Bloomberg Talks Global Head: Technology at Wedbush Securities Dan Ives
Sep 10, 2025
Dan Ives, the Global Head of Technology at Wedbush Securities, offers keen insights into the tech landscape. He discusses Oracle's impressive cloud business growth and its ripple effects on competitors like Microsoft and Google. Ives also highlights Apple's struggles in AI, emphasizing the need for fresh talent to boost innovation. The conversation features light banter about personal branding amidst serious market analysis. Plus, they explore unique tech intersections, including iris scanning for authentication, revealing the quirky side of the industry.
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Joining AECO And WorldCoin Treasury
- Dan Ives announced he will be chairman of AECO and explained its role tied to WorldCoin and AI authentication.
- He described raising capital and closing the deal, noting excitement about its potential as infrastructure for AI identity.
Oracle As AI Infrastructure Validation
- Oracle's strong cloud outlook validates real enterprise AI demand and infrastructure adoption.
- Dan Ives called the results a 'drop the mic' moment showing broader tech implications.
Apple Has A Big Upgrade Cycle Ahead
- Apple faces a large upgrade cycle with over 300 million devices eligible after four-plus years.
- Ives believes Street estimates are conservative and AI integration could amplify upside.