"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
"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'
Daniel Ives goes all in on Apple-Perplexity AI deal
11 months ago
11 months ago"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
11 months ago
11 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?
12 months ago
12 months agoApple’s chief executive may have wiggle room to get back in the president’s good graces. It starts with the iPhone.
Daniel Ives: The U.S.-made iPhone is a fairy tale
12 months ago
12 months ago"One of the smartest move that Cook and Cupertino made over the last few months was quickly pivoting to iPhone production/assembly in India."
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