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Daniel Ives will not be knocked off his bullish perch (video)tech bull daniel ives2 years ago
Published September 4, 2023 by Philip Elmer-DeWitt

Daniel Ives will not be knocked off his bullish perch (video)

Not even after Tesla hits a one-day 5% speed bump.

Read More Daniel Ives will not be knocked off his bullish perch (video)

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Daniel Ives: From Apple AI to shareholders' pockets (video)apple ai payoff ives2 years ago
Published September 1, 2023 by Philip Elmer-DeWitt

Daniel Ives: From Apple AI to shareholders' pockets (video)

"Anyone who thinks Tim Cook doesn't have an AI strategy, I mean, that's like thinking Steph doesn't have a 3-point shot."

Read More Daniel Ives: From Apple AI to shareholders' pockets (video)

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Apple is having a good year, but not as good as Salesforce's (video)apple salesforce daniel ives2 years ago
Published September 1, 2023 by Philip Elmer-DeWitt

Apple is having a good year, but not as good as Salesforce's (video)

From Adam Clark's "Salesforce Stock Tops Apple as the Dow’s Top Performer. Its Lead Is Growing." posted Thursday by Barron's.

Read More Apple is having a good year, but not as good as Salesforce's (video)

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Daniel Ives expects another 'flex the muscles' moment for Apple on Thursdayapple ives flex muscles3 years ago
Published July 31, 2023 by Philip Elmer-DeWitt

Daniel Ives expects another 'flex the muscles' moment for Apple on Thursday

"It's unique that this late in the iPhone cycle with iPhone 15 around the corner this Fall, Apple is seeing such strong iPhone 14 demand."

Read More Daniel Ives expects another 'flex the muscles' moment for Apple on Thursday

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Daniel Ives and Sara Kunst on Apple inching toward $3T (video)apple $T IVES kunst3 years ago
Published June 29, 2023 by Philip Elmer-DeWitt

Daniel Ives and Sara Kunst on Apple inching toward $3T (video)

From "There's not a ton of fundamentals driving Apple's climb to $3 trillion right now: Cleo's Sarah Kunst" which aired Wednesday on CNBC.

Read More Daniel Ives and Sara Kunst on Apple inching toward $3T (video)

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Daniel Ives: Apple could be worth $4 trillion by 2025apple ives 4T chess3 years ago
Published June 28, 2023 by Philip Elmer-DeWitt

Daniel Ives: Apple could be worth $4 trillion by 2025

"In our opinion the Street has severely underestimated the massive installed base upgrade opportunity."

Read More Daniel Ives: Apple could be worth $4 trillion by 2025

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Daniel Ives: 'I think this is a 1995 moment' (video)apple ives 1995 moment3 years ago
Published June 27, 2023 by Philip Elmer-DeWitt

Daniel Ives: 'I think this is a 1995 moment' (video)

Ives sees a trillion dollars in additional IT spending that wasn't there before the latest AI boom.

Read More Daniel Ives: 'I think this is a 1995 moment' (video)

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Wedbush's Daniel Ives raises his Apple target $15 to Street-high $220apple target wedbush 2203 years ago
Published June 7, 2023 by Philip Elmer-DeWitt

Wedbush's Daniel Ives raises his Apple target $15 to Street-high $220

"Apple playing chess while others play checkers." 

Read More Wedbush's Daniel Ives raises his Apple target $15 to Street-high $220

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Daniel Ives expects Apple's AI strategy to be 'front and center' at WWDC (video)apple ai ives wwdc3 years ago
Published June 4, 2023 by Philip Elmer-DeWitt

Daniel Ives expects Apple's AI strategy to be 'front and center' at WWDC (video)

Artificial Intelligence may not be Ives' strong suit.

Read More Daniel Ives expects Apple's AI strategy to be 'front and center' at WWDC (video)

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Daniel Ives: Apple will sell roughly 150,000 headsets this yearapple ives wwdc23 preview3 years ago
Published May 31, 2023 by Philip Elmer-DeWitt

Daniel Ives: Apple will sell roughly 150,000 headsets this year

Ives' WWDC preview emphasizes artificial intelligence and the Reality Pro.

Read More Daniel Ives: Apple will sell roughly 150,000 headsets this year

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Philip Elmer-DeWitt
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.]

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Philip Elmer‑DeWitt

  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
  • Tommo.fyi
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