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Daniel Ives: 'Ukraine Invasion Will Cause Scary Tech Sell-Off'apple ives russia ukraine4 years ago
Published February 24, 2022 by Philip Elmer-DeWitt

Daniel Ives: 'Ukraine Invasion Will Cause Scary Tech Sell-Off'

"Top names to own on this sell off in our opinion are Microsoft, Apple, Oracle, Adobe, Salesforce, as well as core chip names" From a note…

Read More Daniel Ives: 'Ukraine Invasion Will Cause Scary Tech Sell-Off'

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Daniel Ives: Exit of Peloton CEO John Foley sets stage for acquisitionapple peloton John Foley4 years ago
Published February 8, 2022 by Philip Elmer-DeWitt

Daniel Ives: Exit of Peloton CEO John Foley sets stage for acquisition

"We view Apple as the likely acquirer due to the clear strategic fit,... while Amazon and Nike among others could be potential bidders in the mix."

Read More Daniel Ives: Exit of Peloton CEO John Foley sets stage for acquisition

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Daniel Ives: Maybe Apple should climb on Pelotonapple peloton daniel ives4 years ago
Published February 6, 2022 by Philip Elmer-DeWitt

Daniel Ives: Maybe Apple should climb on Peloton

"We would be shocked if Apple is not aggressively involved in this potential deal process."

Read More Daniel Ives: Maybe Apple should climb on Peloton

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Wedbush's Daniel Ives on Microsoft's Dec. 2021 quartermicrosoft wedbush daniel ives4 years ago
Published January 26, 2022 by Philip Elmer-DeWitt

Wedbush's Daniel Ives on Microsoft's Dec. 2021 quarter

"The Strong Cloud Guidance Heard Around the World; Cloud Growth Not Slowing!!"

Read More Wedbush's Daniel Ives on Microsoft's Dec. 2021 quarter

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Wedbush's Daniel Ives sticks with $200 Apple targetapple ives drumroll4 years ago
Published January 25, 2022 by Philip Elmer-DeWitt

Wedbush's Daniel Ives sticks with $200 Apple target

From a note to clients that landed on my desktop Monday.

Read More Wedbush's Daniel Ives sticks with $200 Apple target

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Daniel Ives: Microsoft's $68.7B Activision buy is a metaverse playmicrosoft activision wedbush apple4 years ago
Published January 18, 2022 by Philip Elmer-DeWitt

Daniel Ives: Microsoft's $68.7B Activision buy is a metaverse play

"This represents Microsoft's largest acquisition ever and the largest M&A deal (Dell/EMC $67 billion) in tech history."

Read More Daniel Ives: Microsoft's $68.7B Activision buy is a metaverse play

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Win Daniel Ives' one-year subscription to Apple 3.0 (a $200 value)apple 3.0 smackdown trivia4 years ago
Published January 17, 2022 by Philip Elmer-DeWitt

Win Daniel Ives' one-year subscription to Apple 3.0 (a $200 value)

Wedbush's Ives came in first in last quarter's Earning Smackdown. He's generously offered his prize as the reward for a trivia contest.

Read More Win Daniel Ives' one-year subscription to Apple 3.0 (a $200 value)

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Daniel Ives: Apple's Services biz alone is worth $1.5 trillionapple ives services 1.5T4 years ago
Published January 3, 2022 by Philip Elmer-DeWitt

Daniel Ives: Apple's Services biz alone is worth $1.5 trillion

"Our goal is to double the size of the services business in the next four years." -- CEO Tim Cook in early 2017

Read More Daniel Ives: Apple's Services biz alone is worth $1.5 trillion

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Daniel Ives: Apple on track to hit $3 trillion this weekapple 3t daniel Ives4 years ago
Published December 12, 2021 by Philip Elmer-DeWitt

Daniel Ives: Apple on track to hit $3 trillion this week

"The Street is starting to better appreciate the robust fundamental story."

Read More Daniel Ives: Apple on track to hit $3 trillion this week

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Talking heads talking about Apple (videos)apple talking heads cnbc4 years ago
Published December 10, 2021 by Philip Elmer-DeWitt

Talking heads talking about Apple (videos)

With its share price approaching $3 trillion, Apple was the only thing anybody wanted to talk about yesterday on CNBC.

Read More Talking heads talking about Apple (videos)

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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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