Apple initiated significant App Store changes in Japan starting December 18, 2025, to comply with the MSCA, allowing alternative app marketplaces, browser choice, and third-party payment options with new fee structures ranging from 5% to 26%. Analyst sentiment was positive leading into the session, with Jefferies raising its price target to $283.36 and Morgan Stanley reiterating an Overweight rating with a $315 target, despite AAPL closing December 17, 2025, down 1.01% at $271.84.