Apple Targets Go Higher on A.I. Excitement - MOSK: 05.27.2026

Mac OS Ken

Ken Ray

Technology

4.7 • 996 Ratings

🗓️ 27 May 2026

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

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Summary

- BofA Ups Apple Target on Agentic A.I. Opportunities - CAICT Numbers Likely Spell April iPhone Growth in China - Apple Seeds First blankOS 26.6 Developer Betas - iOS 26.6 May Warn When Too Many Contacts Blocked - Apple "Maps Blastdoor" Spotted in iOS 26.6 Developer Beta - Apple Issues Firmware Update for AirTag 2 - Apple Passeig de Gràcia Reopens After Three-Month Renovation - Apple Watch Global Running Day Activity Challenge Set for 3 June - Sponsored by Copilot Money: Get a two month free trial with Offer Code MACOSKEN at 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.
0:08.8	Two Apple targets go higher.
0:11.0	BlankOS 26.6 beta start rolling.
0:14.7	And on your mark for the next Apple Watch activity challenge.
0:18.9	It is Wednesday, the 27th of May, 2026.
0:22.2	I'm Ken Ray, and this is news from MacOS Ken.
0:27.1	Brought to you by yours truly and sponsored by Co-Pilot Money.
0:32.1	Your Money beautifully organized.
0:35.2	Get two months free with offer code MacOS Ken at copilot.money slash macOS can.
0:43.0	This show is also supported by people like you, patrons through Patreon.
0:49.9	Find out more and add your support at patreon.com slash macOScan.
0:58.6	Excitement from the financial front heading into WWDC, including a couple of raised targets.
1:05.6	We'll start with a piece from Yahoo Finance that had B of A analyst Womsy Mohan opining on Apple and artificial intelligence.
1:15.1	What's really got him now is Agentic AI and how Apple's insular ecosystem positions the company for it.
1:23.5	So I guess we should start with what that is.
1:25.6	According to a post from MIT, Agentic AI is a new breed of AI systems that are semi or fully autonomous and thus able to perceive, reason, and act on their own.
1:38.0	Different from the now familiar chatbots that feel questions and solve problems, This emerging class of AI integrates with other
1:46.0	software systems to complete tasks independently or with minimal human supervision.
1:53.2	No, Apple hasn't had a good chatbot, but Mr. Mohan does not care.
1:59.8	In an agentic world, reads his note, value accrues to the platform that controls user intent,
2:05.6	personal context, app access, permissions, identity, authentication, payments, and trust.
2:13.7	The smartphone is the scaled consumer device where those factors already converge.
	...

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