Warm, Cold, and Hot Takes on AAPL - MOSK: 04.23.2024

Mac OS Ken

Ken Ray

Technology

4.7 • 996 Ratings

🗓️ 23 April 2024

⏱️ 18 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

- Morgan Stanley Lowers Apple Target to $210, Maintains "Overweight" Rating - UBS Downgrades Apple and Other Big Tech to "Neutral" - Wells Fargo and BofA Still Bullish on Apple - Apple Acquires Paris-Based AI Startup Datakalab - European Central Bank Says Apple's NFC DMA Compliance Doesn't Go Far Enough - Report: YouTube "Screensaver" Taking Over Paused Apple TVs - Ray-Ban Meta Gains Apple Music Integration - Meta Licensing Quest OS to Other Device Makers - Sponsored by Pen Chalet: Try a Mac OS Ken Starter Box or Get 10% off with code MOK10 at PenChalet.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 MacO-S-Kinn.
0:06.8	Warm, cold and hot takes on Apple shares.
0:10.0	Another AI acquisition for Apple, and a truly
0:17.0	interesting mixed reality move from Meta. It is Tuesday the 23rd of April, 2024.
0:25.0	I'm Ken Ray and this is news from Maco-S Ken.
0:31.0	Brought to you by yours truly and sponsored by Pen Shalet.
0:36.0	Selling exquisite fountain pens for over 10 years with special offers for MacoS Ken
0:41.5	listeners at Penchallet.com slash MacoS Ken.
0:49.7	This show is also supported by people like you, patrons through Patreon.
0:57.0	Find out more and at your support at patreon.com slash Maco-S can.
1:07.2	What a tangled web of words Monday from Morgan Stanley two sites Apple Insider and Apple 3.0, ran write-ups of a note from the firm on Apple.
1:19.9	The piece from Apple Insider focused more on positives.
1:23.8	That one points out that just a week ago,
1:26.5	Morgan Stanley said Apple had increased orders
1:29.2	for iPhone in the June quarter.
1:32.2	Now the firm says it's also seen increases for iPad, services, App Store in
1:37.4	particular, and even the Mac. Despite the apparent good news, the Apple Insider piece says the firm cut its June revenue
1:45.8	prediction for Apple by 1% because of the strength of the US dollar.
1:51.6	Now the part posted by Apple 3.0 sounds a bit less upbeat, but it kind of isn't.
2:00.0	While the text of that note has the firm anticipating slight March quarter revenue upside,
2:05.5	they're also expecting a fairly sizable June quarter guide down versus consensus,
2:11.5	which they suspect will lead the punishment in the market. But they argue, it should
	...

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