Bloomberg Talks Dan Ives Talks iPhone 17, Eightco Holdings
15 snips
Sep 9, 2025 
Dan Ives, Global Head of Technology Research at Wedbush Securities and Chairman of Eightco Holdings, dives into the launch of the iPhone 17 Air, highlighting its innovative design and potential impact, especially in China. He discusses Apple's cautious AI strategy amid fierce competition from players like OpenAI and Google. Ives also touches on the success of a new AI-focused ETF and warns against market hype, encouraging investors to seek out true leaders in the evolving tech scene.
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iPhone 17 May Be A Sneaky Upgrade
- Dan Ives expects the iPhone 17 to move the needle but not spark a super cycle.
- He sees a potential sneaky upgrade driven by AI integration and pent-up demand, especially in China.
Apple's AI Strategy Is Hidden
- Ives says Apple's AI strategy remains 'close to the vest' and effectively a black cloud over the stock.
- He believes Apple is likely waiting to double down with Google's Gemini partnership rather than build internally.
Act On AI Or Lose Position
- Do not assume Apple can wait indefinitely on AI without consequence.
- Time is not on Apple's side, and AI execution is the path to much higher valuation targets.