Latest / MAG 7 Daily / Ep 17: 5.9 million Macs shipped, down 11.3 percent, and Apple still gained share.

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Ep 17: 5.9 million Macs shipped, down 11.3 percent, and Apple still gained share. · MAG 7 Daily

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  5.9 million max shipped, down 11.3% and apple still gain share. This is MAG 7 Daily, episode 17. At the top of the tape, a year earlier that MAG total was 6.7 million, and share moved to 9.5% from 8.5%. Mac rumors reports from IDC's preliminary third quarter estimates. Apple stayed forth among vendors. Meta has banned ads from TikTok parent bite dance across the United States and several other countries.
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  The Verge writes, following Bloomberg.
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  The ban took effect Thursday.
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  It covers bite dance ads and paid marketing messages, plus third-party ads that link out.
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  R's Technica reports the United States has barred Microsoft from sponsoring foreign workers
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  for residency.
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  The government says Microsoft abused immigration rules.
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  Microsoft disputes that claim.
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  Google has just put five Google book laptops on the market.
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  The Verge says.
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  The hardware runs from great to excellent.
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  The software, as it stands, is the weak point.
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  Four people on that staff are testing the machines.
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  The pitch is a new alternative to Windows or Mac for people who already own Android phones.
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  The early impression is a rocky start.
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  Amazon has launched a new range of Android tablets, measure reports.
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  Alexa Plus is built into them.
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  Nikke, via Mac rumors, says Apple asks some suppliers to cut iPhone 18 Pro component production
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  after demand missed expectations.
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  operations.
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  October parts orders were cut by at least 15% from the original ask.
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  From early September, Apple grew more cautious as memory chip costs rose, and the Pro now
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  starts at $1,199.
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  The Pro max at $1,299, $100 over the phones they replace.
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  Nikkei ties softer demand from late August through October to a split launch.
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  The regular iPhone 18 is expected in the spring of 2027, with the iPhone 18E and the iPhone
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  Air 2.
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  The Pro phones have 12GB of memory, matching last year's Pro models, and one rumor says
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  a 16GB plan was dropped over cost.
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  GitHub Chief Operating Officer Kyle Dagle, who also runs developer marketing for all of
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  Microsoft, told GeekWire the move on to Azure is about 60% done, with capacity problems
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  and outages still in the way. In August 2025, Microsoft placed GitHub inside Core AI
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  after letting it run quasi-independence since the 2018 acquisition. Chief Executive Thomas Domke
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  said he would leave at the end of 2025. Dagle, a GitHub veteran of more than 13 years,
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  took the title of Chief Marketing Officer of Developer for Microsoft in January 2026.
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  He said GitHub now reaches past the GitHub product set itself.
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  getting engineering and marketing teams in the same conversation has been a
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  large share of the work. The share gain cuts the other way once you look at who
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  fell less. The firm does not expect prices back where they were a year ago. It
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  also warned a weaker economy could keep weighing on demand through the end of
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  2026 and into 2027. Dell shipped 7.6 million down 25 percent. That followed a
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  3.8 percent annual drop in the second quarter and the third quarter then came in
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  9.1% under the second quarter, even though this stretch is usually busier.
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  IDC says makers and distributors pulled stock forward to limit exposure to rising memory
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  costs, so less was left to order later.
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  That inventory was still sitting with sellers, which cut the need for new orders.
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  The firm ties the shortages and higher prices to expanding AI data centers, the same build
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  out that was already driving capital plans yesterday, now showing up as a parts bill.
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  Apple raised prices in June.
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  On the July earnings call, former chief executive Tim Cook cited sharply rising memory expenses.
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  Yahoo Finance reported Metas expected 2026 capital spending at $130 billion to $145 billion
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  with a third quarter revenue guide of $61 billion to $64 billion.
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  IDC also said sellers could discount to clear unsold stock.
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  Apple holds a private welcome home experience in New York on Tuesday, October 13th, 2026 at 9 in the morning Eastern.
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  Prodigies and Apple TV series premieres February 10th, 2027 with the first two episodes then every Wednesday through March 17th.
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  Before we go, that welcome home gathering in New York is the nearest date on the sheet.
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  Tuesday morning, that's mag 7 daily for today.
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  day. Nothing in this show is financial advice. I'm Patrick in Vancouver. See you tomorrow.
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  A rating on Apple podcasts or Spotify takes 10 seconds, and it is how new listeners find
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  this show. And before you go, this show is part of the Narrow Network, a family of daily
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  podcasts on tech, science, and markets. Each one is short, sharp briefing you can finish
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  image gallery at narennetwork.com gallery. Royalty Free under Creative Commons, download
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  with Attribution. This episode used AI voice synthesis of my voice. Editorial selection
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  and analysis are my own.