Dan Ives

4 statements across 1 episodes · 2 bullish · 2 bearish · 1 people on the record · first statement Oct 23, 2024 by Dan Ives · said 4 times in 2 episodes since 2025 · across every show →

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2025 4 mentions in 2 episodes 2 per episode

Tariffs Impact on Tech Stocks: A Black Swan Event? — With Adam Parker of Trivariate Research Apr 8, 2025 · 3 mentions · from 0:02
The ‘AI-First Company,’ Big Tech Mega Earnings, NVIDIA vs. Anthropic May 5, 2025 · 1 mention · from 35:57
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Everything said about Dan Ives, oldest first

Oct 23, 2024 bearish

Prediction Not checkable as stated

Ives: Europe will fall behind every country in AI

“I mean, you're the way Europe's going. I mean, you're going to have every country in the world is going to be ahead of Europe when it comes to AI.”

Dan Ives Oct 23, 2024 ▶ 19:59 The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link

Oct 23, 2024 negative

Prediction Not checkable as stated

Ives: Chinese blockade or takeover of Taiwan is a very low-probability event

“I think there's a view that that's just very low likelihood that that's going to happen. Now look, in Hong Kong, you definitely sense some seat changes in terms of what we see, but look, we're always going to have these sort of, as Stephanie talks about a lot,…”

Dan Ives Oct 23, 2024 ▶ 30:25 The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link

Oct 23, 2024 bullish

Assertion Not checkable as stated

Ives: 100 million iPhones in China are in an upgrade window

“The biggest opportunity is you have a hundred million iPhones in China that are in a window of an upgrade opportunity.”

Dan Ives Oct 23, 2024 ▶ 17:37 The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link

Oct 23, 2024 bullish

Opinion

Ives: Apple-Baidu AI deal is Apple's biggest potential catalyst

“Does Baidu and Apple strike a deal where Baidu becomes ultimately the AI partner? If that, like if you said to me the biggest catalyst that could happen on the name, it's that.”

Dan Ives Oct 23, 2024 ▶ 17:51 The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link

Dan Ives

Mentions by year

Everything said about Dan Ives, oldest first

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