Apple's "Halo of Positivity" on Wall Street - MOSK: 10.28.2025

Mac OS Ken

Ken Ray

Technology

4.7 • 996 Ratings

🗓️ 28 October 2025

⏱️ 15 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

- J.P. Morgan Ups AAPL Target on "Halo of Positivity" - TD Cowen: No Change in iPhone Air Production - 13-Year-Old App Store Class Action Suit Loses Class Action Certification - Gurman: Apple Adding Ads to Apple Maps in 2026 - iFixit Tears Into the M5 MacBook Pro - OpenAI Buys Software Applications, Original Team Behind Shortcuts - Apple Original Films Picks Up Jason Segel's "Sponsor" - Apple Film "CODA" is Hitting the Disks - Buzz Builds for Apple TV Series "Pluribus" - Sponsored by NordLayer: Save 10% with code macosken-10 at nordlayer.com/macosken. - Fraud warnings in Meta services and high tech Merit Badges from Scouting America on Checklist No. 446 - Find it today at checklist.libsyn.com - 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

Click on a timestamp to play from that location

0:00.0	This is MacOS Ken.
0:08.9	A halo of positivity around Apple shares.
0:11.9	I Fix It breaks the latest MacBook and three tales from TV land.
0:17.6	It is Tuesday, the 28th of October 2025.
0:21.7	I'm Ken Ray, and this is news from MacOS Ken.
0:27.1	Brought to you by yours truly and sponsored by Nord Layer.
0:32.7	Secure your network, block threats to your business,
0:35.7	and save 10% with code MacOS ken dash 10 at Nordlayer.com
0:43.4	slash macOS can.
0:46.5	This show is also supported by people like you, patrons through Patreon.
0:53.8	Find out more and add your support at patreon.com slash macOS can.
1:03.0	Tis the season for raised Apple price targets, it seems.
1:07.6	I told you yesterday about Wells Fargo raising its target on shares of the Cupertino company to $290.
1:14.3	That was thanks to iPhone strength, services strength, and AI possibility.
1:21.5	Now J.P. Morgan analyst Samick Chatterjee has traveled a shorter distance to arrive at the same place.
1:28.5	Apple 3.0 ran part of a note he wrote on Monday.
1:32.8	While he does acknowledge strength for the iPhone 17 line,
1:36.8	Chatterjee sees a few factors contributing to the halo of positivity
1:40.8	currently enjoyed by Apple shares.
1:48.4	Those include no mass move by EU customers to third-party app stores and non-Apple payment solutions. In fact, his firm estimates that Apple services
1:54.4	revenue grew about 13% last quarter. Worry over the Google DOJ lawsuit is in the rearview mirror, and Apple seems to have dodged
2:04.8	the terra-frame drops to this point.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Ken Ray, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Ken Ray and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.