"Smaller tech players with less stable business models and unproven moats will struggle mightily."
Read More Apple, Microsoft and Palo Alto Networks are Daniel Ives' 'tech stocks to own'
"When compared to the nightmare quarter of SNAP last night, it shows digital ad spending is not falling off a cliff."
Read More Daniel Ives: Twitter active user falloff 'better than feared'
Daniel Ives: Apple reports next week
3 years ago
3 years ago"The stickiness of the iPhone upgrade cycle is still being underestimated by investors in our opinion."
"As of now we believe iPhone demand is holding up slightly better than expected."
Read More Daniel Ives: Thoughts on Apple into the June quarter
"Our view in a nutshell is that tech stocks have overcorrected."
Read More Daniel Ives: Mild recession baked into tech stocks
Daniel Ives: Drumroll for WWDC
3 years ago
3 years ago"Laying the breadcrumbs to the highly anticipated AR headset Apple Glasses set to make its debut likely before holiday season or latest early 2023."
"Thus far the dreaded cut in enterprise spending is more bark than bite." From a note to Wedbush clients that landed on my desktop Tuesday: This…
Read More Daniel Ives: An improving supply chain is a positive for Apple
"As of now we believe iPhone demand is holding up better than expected and are trending better than management's guidance thus far in the quarter."
"The chasm -- the dichotomy -- between those who think [the market's] going to be good and bad is the deepest I've seen since 2007."
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