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

Mac OS Ken

Ken Ray

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

4.8 • 972 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

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Transcript

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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.
	...

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