"While we get the snake bitten concerns from investors given the AI challenges the last 18 months...this time is way different in our view."
Read More Daniel Ives: Apple's recent selloff is unwarranted
"It's the growing pressure on these companies — from Nvidia to Open Ai to Oracle to Google to Microsoft — in terms of CapEx, and the worry that investors are growing increasingly concerned."
"Greenland Tariff Battle of Words Will Cause Market Weakness; Buy Tech Winners."
Read More Daniel Ives: Buy Apple et al. on Trump's dumb Greenland threats
"In our view the Street is underestimating what 2026 is going to bring for Apple."
Read More Daniel Ives: Four reasons Apple will hit $350 this year
"I sound like an idiot" — CNBC's Joe Kernan
Read More Why Daniel Ives included Apple in his top five AI stocks for 2026
"While Nvidia remains in our top tech names into 2026, there are 5 AI-focused names that we believe will be front and center heading into 2026." …
Read More Daniel Ives: Top 5 Names to Play the AI Revolution into 2026
2 months ago"2026 is going to finally be the year that Apple actually enters the AI Revolution." — Analyst Daniel Ives
"I mean, no one expected it was going to be, including, you know, even myself, no one expected [the iPhone 17] was going to be this strong."
Read More Wedbush's Dan Ives sees Apple, with an AI deal, going to $325 or $350
17 Comments