An Upgrade for AAPL - MOSK: 01.19.2024

Mac OS Ken

Ken Ray

Technology

4.7 • 996 Ratings

🗓️ 19 January 2024

⏱️ 16 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

- BofA Upgrades Apple and Raises Price Target - Apple Employees Get Vision Pro at 25% Off - Many Apple Stores Closing One Hour Early This Sunday - Netflix on Apple Vision Pro Will Be Browser-Only - Spotify and YouTube Steer Apple Vision Pro Users to Safari - Apple Marks Lunar New Year with Year of the Dragon Gear - Apple Launches Back to School Promo for Australia, Brazil, New Zealand, and South Korea - Apple TV+ Not Going Back to "Schmigadoon!" - Apple TV+ Titles Up for 14 BAFTA Awards - Sponsored by Coda - Your all-in-one collaborative workspace. Get started for free and get a $1,000 credit at coda.io/macosken - Check Out the Latest Checklists by SecureMac - online at checklist.libsyn.com - Catch Ken on Mastodon - @macosken@mastodon.social - Chat with us in Patreon for as little as $1 a month. Support the show at Patreon.com/macosken - Send me an email: info@macosken.com or call (716)780-4080!

Transcript

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0:00.0	This is Mac OSKIN.
0:07.0	An upgrade for Apple shares.
0:11.0	Some notable applications are skipping Apple Vision Pro, and there is no going
0:16.2	back to Schmigadoon.
0:18.6	It is Friday, the 19th of January, 2024. I'm Ken Ray and this is news from Maco West Ken brought to you
0:29.1	by yours truly and sponsored by Koda. You're all in one collaborative workspace. Get
0:36.7	started for free and get a $1,000 credit at Coda. I.O.S. can. can.
0:46.5	This show is also supported by people like you,
0:50.6	patrons through Patreon. Patreon.
0:53.0	Find out more and your support at Patreon.
0:57.0	dot com slash MacoS can.
1:01.0	Here is something you don't. Maco-S-Cab.
1:04.0	Here is something you don't hear often these days.
1:06.7	A notable financial analyst has hiked his price target and his rating on Apple shares. Today the part of the Prodigal Sun is played by B of A analyst
1:17.2	Wamsi Mohan. Apple 3.0 ran part of a post from Stocktwitt outlining the upgrade.
1:24.8	It starts with a belief in Edge AI.
1:28.8	According to the post, Mohan and Company think the 2024-25 cycle could be huge for iPhone upgrades.
1:36.8	That's because people will need new phones to enable generative AI features and lots of people are still rocking iPhone 11.
1:45.0	Other points pointing in Apple's favor, services will keep growing in their estimation.
1:51.0	Gross margins will either stay as is or improve. Shareholders will keep
1:56.9	being rewarded with buybacks and dividends. And if you notice the recent underperformance for
2:02.1	Apple shares, that suggests that many risks are
	...

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