Words from Wall St. + Ted Lasso's Back on Set - MOSK: 07.22.2025

Mac OS Ken

Ken Ray

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

4.8 • 972 Ratings

🗓️ 22 July 2025

⏱️ 12 minutes

🔗️ Recording | iTunes | RSS

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Summary

- Morgan Stanley: Positive on AAPL, But Could Be Even More So - Melius Research: Hey! Here’s a Dumb Idea! - Apple Posts and Pulls macOS 26 Tahoe Public Beta - Apple Seeds RCs of Current OS Updates to Developers and Public Testers - Apple Sports Updated for UK Soccer Event and Mexico Availability - Apple Bristol Closing 9 August - Apple Opens Online Store in Saudi Arabia - “Shape Island” Second Season Gets a Premier Date - Production Begins on “Ted Lasso” Season-Four - On Checklist No. 432 - The FBI warns of healthcare phishing, perhaps fueled by known healthcare data breaches. Find out more 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 Mac OS Ken.
0:08.8	Notes from the financial front, playing whack-a-mole with an OS beta,
0:13.9	and Ten Lassau is back in production.
0:17.9	It is Tuesday, the 22nd of July 2025.
0:21.5	I'm Ken Ray, and this is news from MacOS Ken.
0:27.1	Brought to you by yours truly and supported by people like you.
0:32.8	Patrons through Patreon.
0:35.8	Find out more in that your support at patreon.com slash macOS cam.
0:44.8	Morgan Stanley analyst Eric Woodring has a very positive rating on Apple's shares
0:49.8	and a price target that's 20--something higher than Apple's current price,
0:55.4	but he could be even more excited if Apple would address a few issues.
1:00.3	Apple 3.0 posted part of a note from Woodring on Monday.
1:05.0	Key overhangs that were apparently hanging over Apple in the analyst's estimation
1:10.4	include concerns around services growth, which should be addressed during We're apparently hanging over Apple in the analyst estimation.
1:16.5	Include concerns around services growth, which should be addressed during next week's earnings call.
1:20.2	The implementation of Section 232 tariffs.
1:26.6	Those are tariffs that can apparently target a particular company or product based on national security justifications,
1:28.3	according to a piece from CNN,
1:34.0	would ring wonders whether those are happening and, if they are, when.
1:39.0	Then there's the upcoming DOJV Google Remedy ruling.
1:45.4	Expected by next month, that could see Apple lose the annual payments it gets from Google for Google's default search engine placement on iPhone.
1:50.1	The one about which Woodring is least, worried, is the services thing.
	...

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