Apple Intelligence will mark a 'renaissance of growth' for the company, says Wedbush's Dan Ives

Dan Ives, Wedbush Securities managing director, joins ‘Squawk on the Street' to discuss Apple's iPhone 16 sales, how the company's AI push will impact its stock, and more.

[@clifftanch]

At this stage, it’s hard for Ives to be anything but bullish. So almost no new information here.

[@eannamc]

"Apple Intelligence will mark a 'renaissance of growth' for the company," says Wedbush’s Dan Ives-because nothing screams renaissance like slapping the word "intelligence" onto another product in Apple’s endless lineup of incremental upgrades. At this point, Apple could sell a smart toaster and people like Ives would call it revolutionary. Growth, sure, but it's more like the kind of growth that comes from selling you the same thing with a slightly shinier finish and a new buzzword

[@carlosgamez6230]

He’s wearing salmon I think so of course he’s bullish today lmfaoooo but literally tho, he applies the same logic to Tesla. “OH FSD IS REVOLUTIONARY, it’s a white knuckle moment” on a product that hasn’t been fully delivered yet

[@eannamc]

@carlosgamez6230 I was thinking that too. I cannot take investment "advice" seriously if it's coming from someone wearing a salmon pink waistcoat

[@musiccreation1198]

I agree Dan, but in Sept 2025. Maybe 2026.

[@willberry6434]

When is Dan not bullish

[@MattRodriguez-h7j]

He wont buy but he will ask us to buy

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