"As Apple Car bears, we believe this report, if true, represents a positive step forward in 1) focusing on what matters, and 2) exhibiting cost discipline." — Analyst Erik Woodring
Read More Morgan Stanley: The demise of Project Titan is a net positive for Apple
"India would be a bigger iPhone market than China by 2027." — Analyst Erik Woodring
Read More Morgan Stanley: Indian iPhone shipments grew 39% in 2023
"Apple's Vision Pro headset represents a free call option on the future of spatial computing." — Erik Woodring
Read More After only 3 days, Morgan Stanley's Apple analyst is an AVP evangelist
"We'd be buyers of any post-earnings weakness." — Analyst Erik Wooodring From a note to Morgan Stanley clients that landed on my desktop Wednesday: As we…
From "Apple's growth will accelerate incrementally each quarter, says Morgan Stanley's Erik Woodring" which aired Friday on CNBC.
Read More Morgan Stanley: Two risks Apple faced in September are largely off the table
"We are turning more positive on Apple" — Analyst Erik Woodring
Read More Morgan Stanley raises its Apple target $10 to $220
From "Apple, Qualcomm in focus as Morgan Stanley says smartphone recovery 'not yet priced in'" posted Tuesday by Seeking Alpha.
But Microsoft is even more so. Most over-owned: Meta, Qualcomm and Intel.
Read More Morgan Stanley: Apple is still under-owned by institutional investors
"Huawei vs. the iPhone 15... and Apple's AI intentions were key topics of discussion at our 2023 AP Summit." — Analyst Erik Woodring.
Read More Morgan Stanley: 20-40% of Apple's job postings seek generative AI skills
"Huawei vs. the iPhone 15... and Apple's AI intentions were key topics of discussion at our 2023 AP Summit." — Analyst Erik Woodring.
Read More Morgan Stanley: iPhone weakness in China offset by rest of the world
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