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Mac OS Ken

An Odd Note and a Bunch of OS Updates - MOSK: 09.30.2025

Mac OS Ken

Ken Ray

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

4.8972 Ratings

🗓️ 30 September 2025

⏱️ 17 minutes

🧾️ Download transcript

Summary

- Jefferies, J.P. Morgan, and the Barron’s “Balance” - Apple Fixes Several Bugs with iOS/iPadOS 26.0.1  - macOS Tahoe 26.0.1 Opens Way for M3 Ultra Mac Studio - Several Small OS Updates from Apple Address FontParser Vulnerability - Apple Issues Minor Updates for watchOS, tvOS, and visionOS - FCC Posts Confidential iPhone 16e Schematic - Ford CEO Likes CarPlay, Not a Fan of Today’s CarPlay Ultra - Caradise: Spatial Car Museum for Apple Vision Pro - Bad Bunny to Headline Apple Music Super Bowl Halftime Show - Apple TV+ Outs Trailer for “Down Cemetery Road” - Sponsored by Insta360 Go Ultra - A tiny, hands-free 4K camera. Go Ultra today at store.insta360.com/product/go-ultra?utm_term=macosken with code macosken - Active ransomware attacks and improving recovery trends on Checklist No. 442 - Find it today 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

Click on a timestamp to play from that location

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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