"We continue to believe the consumer AI revolution goes through Cupertino."
Read More Daniel Ives: 25% of the world will ultimately access AI through an iPhone
"We are seeing more indications across the Asia supply chain over the past few weeks this iPhone upgrade cycle could be a historical one."
Read More Daniel Ives: On Sept. 9, an AI-driven supercycle begins for Apple
"Rome was not built in a day and neither will this unprecedented AI Revolution."
Read More Daniel Ives promises an 'AI tidal wave of spending'
"We believe AI technology being introduced into the Apple ecosystem will bring monetization opportunities on both the services as well as iPhone/hardware front and adds $30 to $40 per share."
"The Street is viewing this June quarter as just the warm up to the main historical event for Cupertino which is the AI driven supercycle beginning with iPhone 16 set to launch in mid September."
Read More Daniel Ives: Apple's June quarter should be 'in-line'
From "Ives: Recent tech sell-off is a bump in the road, not the end" which aired Monday on CNBC.
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"We believe the Street is now starting to slowly recognize that with Apple Intelligence on the doorstep in essence Cupertino will be the gatekeepers of the consumer AI Revolution."
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"We expect developers over the next 6 to 12 months will build hundreds of generative AI driven apps."
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"On the enterprise AI front Nvidia/Microsoft will drive this while Apple/Meta/Google now unleash the consumer AI Revolution heading into year-end with iPhone 16 the beginning of this AI driven smartphone era."
Read More Wedbush's Daniel Ives: The AI party is just getting started
"Realistically, we're talking $1 billion to $2 billion in terms of what they'll have to pay."
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