Ives: A.I. in "Total Different World," AAPL to Beat Tariffs, Big TSLA Overhang Removed
Schwab Network · Schwab Network
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Show Notes
Dan Ives says the state of tech and A.I. is in a "much different spot" than when he last appeared on the Schwab Network. Mag 7 earnings coming in mostly better-than-expected brought bullish optimism back to light. Dan notes Treasury Secretary Scott Bessent's action on tariff deals helped steer the White House in the right direction. He expects Apple (AAPL) to beat the tariffs as it moves iPhone production in India. Tesla (TSLA) CEO Elon Musk stepping away from DOGE removed what Dan considers the "biggest overhang" for the company.
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