Waiting for Apple Earnings and A.I. - MOSK: 05.01.2024

Mac OS Ken

Ken Ray

Technology

4.7 • 997 Ratings

🗓️ 1 May 2024

⏱️ 18 minutes

🔗️ Recording | iTunes | RSS

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Summary

- JP Morgan Notes "Improved" Sentiment Around AAPL - FT Dives Deep Into Apple's Groundwork in AI - Apple Announces Beats Solo 4 Hitting This Week - Apple Announces Beats Solo Buds for June Release - Apple Promotes "Let Loose!" as "Different Kind of Event" - Apple Devs and Testers Get New Round of OS Betas - Apple Acknowledges Quiet Alarm Issue - Damon and (Other) Affleck Team for Apple TV+ Movie - Season Three of "Acapulco" Starts Today on Apple TV+ - Sponsored by ExpressVPN: Sign up and get an extra three-months FREE at ExpressVPN.com/macosken - Check Out the Latest Checklist 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 MacOS Ken.
0:06.8	Things are looking up for investors eyeing Apple.
0:12.0	Look at Apple's Decade Plus in AI.
0:15.0	And if you oversleep, just blame your iPhone.
0:19.0	It is Wednesday, the 1st of May.
0:22.0	First of May, 1st May 2024.
0:24.9	I'm Ken Ray, and this is news from Macco West Ken,
0:30.5	brought to you by yours truly and sponsored by Express BPN.
0:35.0	Use the internet the way you want to.
0:38.0	Subscribe and get an extra three months free at Express BPN.com slash MacoS can.
0:47.0	This show is also supported by people like you, patrons through Patreon. Find out more and at your support at patreon.com
0:57.0	slash Maco-Sken. Investors are feeling better about Apple's shares these days, though that could all change tomorrow.
1:10.0	That seems to be the thinking of J.P. Morgan analyst Samique Chattergy.
1:14.6	Apple 3.0 ran part of a note he wrote Tuesday.
1:18.0	Quoting that, the sentiment has improved despite tough data points as the focus has shifted to owning
1:24.1	the potential AI upgrade cycle.
1:27.1	However, the upcoming earnings print will still matter for investors and offering insights
1:32.2	into the magnitude of the cyclical challenges
1:34.8	on account of pressured consumer spending as well as the headwinds in relation to market share
1:40.0	moderation in China. Put another way, investors are feeling better about
1:46.1	Apple shares these days though that could all change tomorrow. That's because
1:51.6	tomorrow is when Apple is set to report earnings for last quarter and offer guidance or color or
	...

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