Dan Ives on Apple: June will be the last negative quarter in China

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  • เผยแพร่เมื่อ 23 พ.ค. 2024
  • Dan Ives, WedBush Securities analyst, joins 'Squawk on the Street' to discuss Apple, his outlook on the stocks' target price, China, and more.

ความคิดเห็น • 122

  • @kendavies8351
    @kendavies8351 28 วันที่ผ่านมา +103

    Over the last decade, my tech stocks, particularly Apple, demonstrated robust performance with a P/E gain exceeding 30%. Looking forward, what stocks do you foresee as the next Apple in terms of growth for the coming decade?

    • @karenwilliams9653
      @karenwilliams9653 28 วันที่ผ่านมา +4

      Identifying the next Apple within the tech sector can be challenging, given Apple's exceptional performance. Consider diversifying beyond tech stocks.

    • @lisaMauer-sj5el
      @lisaMauer-sj5el 28 วันที่ผ่านมา +3

      Have you heard about Apple's recent patent issue with their new watches? The production halt might impact share prices, given the Apple Watch's significance.

    • @kendavies8351
      @kendavies8351 28 วันที่ผ่านมา +2

      Intriguing. How severe is this issue, and do you anticipate it affecting Apple's overall performance in the coming months?

    • @lisaMauer-sj5el
      @lisaMauer-sj5el 28 วันที่ผ่านมา +3

      Monica passed on information about the patent issue and is already taking actions to mitigate potential drops in share prices.

    • @lisaMauer-sj5el
      @lisaMauer-sj5el 28 วันที่ผ่านมา +6

      In my opinion, with evolving market dynamics necessitate a reevaluation of strategies. Engaging a wealth planner is essential for navigating the next decade successfully, leading to over $450,000 in profit over the last two years with less than a 100k when I started.

  • @99cya
    @99cya หลายเดือนก่อน +24

    Dan is fun to listen to. He often starts a sentence and then just doesnt finish it 😂

  • @ryanjohnson4515
    @ryanjohnson4515 หลายเดือนก่อน +17

    I don't think Apple is in trouble, but it is so tiresome to hear the same "AI" talk that will lead to a resonance for all the big tech giants.

    • @belchmelch
      @belchmelch หลายเดือนก่อน +2

      thing is… no one understands how AI will help… But Apple is the best at explaining why you need it…
      In any case, i’m buying options calls on a future bogus sell off day pre-earnings report.
      MSFT is clearly the easier buy tho.

    • @ryanjohnson4515
      @ryanjohnson4515 หลายเดือนก่อน

      @@belchmelch Agreed. My view for the tech giants is:
      1. Microsoft (best position for AI and big software moat)
      2. Amazon (Cloud and Robotics)
      3. Apple, Meta, Google

    • @Mr.Eeeeeeeee
      @Mr.Eeeeeeeee หลายเดือนก่อน

      @@belchmelch I don't see Microsoft as the clear buy. Their AI implementation so far is mediocre at best. I don't use any of it. Just ChatGPT

    • @mathewvarghese4387
      @mathewvarghese4387 หลายเดือนก่อน

      Apple is connected with open Ai and Google and it will do more realistic things.

    • @PelosiStockPortfolio
      @PelosiStockPortfolio หลายเดือนก่อน

      @@Mr.Eeeeeeeee Dont sleep on MSFT (or other video game developers) as a big winner from AI. A clear early use case for AI is upgrading NPC behavior to elevate gaming experience. It would be a big win for whoever does that first. At the same time other use cases for AI in our every day lives havent even been figured out yet.

  • @donkeychan491
    @donkeychan491 หลายเดือนก่อน +45

    Dan Ives has all the credibility of a used car salesman

    • @Mr.Eeeeeeeee
      @Mr.Eeeeeeeee หลายเดือนก่อน +7

      He's been spot on with AAPL

    • @unholydonut
      @unholydonut หลายเดือนก่อน

      @@Mr.Eeeeeeeee Right. Apple car is selling like hot cake like he dreams of right?

    • @alr8141
      @alr8141 หลายเดือนก่อน +4

      He also dresses like one

    • @prolific1518
      @prolific1518 หลายเดือนก่อน

      ​@@Mr.Eeeeeeeee he hasn't been spot on with anything. He was telling people to buy apple at the top then it dumped. It's magically been saved by constant price target upgrades. It's clear market manipulation.

    • @SaxonFaust
      @SaxonFaust หลายเดือนก่อน +1

      I’ve avoided all his videos

  • @maltlickytexas
    @maltlickytexas หลายเดือนก่อน +6

    I'm a simple man; I see Dan Ives, I click & watch.😂

    • @JamesMullarneyIsAFraud
      @JamesMullarneyIsAFraud หลายเดือนก่อน +3

      youre simple alright if thats your thought process

    • @maltlickytexas
      @maltlickytexas หลายเดือนก่อน +1

      @@JamesMullarneyIsAFraud I am impressed you can repeat what I explicitly stated. Yes, I am simple. Please, repeat that again.😂

  • @99cya
    @99cya หลายเดือนก่อน +6

    The reason i have kept my apple shares and even increased my position is this: apple has n insanely large, fully active and strong user base. If good use cases are found with AI, apple is in the best spot to advertise and exploit that.

    • @prolific1518
      @prolific1518 หลายเดือนก่อน

      Psss... Apple's userbase has become considerably poorer as it became a sheep magnet. The poor look at iPhones as status symbols now. It's the reason the upgrade cycles are becoming longer. The poor can't afford to upgrade.

  • @Hello-pl2qe
    @Hello-pl2qe หลายเดือนก่อน +5

    What we really want to know, Dan, is where do you get these clothes?

  • @aguyinavan6087
    @aguyinavan6087 หลายเดือนก่อน +2

    Yeah right Dan. The population of China is decreasing fast. You're not going to endlessly grow revenues in a country with a declining population, who are out of work, because us companies are still leaving a country set on taking over another democratic country, Taiwan. Until the Taiwan issue is resolved, people will be hording their wealth in Gold. And property values cannot escalate in a world with declining demographics.
    China has longstanding problems that will only get worse with time.

  • @PelosiStockPortfolio
    @PelosiStockPortfolio หลายเดือนก่อน +2

    Hes getting way ahead of himself. When AI actually has uses for every day consumers then there will be a super cycle. They havent figured out what that is going to look like yet. The biggest group of AI users currently is high school/college students using it to write essays, and the next iPhone model will be the same type of minimal changes as the previous 4 versions

  • @merrittwitherspoon7894
    @merrittwitherspoon7894 หลายเดือนก่อน +2

    He didn’t even mention Apple Vision Pro!

  • @CaptainMarvel007
    @CaptainMarvel007 หลายเดือนก่อน +2

    Mr. Ives, the stock market prophet 🤔

  • @OwenAlekos-mh7yw
    @OwenAlekos-mh7yw 29 วันที่ผ่านมา +1

    When people's records are like a fake apple's to apple's game because it's just the opposite side and they have to move them to the current side; and doing so blind is the easiest way but it requires handing over rights.
    Regarding New Holland identities from 1624. Like, of course it's only mutual and fair and is like a 1-1 exchange and group census comparison. As well as great profile extortion. Like, through the fairness they can have a record without any barriers... And... People find USSR and Chinese people who were likely to not have been in USSR nor China recently like they said. Like, what if that's the code for finding the traitors and homicidal sociopath thieves?
    Regarding how it could be like "the NPC characters are from China and are claimed as New Holland when in USA because of an exchange..." It would be showing 100% true fair value of identity records and relations. Like, 'social value' (putting people into a cost's analysis system. How much does a person cost? Not really answered like people thought because of the cult's faking social systems... And how much money does it cost to not be sold?).

  • @typerlover
    @typerlover หลายเดือนก่อน

    Is there a link anywhere to Dan Ives disclosures where he mentions yes to other conflicts. I would like to see if he receives any compensation in any way from the companies he promotes.

  • @user-kh9qo3sj3u
    @user-kh9qo3sj3u หลายเดือนก่อน +1

    If you are looking for sound advice, Paul Meeks nails it!

  • @PkTwothousand
    @PkTwothousand 23 วันที่ผ่านมา +1

    Why do they keep bringing this guy on

  • @enoessien7641
    @enoessien7641 หลายเดือนก่อน

    Whenever Dan is on … it’s “a get out the popcorn moment” 😅

  • @mathewvarghese4387
    @mathewvarghese4387 หลายเดือนก่อน

    Interesting thing is after next two quarters it will be almost more than $2000. That means if it drops to $1500 to $1000 then also my profit and principal is safe. Am I correct?

  • @fooslinger
    @fooslinger หลายเดือนก่อน

    I am here to check in with Dan Ives' wardrobe selection. Maybe buy some Apple stock before I go pick out my light mint-green blazer.

  • @23pinkpear
    @23pinkpear หลายเดือนก่อน +3

    I don’t think folks will pay for a subscription model of AI

    • @CaptainMarvel007
      @CaptainMarvel007 หลายเดือนก่อน +1

      The average retail consumers not really, but enterprise customers will if the cost is justified by its benefits.

    • @briantep458
      @briantep458 หลายเดือนก่อน

      @@CaptainMarvel007 enterprise benefits microsoft, not apple

    • @CaptainMarvel007
      @CaptainMarvel007 หลายเดือนก่อน

      @@briantep458 Valid observation. Regardless, regular consumer won’t pay for a subscription at this early stages of AI, wether is Microsoft, Apple or anyone else. There’s still years before will see the value in it, just the autonomous driving technology, still years away before it comes to the masses.

    • @briantep458
      @briantep458 หลายเดือนก่อน +3

      @@CaptainMarvel007 No average consumer will ever pay, AI/AGI will just be commoditized at that point. The early winners will be enterprise software (and of course the semiconductors). We will experience a brief mini crash in between, before robotics/humanoids complete the full 10 year AI Bull Market cycle.

    • @TheMagicJIZZ
      @TheMagicJIZZ หลายเดือนก่อน

      ​@@briantep458would you pay $250 for an autonomous car that you can rent or use like Uber per ride? In a monthly subscription?
      openAi for example charges $20 a month or does API fees but it's a limited market
      What is the AI market or iPhone of ai?

  • @theguildedcage
    @theguildedcage หลายเดือนก่อน +6

    Meet the new phone. Same as the old phone.

  • @JPHolling
    @JPHolling หลายเดือนก่อน

    This is the most vulnerable apple has been in a long time. They could pull it off because they have a trusted brand and consumers are slow to react to better technology. Facebook Microsoft, and Google have all positioned themselves to take away future/potential market share from Apple.

  • @Tuxiii808
    @Tuxiii808 หลายเดือนก่อน +2

    Best guy!! 😂

  • @moshebmoshe
    @moshebmoshe หลายเดือนก่อน +1

    Dan and his “Godfather and Mount Rushmore” references is getting old

  • @scottwilliamson1929
    @scottwilliamson1929 หลายเดือนก่อน +2

    Dan Ives, the Godfather of loud jackets!!😊

  • @user-xr9ln5pf7y
    @user-xr9ln5pf7y หลายเดือนก่อน +1

    Delirious!

  • @argenti14
    @argenti14 28 วันที่ผ่านมา

    dan ives is king-take out the popcorn

  • @geraldbrowne
    @geraldbrowne หลายเดือนก่อน +3

    Question: why would anyone pay a fee to Apple to restrict their AI to a carry device? When by attaching to google or Microsoft, you can use AI applications across the cloud platform if on any device? Including iPhones.
    Apple like Microsoft of the 90’s think they have a moat around their phone. Clearly an opening for a Microsoft phone or improved android would better suit their AI suite of products.
    Apple has no moat anymore. Watch the tech migration to other forms of communications.

  • @BilgePump
    @BilgePump 13 วันที่ผ่านมา

    AAPL and NVDA,,,Secretariet and Sham all over again!! 🐎Both of these double by EofY. It is historic. Well said

  • @ConsistentlyAwkward
    @ConsistentlyAwkward 25 วันที่ผ่านมา

    my prediction is we won’t see Dan Ives for a while after none of this happens 😂

  • @ThomasShelby-xz2fk
    @ThomasShelby-xz2fk หลายเดือนก่อน +2

    Apple will continue to be a beast in the next decade

  • @isaacjohnson5790
    @isaacjohnson5790 หลายเดือนก่อน

    Lol. Dan Ives catch phrases. "Get out the popcorn moment."

  • @wt3447
    @wt3447 หลายเดือนก่อน

    For some reason samsung cell phone is so much easy to use like a small pc. Apple isn't

  • @jr7055
    @jr7055 หลายเดือนก่อน

    I agree. Apple knows it's do or die now. Release good AI or be overtaken by android. Only reason I'd leave apple is because there's no match to google assistant.

  • @yobuddi
    @yobuddi 29 วันที่ผ่านมา

    That shirt is too dope

  • @RionellKoay
    @RionellKoay หลายเดือนก่อน

    when an analyst wore this colour of coat, you knew what's coming

  • @willtwain1383
    @willtwain1383 หลายเดือนก่อน +1

    50% move in APPL is hard to fathom. PE would be over 40. It is possible, but that is a big move. He may be a year early.

    • @briantep458
      @briantep458 หลายเดือนก่อน +1

      its a 3T dollar fully matured tech company, really difficult to assume the company will generate meaningful revenue growth in the new coming years. Especially when most people can barely afford to pay their rent and groceries, buying a new phone is the last thing on their mind. AI is a productivity tool, its more impactful on the PC/laptop versus mobile which is just used for text messaging, taking photos, and watching tiktok.

    • @willtwain1383
      @willtwain1383 หลายเดือนก่อน

      @@briantep458 I love APPL, doubt it can do a 50% move in 18 months. The service business is a huge profit maker and is growing rapidly, but 50% for such a huge company is difficult.
      I hope Dan is right.

  • @mikeshawn5864
    @mikeshawn5864 หลายเดือนก่อน

    0:48 exactly😅😅

  • @DKR977
    @DKR977 หลายเดือนก่อน

    I love how he get's some of his data from what the New York City cab drivers tells him on his cab rides, too funny.

    • @PabloFajaOfficial
      @PabloFajaOfficial หลายเดือนก่อน

      We interact with a lot of people in different industries and talk to them about the state of the industry that the riders work in. Being a taxi driver gives us a pulse of the economy. While driving around, we can see if there are a lot of signs saying now hiring and if commercial real estate is available. This gives us front line understanding how the economy is doing.

  • @argenti14
    @argenti14 หลายเดือนก่อน +1

    Dan plays chess cnbc plays checkers

  • @3thinking
    @3thinking หลายเดือนก่อน

    AI will interact with most consumers by telling them their job has gone.

  • @walterconn5637
    @walterconn5637 หลายเดือนก่อน

    Maybe Apple needs to have ai that protects privacy?

  • @terrylee6703
    @terrylee6703 หลายเดือนก่อน +1

    Dan Ives worst Wall Street analyst. Nothing but paid Wall Street analyst. How is his favorite TSLA doing

  • @judahdatoy6134
    @judahdatoy6134 29 วันที่ผ่านมา

    Hey CNBC. About Tesla Topic.... Could you have Steven Mark Ryan from Solving The Money Problem Channel.
    All of your Tesla Talkers are all cooks. Out of touch of reality and not ever accurate, maybe sometimes.

  • @anzatzi
    @anzatzi หลายเดือนก่อน +1

    What are the AI apps going to do?

    • @richhead8462
      @richhead8462 หลายเดือนก่อน

      Wipe u at the toilet.

  • @KenjiEspresso
    @KenjiEspresso หลายเดือนก่อน

    Or not. 😂

  • @cryptonite8287
    @cryptonite8287 หลายเดือนก่อน +5

    dan ives has been so wrong so many times. he is behind the times.

    • @EJH-jn6mo
      @EJH-jn6mo หลายเดือนก่อน

      Good to know, thanks. This guy is showing up everywhere and feels like Apple is compensating him as their sales person. Definitely doesn’t feel like a credible analyst. More car salesman.

    • @Andyyy213
      @Andyyy213 หลายเดือนก่อน +5

      Actually he’s been spot on for tons of his calls. I got in Apple months ago at 160 and it was a solid investment. Just ignored the negative media about china sales blah blah. Apple’s growth story is about to unravel once again.

    • @cryptonite8287
      @cryptonite8287 หลายเดือนก่อน

      @@Andyyy213 yes, spot on. the latest product was a huge failure. they are just using AI to have people forget about it.

    • @bruxi78230
      @bruxi78230 หลายเดือนก่อน +2

      @@Andyyy213 ---- Exactly right about China iPhone sales. The estimated shipment stats (which aren't sales at all) were that Apple would be down -19% in iPhone sales last quarter. In fact when the number was reported Apple was actually up in iPhone sales in China. The real reason is because shipments are estimates and the data companies don't have 100% of the data. Many times they are wildly off of reality.

    • @Mr.Eeeeeeeee
      @Mr.Eeeeeeeee หลายเดือนก่อน +2

      He has been right about AAPL for years. Pay attention.

  • @Culperrr
    @Culperrr หลายเดือนก่อน

    In what world does it make sense that AI wouldn't be able to be used on non-iPhone 16 devices? IOS is compatible with the iPhone XR, a six-year-old device. They want the most people possible to use their products. Now perhaps the hardware limitations of a device like the iPhone XR won't be good enough to utilize AI, but I would argue that at least an iPhone 12 has the capabilities. Most users are consumers, not AI developers.

  • @paulbunch5657
    @paulbunch5657 หลายเดือนก่อน

    Ives gives the nod to Microsoft at about 5:00 in.

  • @H3H3official
    @H3H3official หลายเดือนก่อน

    iphone forever

  • @dvidedmindz
    @dvidedmindz หลายเดือนก่อน +2

    Lmao he has been calling an upgrade super cycle for the last 2 half years.

  • @EasyTechTrading
    @EasyTechTrading หลายเดือนก่อน

    dan relies so much on 2.2 billion apple users. 1/4 or 1/2 might probably upgrade to new iphone. but its not guarantee, apple surging price year over year on every new iphone they release and consumers can’t afford it. China mobile phone is always be the second choice due to price and quality. also A.i is not as good as OpenAi and probably still on development. Apple haven’t release a ground breaking technology since steve job passed. all the new features they adding on iphone, android already have it. they only reason people stick around with apple is their device eco system, apps, and privacy.

    • @Mr.Eeeeeeeee
      @Mr.Eeeeeeeee หลายเดือนก่อน

      3.5 year upgrade cycle. That's a lot of device upgrades per year. It's not the phone. It's the ecosystem that people buy in to no one who doesn't own AAPL understands this.

  • @uriyahrobinson7704
    @uriyahrobinson7704 หลายเดือนก่อน

    …and with a strong thesis, why doesn’t he own any of AAPL???😅

    • @astrophage381
      @astrophage381 หลายเดือนก่อน

      To avoid conflict of interest?

    • @peterl.104
      @peterl.104 หลายเดือนก่อน

      @@astrophage381one of the most intelligent posts on this video I’ve seen so far so, tell me this: Why did Dan Ives think that blue-green jacket went well with that shirt?

  • @vpwl
    @vpwl หลายเดือนก่อน

    Apple has never had AI - the question is who will they utilize?

  • @mannydavidcastillo1109
    @mannydavidcastillo1109 หลายเดือนก่อน

    AI is a nothing burger

  • @FirstNameLastName-fv4eu
    @FirstNameLastName-fv4eu 28 วันที่ผ่านมา

    God knows what this guy is drinking!!

  • @JamesMullarneyIsAFraud
    @JamesMullarneyIsAFraud หลายเดือนก่อน +1

    this guy is a clown.

  • @jasonhutchinson8060
    @jasonhutchinson8060 หลายเดือนก่อน

    Dan is so far up Apples ass it is actually more of a comedic routine at this point.

  • @devinwynn1299
    @devinwynn1299 หลายเดือนก่อน

    I swear he gets a commission from Jensen on every time he says godfather of ai. No one believes they. Jensen created the hardware for ai (even that’s generous, he’s the ceo not the cto) but he knows nothing about the advanced math and techniques behind it. Shut up ives

  • @judahdatoy6134
    @judahdatoy6134 29 วันที่ผ่านมา

    Dans spund bites need to be declusterred and actually explained because in Dan Ives head whenever he has sound bites he is running First, in reality its just a bunch of BS talk.

  • @deltadom33
    @deltadom33 หลายเดือนก่อน

    He doesnt know what he is talking about, he wouldnt know the difference between a neutral network and machine learning and a large language model

  • @user-kh9qo3sj3u
    @user-kh9qo3sj3u หลายเดือนก่อน +2

    Apple has been and will continue to be dead money.

    • @josephroberts7374
      @josephroberts7374 หลายเดือนก่อน +4

      lol. Look at the charts. It's killed the market/QQQ over the past 5 years and longer. Just not doing great over the past 6 months, but it historically goes through it's big dips.

  • @SaxonFaust
    @SaxonFaust หลายเดือนก่อน

    This Dan guy is a hack

  • @prolific1518
    @prolific1518 หลายเดือนก่อน

    Market manipulator Ives

  • @ashishanand4mech
    @ashishanand4mech หลายเดือนก่อน

    Dan has learnt a word "Cupertino" that he keeps repeating