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Wedbush: iPhone 15 pre-orders up 10%-12% YOYapple ives iphone15 strong3 years ago
Published September 18, 2023 by Philip Elmer-DeWitt

Wedbush: iPhone 15 pre-orders up 10%-12% YOY

"iPhone 15 Pro/Pro Max tracking strong out of the gates." — Analyst Daniel Ives

Read More Wedbush: iPhone 15 pre-orders up 10%-12% YOY

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Daniel Ives anticipates two new Apple app stores: AI and Vision Pro (video)apple ives ai app store3 years ago
Published September 14, 2023 by Philip Elmer-DeWitt

Daniel Ives anticipates two new Apple app stores: AI and Vision Pro (video)

"I think yet again the Street is going to underestimate Cupertino."

Read More Daniel Ives anticipates two new Apple app stores: AI and Vision Pro (video)

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Wedbush's Daniel Ives raises his Apple target $10 to Street-high $240apple barclays 187 poker3 years ago
Published September 13, 2023 by Philip Elmer-DeWitt

Wedbush's Daniel Ives raises his Apple target $10 to Street-high $240

"With the services business back to double-digit growth over the coming quarters and an iPhone 15 upgrade cycle set to prove the doubters wrong yet again."

Read More Wedbush's Daniel Ives raises his Apple target $10 to Street-high $240

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Daniel Ives will not be knocked off his bullish perch (video)tech bull daniel ives3 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 ives3 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 ives3 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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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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