NewMan at Bernstein is Big on AAPL - MOSK: 09.17.2025

Mac OS Ken

Ken Ray

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

4.8 • 972 Ratings

🗓️ 17 September 2025

⏱️ 19 minutes

🔗️ Recording | iTunes | RSS

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Summary

- Bernstein’s New Man Newman Starts AAPL at “Outperform” with $290 Target - MacRumors’ Moser: iPhone Air Paves Way for Foldable iPhone - 9to5Mac Brings Fear, Uncertainty, and Doubt to iPhone Air Pre-Orders - Cook Talks Apple and US Manufacturing Push with CNBC - Early Thoughts on iOS/macOS 26 Updates - 9to5Mac: How to De-Liquify Liquid Glass in iOS 26 - Apple Ships New blankOS 26 Builds to Public Testers - Apple Sports App Adds Widgets and Eight New Countries - Apple TV+ Green Lights Fifth Season of “The Morning Show” - Sponsored by CleanMyMac - Now with Cloud Cleanup. Try 7 days free and use code MACOSKEN20 for 20% off at clnmy.com/MACOSKEN - Security moves by Apple against serious spyware attacks on Checklist No. 440 - Find it today at checklist.libsyn.com - Catch Ken on Mastodon - @[email protected] - Send Ken an email: [email protected] - 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	Bernstein's back on Apple in a big way.
0:11.8	Stories on iPhone air, both positive and ponderous,
0:16.5	and early thoughts on BlankOS 26.
0:19.8	It is Wednesday, the 17th of September 2025.
0:23.8	I'm Ken Ray, and this is news from MacOS Ken.
0:29.3	Brought to you by yours truly and sponsored by Clean My Mac, now with Cloud Cleanup.
0:35.9	Try it free for seven days and use code MacOS Ken 20 for 20% off at CLNMY.com slash macOS Ken.
0:47.5	This show is also supported by people like you, patrons through Patreon.
0:54.4	Find out more than your support at patreon.com slash macOS can.
1:03.1	Meet the new Sakanagi.
1:05.9	Very much not the same as the old Sakanagi.
1:09.4	Bernstein Research Analyst and longtime Apple Watcher Tony Sakanagi. Bernstein research analyst and long-time Apple watcher Tony
1:12.8	Sakanagi announced his retirement earlier this year. While he seemed to spend more years missing
1:18.4	on Apple than hitting, he was consistent and often quoted. Anyway, his old firms got a new guy.
1:26.4	The fly on Tuesday had Bernstein analyst Mark Newman
1:30.5	initiating his coverage of the Cupertino Company,
1:33.8	as well as a few other tech titans.
1:36.8	What's interesting is right now he seems to like Apple
1:39.5	as a hardware play into what he calls
1:43.0	the Intelligence Revolution. Starting coverage of Apple,
1:47.6	Dell, Seagate, and Sandisk, the fly says Bernstein sees significant long-term upside for IT
	...

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