A negative note from a forgotten name, ready or not — Apple’s headset approaches, and welcome to the Apple TV+ trailer park.
And Tell Tchaikovsky the News!
Apple Music Classical is finally here (almost), Evercore is stoked over Apple in India, and watching MLB without having to watch MLB.
India Ascends and a Goertek Exec Exits
An Apple target goes higher, Apple’s reportedly eying India more closely, and a bearer of bad news takes the exit.
Stories Financial Analysts Tell - TMO Daily Observations 2023-03-07
Goldman Sachs has traded an Apple bear for an Apple bull, and suddenly it’s a “Buy” with a $199 target. TMO Managing Editor Jeff Butts and Ken talk over tales told by financial analysts. Plus – “Ghosted” is ghosting the cineplex and there may be a new yellow iPhone peeking over the horizon.
Two Huge If True Rumors From India and Apple's Big Soccer Push
One firm raises its price target on Apple shares, two tales of Apple manufacturing in India, and three countries get better Apple Maps.
Confusing Positives and Tempting Apple TV+ Content
As we close out the week, we see opaque takes on iPhone demand, Apple grows a workforce in India, and dinosaurs are back in action.
Idiosyncratic Tailwinds and Latch Hook Rugs - TMO Daily Observations 2023-02-24
Morgan Stanley is out with a list of “idiosyncratic tailwinds” for Apple shares in 2023. TMO Managing Editor Jeff Butts joins Ken to talk them over. Plus – RR Auctions has a lot of really cool tech related stuff up for bids. Let’s go bidding!
Good, Not-So-Good and ... Indifferent? Apple News
Morgan Stanley doubles down on Apple, Apple Watch drove smartwatches last year, and examining growth for Apple TV+.
Apple Thinks Mastodon Has Legs and T-Mobile Wants to Give Away Soccer Streaming
The latest on iPhone sales in China, a questionable report from a questionable news source, and Apple gives Mastodon a vote of confidence.
Buffett Goes Bigger on Apple Investment
The Oracle of Omaha picks up more Apple, ups and downs of Apple in India, and people who trained an Apple AI are kind of ticked off about it…