Delay of iPhone Air sales in China is a "hiccup."
Read More Daniel Ives: iPhone sales to grow 5%-10% year-over-year
Wedbush's walkup to today's Apple event
1 week ago
1 week ago"While Cook & Co. have done an extremely good job so far navigating a complex and challenging tariff environment, we expect the company to potentially raise…
From "Wedbush's Dan Ives: 80% of Musk lawsuit against Apple, OpenAI is 'noise'" which aired Monday on CNBC.
Read More Daniel Ives: In AI, Apple is a have-not. Given the App Store, they're front and center
"We lay out the 3 things that Cook and Apple need to do to prove this will not be a melting ice cube AI strategy and make sure Cupertino is not watching this AI Party through the windows."
"We are still only at 10 pm in the AI Party (was 9 pm last year) and this party goes until 4 am."
Read More Microsoft and Meta: Dan Ives is partying like there's no tomorrow
"In a nutshell it's time for change in Cupertino and Cook & Co. need to get off the treadmill and start to make some significant headway on its AI strategy."
Read More Daniel Ives: The clock is ticking for Apple — and for Tim Cook
"A growing list of headwinds have contributed to Apple shares experiencing some of their worst underperformance relative to peers and the market in recent memory."
Read More Analysts walk up to Apple's June quarter earnings report
"We have barely scratched the surface of this 4th Industrial Revolution now playing out around the world led by the Big Tech stalwarts such as Nvidia, Microsoft, Palantir, Meta, Alphabet, and Amazon."
Read More Daniel Ives has dropped Apple from his list of 'Big Tech stalwarts'
"The time has come for Apple to do a big M&A deal... and it's Perplexity."
Read More Daniel Ives goes all in on Apple-Perplexity AI deal
Two dubious Apple predictions
3 months ago
3 months agoAs I drove home yesterday from an Apple investors conference in Boston, I kept thinking about two things our guest analysts said.
12 Comments