Excerpts from the notes I've seen. More as they come in.
Read More Tariff reprieve: What the Apple analysts are saying
"No US tech company is more negatively impacted by these tariffs than Apple."
Read More Daniel Ives: 'China holds a lot of cards in this game of poker'
Comedian Jon Stewart discovers Daniel Ives
3 months ago
3 months ago"Who wears a Hawaiian shirt to an Armageddon?"
Wedbush slashes its Apple target $75 to $250
3 months ago
3 months agoDaniel Ives — the Street's biggest tech bull — has thrown in the towel.
"If you want a $3,500 iPhone, we should make it in the U.S. If you want it for $1,000 you keep it in China."
Read More Wedbush's Daniel Ives: 'Economic armageddon' ahead if Trump tariffs stick
"The Street and us knew a bad 1Q was coming but this was even worse than expected."
Read More Daniel Ives: This is a 'brand tornado crisis moment' for Elon Musk's Tesla
From "Apple has a trojan horse in Siri, but it's still in the barn, says Requisite’s Bryn Talkington" which aired Thursday on CNBC.
Read More She halved her Apple holdings in December amid iPhone AI supercycle hype
"While we get the disappointment from investors and this was not an ideal rollout for Apple Intelligence, we believe this sell-off is way overdone." — Analyst Daniel Ives
Read More Wedbush sticks with its Street-high $325 Apple target
"China has been a major headwind for Apple over the last year but we believe starting in the June quarter growth returns to this flagship region with easier comps going forward into FY26."
Read More Daniel Ives, back from Far East, says tide will turn for Apple in June
"Smart strategic move at the right time."
Read More Wedbush's Daniel Ives likes Apple's Monday a.m. news
12 Comments