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Wedbush's Daniel Ives: Apple will be the gatekeepers of the consumer AI revolution1 year ago
Published June 23, 2024 by Philip Elmer-DeWitt

Wedbush's Daniel Ives: Apple will be the gatekeepers of the consumer AI revolution

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

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Barron's: Apple could go one of two ways from hereapple barrons fork road1 year ago
Published June 23, 2024 by Philip Elmer-DeWitt

Barron's: Apple could go one of two ways from here

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

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Daniel Ives: Apple, Microsoft and the 'Godfather of AI'apple nvidia godfather ive1 year ago
Published June 20, 2024 by Philip Elmer-DeWitt

Daniel Ives: Apple, Microsoft and the 'Godfather of AI'

"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'

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Daniel Ives: 'Look, the haters always hate, right?'apple wedbush ives haters1 year ago
Published June 20, 2024 by Philip Elmer-DeWitt

Daniel Ives: 'Look, the haters always hate, right?'

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?'

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Wedbush's Daniel Ives: Apple, Microsoft and Nvidia in a 3-way race to $4 trillionapple nvidia microsoft 4Trillion1 year ago
Published June 13, 2024 by Philip Elmer-DeWitt

Wedbush's Daniel Ives: Apple, Microsoft and Nvidia in a 3-way race to $4 trillion

"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

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WWDC 2024: What the analysts are sayingapple wwdc24 analysts saying1 year ago
Published June 10, 2024 by Philip Elmer-DeWitt

WWDC 2024: What the analysts are saying

Excerpts from the notes I've seen. More as they come in.

Read More WWDC 2024: What the analysts are saying

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Apple Intelligence: What the talking heads are saying (videos)apple wwdc24 talking heads1 year ago
Published June 10, 2024 by Philip Elmer-DeWitt

Apple Intelligence: What the talking heads are saying (videos)

The post WWDC 2024 reactions that caught my eye. More as they come in.

Read More Apple Intelligence: What the talking heads are saying (videos)

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Wedbush's Daniel Ives: Fashion plateapple daniel ives glowtime1 year ago
Published June 2, 2024 by Philip Elmer-DeWitt

Wedbush's Daniel Ives: Fashion plate

From Nadine DeNinno's "I’m Wall Street’s best dressed man" posted Tuesday by the New York Post.

Read More Wedbush's Daniel Ives: Fashion plate

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Reminder: WWDC begins June 10apple wwdc 24 lineup1 year ago
Published May 28, 2024 by Philip Elmer-DeWitt

Reminder: WWDC begins June 10

Wedbush's Daniel Ives believes this is the most important Apple event in a decade.

Read More Reminder: WWDC begins June 10

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Jim Cramer on Daniel Ives' $275 Apple target (video)apple ives schlitz cramer1 year ago
Published May 24, 2024 by Philip Elmer-DeWitt

Jim Cramer on Daniel Ives' $275 Apple target (video)

"This is a very important note. What he's saying, ahead of the World Wide Developers Conference, he's saying this is the biggest one in 10 years."

Read More Jim Cramer on Daniel Ives' $275 Apple target (video)

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Philip Elmer-DeWitt
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.]

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Philip Elmer‑DeWitt

  • 9to5Mac
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  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
  • Tommo.fyi
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