4.8 • 972 Ratings
🗓️ 30 September 2025
⏱️ 17 minutes
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| 0:00.0 | This is MacOS Ken. |
| 0:08.9 | A questionable post from Barron's, a slew of small updates from Apple, |
| 0:13.9 | and Ford is not fond of CarPlay Ultra. |
| 0:17.8 | It is Tuesday the 30th of September 2025. |
| 0:26.1 | I'm Ken Ray, and this is news from MacOS Ken. |
| 0:35.8 | Brought to you by yours truly and sponsored by Insta360's brand new Go Ultra, a tiny hands-free 4K camera. |
| 0:43.2 | Go Ultra today at store.insta360.com with promo code macOS can. |
| 0:50.0 | This show is also supported by people like you, patrons through Patreon. |
| 0:57.9 | Find out more and add your support at patreon.com slash macOS can. |
| 1:03.3 | So Barron seems to have wondered to write a negative story about Apple. |
| 1:08.5 | Don't ask me why, I don't know, but seems like that's what they wanted to do. |
| 1:15.1 | The story has Jeffrey's analyst Edison Lee indicating that early strength on iPhone 17 orders could now be fading. |
| 1:17.4 | Quoting his note, while iPhone 17 series initial sales momentum was strong, our tracking |
| 1:23.0 | shows it has been cooling off as delivery lead time has been generally falling. |
| 1:28.1 | In particular, the U.S. remains the weakest market among the six we track. |
| 1:33.2 | His note went on to say that that was across all four model variants. |
| 1:37.3 | This is consistent with our view that many consumers bought a new iPhone in the June quarter due to tariff concerns. |
| 1:44.2 | He's got a hold rating on Apple's shares and a price target of $205. a new iPhone in the June quarter due to tariff concerns. |
| 1:50.2 | He's got a hold rating on Apple's shares and a price target of $205 and $82, |
| 1:52.3 | according to Barron's. |
| 1:57.3 | Site goes on to point out that that price target suggests the potential for a nearly 20% fall from current levels. |
| 2:01.8 | Now, all that happened. |
... |
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