RiskReversal Pod Dan Ives: Apple's Make or Break AI Moment
6 snips
Jun 17, 2025 
Dan Ives, the Global Head of Technology Research at Wedbush Securities, returns with his expertise on tech stocks and AI. He highlights his new ETF focusing on major players in the AI sector, showcasing companies like Nvidia and Microsoft. Ives discusses Apple's current challenges and the need for strategic shifts in response to competitors. He speculates on Tesla's future market cap driven by autonomy, while also addressing economic and geopolitical factors affecting tech investment trends. His optimism for AI's transformative potential shines throughout the conversation.
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AI ETF Reflects Transformational Theme
- The AI Revolution ETF captures 30 dynamic companies crucial to AI, based on deep analyst research.
- Many AI-related companies are just beginning adoption, especially sovereign and global enterprises.
Tesla Leads Autonomous AI Race
- Tesla's autonomous technology leadership positions it for a major market cap increase to $2 trillion.
- Autonomous vehicles and robotics represent the "holy grail" of AI's application and growth.
Apple's AI Make or Break Moment
- Apple faces a crucial AI moment with a need for aggressive change, potentially through M&A or partnerships.
- Their huge install base and services provide a strong foundation, but innovation urgency is high.