"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."
Read More Daniel Ives: Clear the decks for 90 million iPhones
"We expect developers over the next 6 to 12 months will build hundreds of generative AI driven apps."
Read More Daniel Ives: iPhone 16 AI-Driven Massive Upgrade Cycle On the Horizon
"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 $2 billion in terms of what they'll have to pay."
Read More Daniel Ives: Apple's walking a regulatory tightwire
And the Street is just starting to get it.
Read More Wedbush's Daniel Ives: Apple will be the gatekeepers of the consumer AI revolution
From Adam Clark's "Apple Stock Is on a Tear. How Far It Could Go." ($) posted Saturday on Barron's.
Read More Barron's: Apple could go one of two ways from here
"We believe over the next year the race to $4 Trillion Market Cap in Tech will be front and center between Nvidia, Apple, and Microsoft."
Read More Daniel Ives: Apple, Microsoft and the 'Godfather of AI'
From "Apple 'will now own AI in the consumer,' hit $4T in a year: Wedbush's Ives at SA Summit" ($) posted Tuesday by Seeking Alpha.
Read More Daniel Ives: 'Look, the haters always hate, right?'
"The AI party is just getting started as its 9 pm in a party going till 4 am with the rest of the tech world now joining." — Analyst Daniel Ives
Read More Wedbush's Daniel Ives: Apple, Microsoft and Nvidia in a 3-way race to $4 trillion
WWDC 2024: What the analysts are saying
1 year ago
1 year agoExcerpts from the notes I've seen. More as they come in.
10 Comments