Analysts See a Happy New Year for Apple - MOSK: 12.31.2025

Mac OS Ken

Ken Ray

Technology

4.7 • 997 Ratings

🗓️ 31 December 2025

⏱️ 14 minutes

🔗️ Recording | iTunes | RSS

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Summary

- Wells Fargo Reiterates Apple Rating on iPhone Strength in China - Wedbush Names Apple a Top-Six A.I. Play in 2026 - TrendForce: Apple Well Positioned Ahead of Expected 2026 Notebook Slowdown - Reports of Static and Hissing from Some iPhone 17 Pro/Pro Max Units - Apple TV Outs Trailer for Season-Three of "Shrinking" - Sponsored by Copilot Money: Get a two months free trial with Offer Code MACOSKEN at try.copilot.money/macosken - Catch Ken on Mastodon - @macosken@mastodon.social - Send Ken an email: info@macosken.com - 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.
0:09.1	Positive New Year notes on Apple, weathering the memory storm, and one more trailer for the year.
0:16.7	It is Wednesday, the 31st of December 2025.
0:25.9	I'm Ken Ray, and this is news from MacOS Ken.
0:30.9	Brought to you by yours truly and sponsored by Co-Pilot Money,
0:35.1	making your money feel clear, calm, and fully yours.
0:39.3	Get a two-month free trial with offer code MacOS Ken at try.comilot.money slash macOS Ken.
0:45.7	This show is also supported by people like you,
0:50.5	patrons through Patreon.
0:53.4	Find out more and than your support at patreon.com slash macOScan.
1:02.4	Apple goes into the new year with glad tidings from analysts.
1:07.5	On Monday, the siteinvesting.com ran a piece that had Wells Fargo singing the company's praises, particularly related to iPhone and its strength in China.
1:18.9	New numbers from the China Academy of Information and Communications Technologies show shipments of non-Chinese branded phones going off the charts in November.
1:28.8	Those are said to have grown 128% versus November of 2024.
1:35.5	Not surprisingly, market share was also up in a big way, rising from 10.6% November of
1:42.0	2024 to 22.4% last month.
1:48.4	While not all of those will have been iPhone,
1:51.8	the number of non-Chinese smartphones sold in China that aren't iPhones
1:56.0	tends to be negligible.
1:59.2	All of that was seen as good news in the eyes of Wells Fargo.
2:03.9	The firm reiterated its overweight rating on Apple's shares
2:06.8	and its $300 price target, according to the report.
	...

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