Minor Moves on AAPL from Wall Street - MOSK: 03.04.2024

Mac OS Ken

Ken Ray

Technology

4.7 • 996 Ratings

🗓️ 4 March 2024

⏱️ 14 minutes

🔗️ Recording | iTunes | RSS

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Summary

- Evercore Pulls Apple from "Tactical OP" List, Maintains Outperform Rating - Goldman Sachs Pulls Apple from "Conviction List," Maintains "Buy" Rating, and Raising Target - Apple Warns of Privacy and Security Risks Tied to DMA Compliance - 34 Companies Petition EC to Correct Apple's DMC Compliance - Apple Says PWAs Will Work Again in EU When iOS 17.4 Is Released - Apple Card Savings Account Balance Limit Raised to $1 Million - "Napoleon" Marches onto Apple TV+ - Over 50 Movies Start Limited Run on Apple TV+ - 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.
0:08.8	Minor moves from Apple watching analysts.
0:11.6	The DMA war of Words Rages On, and Movies A Plenty on Apple TV Plus.
0:18.9	It is Monday the 4th of March 2024.
0:22.1	I'm Ken Ray and this is news from Macawes Ken
0:27.0	brought to you by yours truly and supported by people like you patrons through Patreon.
0:36.2	Find out more and at your support at patreon.
0:40.1	dot com slash Macoest can.
0:45.0	A note on Friday from Evercore analyst, I'm at Daryanani, makes one wonder,
0:50.0	should we get him a calendar?
0:53.0	Apple 3.0 excerpted the note, which had Ad Rock taking ticker symbol AAPL off Ebercourt's tactical
1:00.5	outperformed list. The analyst says the moment for that tactic has passed.
1:06.2	The thing is it passed about a month ago.
1:08.8	Daryanani says the main catalyst for putting the stock on the tactical
1:13.1	O.P. list was the December quarter earnings report. But as Apple 3.0 points
1:19.2	out that happened at the beginning of February.
1:23.0	Maybe he could set a reminder next time.
1:26.0	Worth noting, a tactical outperformed call is centered on a particular event.
1:32.0	Evercore is still high on Apple.
1:36.2	Points of concern listed in the note include flat iPhone expectations,
1:41.6	declining sales for most of the rest of Apple's hardware, and weakness in China.
1:46.8	Positive pointed out in the note include anticipated double-digit growth for services,
	...

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