff concerns and regulatory concerns,
1:05.5	but really, it's AI. According to HSBC, iPhone still represents about half of Apple sales, but
1:14.1	initial hopes that AI would accelerate the renewal cycle have been short-lived. If it doesn't get its
1:21.0	AI act together, users may wait to upgrade, warns the bank. Or, users might be excited about a new iPhone.
1:31.5	The firm thinks better specs with iPhone 17 in September
1:34.7	could drive demand in line with last year's upgrades for iPhone 16.
1:40.8	That's assuming the price doesn't go up significantly,
1:43.6	which drops us off in tariff town.
1:47.1	According to the report, tariffs are said to remain a significant concern.
1:52.0	HSBC noted Apple cannot relocalize production fast enough to avoid U.S. tariff hikes,
1:58.1	estimating that consensus forecasts now assume a 20% increase in tariffs
	...

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