Bloomberg Businessweek

Apple Debuts iPhone 17 Lineup, Including Skinnier Air Mode

Sep 9, 2025
Dan Ives, Global Head of Technology Research at Wedbush Securities, shares his insights on Apple's latest iPhone 17 launch, featuring its skinnier design and enhanced durability. He discusses the competitive landscape in smartphone markets, particularly against rivals like Samsung. Mark Gatto, Co-Founder of CION Investments, dives into the growing demand for private credit and alternative assets, exploring how these trends shape the financial sector. Together, they unpack tech innovations and investment strategies crucial for navigating today's market.
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INSIGHT

iPhone 17 Could Trigger A Sneaky Upgrade Cycle

  • Dan Ives says iPhone 17 tweaks and a new Air model could spark a sneaky upgrade cycle, especially in China.
  • He expects an AI-driven second half of the cycle likely tied to Google Gemini boosting demand.
INSIGHT

Apple’s AI Strategy Is Tightly Guarded

  • Ives calls Apple's AI strategy "invisible" and says Apple is keeping its plans close to the vest while waiting on a Google partnership.
  • He warns Apple risks being left out of the AI party and that time isn't on its side to catch up.
ADVICE

Act Fast To Win The AI Era

  • Ives advises that Apple must act now on AI to reclaim investor confidence and unlock higher valuations.
  • He implies partnering with major AI players like Google could be the fastest path forward.
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