Wall St. Weirdness, Games, and a Movie - MOSK: 09.05.2025

Mac OS Ken

Ken Ray

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

4.8 • 972 Ratings

🗓️ 5 September 2025

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

- MoffettNathanson Ups AAPL from “Sell” to “Neutral” - CNBC: Cramer Sees Apple in Catbird Seat on A.I. - Morgan Staley’s Apple Analyst is Excited-ish - Apple Wallet Reportedly Makes “Pay Later Options” Easier - Adobe Premier is Headed to iOS - NFL Retro Game and Jeopardy! Daily Hit Apple Arcade - Apple TV+ Drops Trailer for “Reluctant Traveler” Season-Three - Spike Lee's "Highest 2 Lowest" Hits Apple TV+ - Multi-extortion ransomeware attacks and an update on the Nevada attack on Checklist No. 439 - 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	Financial analysts hurt my head.
0:11.5	Pay leaders more prominent in Apple Wallet.
0:14.8	And highest to lowest, it's Apple TV Plus.
0:18.2	It is Friday the 5th of September 2025.
0:21.2	I'm Ken Ray, and this is news from MacOS Ken.
0:26.5	Brought to you by yours truly and supported by people like you.
0:31.6	Patrons through Patreon.
0:34.6	Find out more and add your support at patreon.com slash macOS can.
0:42.6	How good do things look for Apple right now?
0:46.5	So good that Moffat Nathanson analyst and co-founder Craig Moffitt decided that keeping a
0:51.7	price target on Apple of $139 was looking kind of silly,
0:57.0	because, yeah, until this week, he had a price target on Apple, currently trading at about $240 of $139.
1:07.6	He hasn't really seen the light as much as stopped hitting himself on the head with a hammer in the darkness.
1:13.5	Barron's wrote up his, oh, let's call it thinking.
1:17.7	He's pleased where Apple stands amid tariff turmoil today, thanks largely to supply chain diversification.
1:24.6	U.S.-bound product coming from India and Vietnam rather than China
1:28.1	looks to have been a smooth move on Apple's part.
1:32.0	There is certainly a risk that tariffs ratchet up,
1:34.6	or the Trump administration just finds another way to get back to the same place, according to Moffett,
1:40.1	but it increasingly feels the tariff threat is manageable.
1:45.2	Additionally, there was this week's Google ruling.
	...

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