"This is a very bullish sign for the markets and in particular tech stocks." — Analyst Daniel Ives
Read More Wedbush: A U.S.-China trade deal would be 'a huge breakthrough moment'
From "Stocks Drop as US-China Trade Talks Stall" posted Friday to Deepwater subscribers.
Read More Gene Munster: Trump may have just thrown a wrench in the AI trade (video)
Wedbush raises its Apple target $40 to $310
5 months ago
5 months agoThe Street is clearly underestimating this iPhone cycle in our view and its a Ryder Cup Bethpage moment for Cook and Cupertino after a few years of disappointing growth years. — Analyst Daniel Ives
Delay of iPhone Air sales in China is a "hiccup."
Read More Daniel Ives: iPhone sales to grow 5%-10% year-over-year
Wedbush's walkup to today's Apple event
5 months ago
5 months ago"While Cook & Co. have done an extremely good job so far navigating a complex and challenging tariff environment, we expect the company to potentially raise…
From "Wedbush's Dan Ives: 80% of Musk lawsuit against Apple, OpenAI is 'noise'" which aired Monday on CNBC.
Read More Daniel Ives: In AI, Apple is a have-not. Given the App Store, they're front and center
Daniel Ives: WIll Apple be the Blackberry of AI?
7 months ago
7 months ago"We lay out the 3 things that Cook and Apple need to do to prove this will not be a melting ice cube AI strategy and make sure Cupertino is not watching this AI Party through the windows."
"We are still only at 10 pm in the AI Party (was 9 pm last year) and this party goes until 4 am."
Read More Microsoft and Meta: Dan Ives is partying like there's no tomorrow
"In a nutshell it's time for change in Cupertino and Cook & Co. need to get off the treadmill and start to make some significant headway on its AI strategy."
Read More Daniel Ives: The clock is ticking for Apple — and for Tim Cook
"A growing list of headwinds have contributed to Apple shares experiencing some of their worst underperformance relative to peers and the market in recent memory."
Read More Analysts walk up to Apple's June quarter earnings report
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