"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
"We would be careful for investors to use reports like today's potential probe as a proxy for much tougher times ahead for Apple in China."
Read More Daniel Ives: China's Apple probe is a 'contained risk'
"No US Global 2000 is going to use a Chinese start-up DeepSeek to launch their AI infrastructure and use cases."
Read More Daniel Ives: The Street's post-DeepSeek slump is an AI buying opportunity
"We believe the panic and bear frenzy around Apple is way overdone."
Read More Daniel Ives: Apple investors have nothing to fear but fear itself
"The AI Software era is now here." — Analyst Daniel Ives
Read More Apple is No. 6 in Wedbush's 'Top 10 Tech Winners for the AI Revolution'
Daniel Ive's busy week
1 year ago
1 year agoTwo Apple notes to Wedbush clients, five media hits.
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