Morgan Stanley IDEA: AAPL ($4.6T Mkt Cap) | Erik Woodring
10 September 2026 In MS Research Analyst Erik Woodring's view, yesterday's "Surprise and Shine" event felt different from past September product launch events. Not just because it marked the first public appearance of John Ternus as CEO, but also, he adds, because Apple's (OW, $360 PT) broader product, software, and AI