"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
"We have barely scratched the surface of this 4th Industrial Revolution now playing out around the world led by the Big Tech stalwarts such as Nvidia, Microsoft, Palantir, Meta, Alphabet, and Amazon."
Read More Daniel Ives has dropped Apple from his list of 'Big Tech stalwarts'
"The time has come for Apple to do a big M&A deal... and it's Perplexity."
Read More Daniel Ives goes all in on Apple-Perplexity AI deal
Two dubious Apple predictions
5 months ago
5 months agoAs I drove home yesterday from an Apple investors conference in Boston, I kept thinking about two things our guest analysts said.
Horace Dediu will do the heavy lifting. I'll be interviewing Apple analysts and giving a presentation about AAPL in the Trump era.
Read More Headed to Boston for ACTIVE: The Apple Investor Conference
"Of course, Apple is late to AI, but they are essentially a toll collector on its unmatched global ecosystem."
Read More Apple bull Daniel Ives heads to WWDC with a $270 target
Could Apple build an off-ramp to placate Trump?
5 months ago
5 months agoApple’s chief executive may have wiggle room to get back in the president’s good graces. It starts with the iPhone.
"One of the smartest move that Cook and Cupertino made over the last few months was quickly pivoting to iPhone production/assembly in India."
"Trump Takes Shot Across the Bow at Apple; Frustrating Situation for Investors." — Analyst Daniel Ives
Read More Wedbush still 'Outperform' on Apple despite Trump's 25% iPhone tariff threat
"We maintain our OUTPERFORM and $270 PT reflecting incremental confidence in the India and China iPhone supply chain situation."
Read More Daniel Ives: Apple bulls need to look past the next 3 months
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