Bloomberg Surveillance Bloomberg Surveillance TV: December 27, 2024
11 snips
Dec 27, 2024 Dan Ives predicts a monumental AI-driven upgrade cycle for Apple in 2025, sparking excitement in tech investments. The conversation dives into the rocky landscape of the Republican party, highlighting challenges in passing legislation amid a slim majority. Experts discuss the implications of tariffs and immigration policies on inflation, complicating the Federal Reserve's strategies. With forecasts for economic growth, the potential for rate hikes looms, reflecting the delicate balance between managing inflation and fostering growth.
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Apple's AI Supercycle
- Dan Ives predicts a record year for Apple in 2025, driven by an AI-powered iPhone upgrade supercycle.
- This cycle is fueled by a large number of users who haven't upgraded their iPhones in over four years, combined with the introduction of AI capabilities.
Apple's China Strategy
- Apple's success in China hinges on its partnership with a local company for AI integration.
- The AI rollout is expected in early 2025, potentially driving a significant upgrade cycle in China starting in April.
Tech M&A in 2025
- Dan Ives predicts that M&A activity in software and cybersecurity will be prominent in 2025.
- He believes the end of FTC scrutiny will accelerate these deals, potentially making cybersecurity a top-performing tech sector.