Morgan Stanley reports that Apple’s App Store revenue growth is accelerating in February, with a 9% year-over-year increase, driven by improvements in China and the U.S. The firm also notes strong demand for Mac products, leading to increased lead times, partly attributed to the OpenClaw AI agent’s popularity.
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Apple in focus as Morgan Stanley sees App Store revenue growth, Mac strength (AAPL:NASDAQ)
Morgan Stanley reports that Apple’s App Store revenue growth is accelerating in February, with a 9% year-over-year increase, driven by improvements in China and the U.S. The firm also notes strong demand for Mac products, leading to increased lead times, partly attributed to the OpenClaw AI agent’s popularity.