Financial analyst, media personality, and Apple shareholder Rob Black joins host Ken Ray to talk investing angles on Apple. How’s Apple Vision Pro doing? What should one make of Apple TV+? What – if anything – could Apple do to scare investors? Rob brings a wealth of insight to The Mac Observer Show.
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Rushing Mixed Reality and Questioning a Questionable Outlook
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…
Way to Not Fire People!
Praise for Apple’s people prowess, praise for Apple’s bottom line, and CarPlay’s catching an Uber. That’s today from the Observation Deck.
On the Questionable Questioning of iPhone Demand in China
Considering iPhone price drops in China, Evercore is still bullish on the App Store, and updates for Apple’s media players.
Reacting to Apple’s Earnings and Playing Tetris at SXSW
Looking out from the Observation Deck, we see reactions to Apple earnings, South Korea okays Apple Pay, and playing Tetris at SXSW.
Leading Design Without a Design Lead? - TMO Daily Observations 2023-02-06
TMO managing editor Jeff Butts joins Ken to talk over reactions to Apple’s Q1FY23 earnings call. Plus would/will the general consumer miss an industrial design lead at Apple if Apple ends up without one?
Recapping Apple's 1Q23 Earnings Call
Recapping Apple’s December-quarter numbers and dipping into the earnings call. That’s the kind of day we’re having on the Observation Deck.
Listening In On Apple's Q1FY23 Call - TMO Daily Observations 2023-02-03
TMO Managing Editor Jeff Butts joins Ken to kick through Apple’s December-quarter earnings, plus questions and answers between Apple execs and analysts.
Prepping for Apple's Earnings Call and Another Call for Sideloading
Prepping for the earnings call, a Federal agency calls for sideloading, and Samsung teases a move on mixed-reality.
Market Share, Apple Shares, and Surf's Up
Checking iPhone shares in China, analysts send notes ahead of Apple earnings, and HomePod starts playing hard to get.
Evercore Loves the M2, the DoJ Goes After Google and More
One financial type loves Apple’s M2, the DoJ goes after Google, and Apple ushers in Data Privacy Day. That’s today’s Observation Deck view.
Pondering the Big Tech Layoffs
Morgan Stanley senses the dawn, a look at Big Tech’s big layoffs, and news of a couple of App Store investigations.
Lowered Targets and Strange Bedfellows
Targets drop on Apple shares, wheels are in motion for Apple manufacturing in India, and lots of new shows headed to Apple TV+.
It Used to Be a Rumor
It’s new Mac Tuesday, notes from financial folk, and Apple honors MLK. That’s today’s view from the Observation Deck.
Whispers of New MacBook Pros and iPhone Sales - TMO Daily Observations 2023-01-17
With a new MacBook Pro announcement rumored for today, TMO Managing Editor Jeff Butts and Ken question what might make a laptop exciting again. Plus – continuing to size-up iPhone sales for the current quarter.