Get out the popcorn, says Ives.
Daniel Ives: What's next for tech M&A under Trump
11 months ago
11 months ago
"The growing view of the Street is that Khan would be out at the FTC and this could be a huge catalyst for more deal flow in the Big Tech landscape."
Read More Daniel Ives: What Trump's win means for Tesla, Apple and the AI trade
"The inflection point quarter starts to happen in December and iinto March."
Read More Daniel Ives isn't worried about iPhone demand (video)
"We expect a strong iPhone performance for the September quarter and expect a relatively bullish December iPhone demand commentary from Cook & Co." — Analyst Daniel Ives
Read More Wedbush sticks with its Street-high $300 Apple target
"The strength in particular is coming from the higher end Pro and Pro Max as models are up an eye popping 44% from a year ago."…
Read More Daniel Ives: Apple's iPhone sales in China are robust
"We expect developers over the next 6 to 9 months to build hundreds of generative AI-driven apps."
Read More Daniel Ives: Apple is headed for $4T market cap in '25
Selected Horace Dediu slides from Apple WWIC 24
12 months ago
12 months agoSnapshots of Apple's finances you won't find anywhere else.
Excerpts from the notes I've seen. More as they come in.
"This iPhone 16 release is all about Apple Intelligence and the unleashing of the consumer AI Revolution through Cupertino."
"Apple and its golden iOS ecosystem hold the only keys to the castle of 2.2 billion iOS devices worldwide."
Read More Daniel Ives: On Monday Sep. 9, Apple will set off an AI tidal wave
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