Podcasts about wedbush

Wedbush's Matthew Bryson dives deeper into Micron's (MU) earnings report after markets took time to digest the numbers. He lists the high-bandwidth memory GPU revenue as the company's most important metric with potential to shake up future reports. Matthew makes the argument that the earnings many investors saw as "strong" showed signs of weakness.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

"The reality is, this is a tech bull market," says Wedbush's Dan Ives, projecting a 15% rally across the tech sector this year. He believes Nvidia (NVDA), Microsoft (MSFT), and Meta Platforms (META) will continue to dominate the Big Tech trade despite pricier valuations. As Dan argues, investors need to "look out three, four, five years" to future tech these companies will create. The giant he says will be at the center of it all: Nvidia (NVDA).======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Wedbush's Dan Ives boosts his bullishness on Microsoft (MSFT). He bumped up his $515 price target on the Mag 7 giant to $600 on expectations its Azure cloud will continue driving growth. Jenny Horne talks about the "consistency" Microsoft has shown to increase investor confidence and the role OpenAI will play in the future. Loop Capital also boosted its price target on Nvidia (NVDA) following the stock's stunning bounce off April lows.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Jenny Horne describes the analyst community response to Tesla's (TSLA) Robotaxi launch in Austin. She discusses the range of bullish to tepid responses to its self-driving technology launch, including Wedbush's Dan Ives simply saying "this is the future" after attending the event. Then, Jenny looks at reports of Apple (AAPL) considering takeover bids for Perplexity A.I. and what that might mean for the iPhone maker's next steps in A.I.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

En este episodio cubrimos los eventos más relevantes antes de la apertura del mercado: • Wall Street sube con cautela tras ataque a Irán: Futuros al alza: $SPX +0.1%, $US100 +0.3%, $INDU +0.1%. El fin de semana, EE.UU. bombardeó instalaciones nucleares iraníes en Fordow, Natanz e Isfahan. El Parlamento iraní votó a favor de cerrar el Estrecho de Ormuz, pero la decisión queda en manos del Consejo de Seguridad Nacional. El petróleo subió con fuerza, pero luego retrocedió: WTI -0.9%, Brent -1%. Hoy se publican PMI de junio y ventas de casas existentes (3.96M esperadas). • Tesla lanza robotaxis en Austin: $TSLA desplegó una prueba limitada de su servicio de robotaxis usando vehículos Model Y con Full Self-Driving. La flota se limita a unas pocas unidades y zonas específicas, con un empleado en el asiento del pasajero. El servicio podría pausarse en septiembre por requerimientos legales en Texas. Wedbush estima que la oportunidad en IA y autonomía vale $1 Billón. La acción ha bajado -6.4% en seis semanas. • Amazon impulsa IA en Corea del Sur con nuevo data center: $AMZN y SK Group construirán una AWS AI Zone en Ulsan para 2027, generando hasta 78,000 empleos y consolidando a Corea como hub de IA. La inversión se suma a los $5.88B ya comprometidos en el país. El proyecto busca liderar en IA segura y escalable en Asia-Pacífico. Una jornada con foco en geopolítica, inteligencia artificial y avances regulatorios. ¡No te lo pierdas!

San Francisco Fed President Mary Daly talks inflation, policy, and the path of the economy. Schwab's Kevin Gordon weighs in on this week's market action. Dan Ives of Wedbush breaks down Tesla's Robotaxi momentum and IBM's recent breakout. Meta CTO Andrew Bosworth talks the company's AI push, competition with defense contractors, and joining the U.S. Army Reserve. Our Pippa Stevens reports on the high-stakes competition between states to land data centers—and what it's costing taxpayers.

Marley Kayden drops by the Next Gen set to profile a pair of legacy tech stocks that received bullish notes from Wall Street analysts. For IBM Corp. (IBM), BofA hiked its price target to $320 from $290 as shares reach new all-time highs today. For Oracle (ORCL), Guggeheim lifted its target to $250 from $220 while keeping a buy rating. Marley adds another bullish note as Wedbush's Dan Ives calls IBM and ORCL "similar to how I viewed Microsoft in mid-2023."======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Alicia Reese with Wedbush talks all about the streaming wars on Wall Street. She first turns to Warner Bros. Discovery (WBD) splitting into two separate companies and explains how it drives growth for its top line. Alicia's firm is also reevaluating Netflix (NFLX) after the stock's outperformance, which she argues will face tests in its ad tier resiliency. She later discusses Roku Inc. (ROKU) and how it has performed in 2025.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Shoot us a Text.Episode #1067: We're covering how President Trump announced that China will provide rare earth minerals in a new trade deal. Plus Tesla's push toward a robotaxi launch in Austin and what it means for the future of autonomy and Apple brings a major refresh to CarPlay in iOS26.President Trump just announced the deal is “done” regarding a sweeping trade agreement that positions China as the upfront supplier of rare earths to the U.S.—a major shift with big implications for auto and defense manufacturing.Trump says China will supply magnets and rare earths “up front” under a trade deal.U.S. to grant concessions like college access to Chinese students.The deal still requires final sign-off by Trump and Chinese President Xi Jinping.Tensions had escalated after China restricted exports critical to auto and defense.“WE ARE GETTING A TOTAL OF 55% TARIFFS, CHINA IS GETTING 10%,” Trump wrote on Truth SocialTesla's long-awaited robotaxi service is almost here. Elon Musk says it could officially launch in Austin on June 22—with an emphasis on “tentatively.” It's a make-or-break moment for Tesla's autonomous ambitions.Tesla is testing unmodified Model Ys with a new FSD system that has ~4x more parameters than the current version.The service will launch in a geo-fenced area of Austin with a small internal fleet supported by human teleoperators.A trailing car with a safety driver has been spotted following the autonomous vehicles during testing.The company just started truly driverless tests in late May—weeks ahead of the projected launch."The vast majority of valuation upside looking ahead for Tesla is centered around the success of its autonomous vision," said Wedbush analyst Dan Ives.Apple is rolling out iOS26 with its biggest CarPlay update in years, bringing a sleek new look and features that aim to put your car's native OS to shame.CarPlay gets a new “Liquid Glass” design with glossy, semi-transparent icons and tabs.Widgets come to the homepage, allowing real-time views of calendars, smart home tools, and weather.Messaging gets streamlined with voice-activated emojis (Tapbacks) and pinned conversations for quicker access.Incoming calls now appear in a compact banner, no longer hijacking your entire display during navigation.Live Activities—real-time countdowns and status updates—are now embedded in CarPlay for things like food orders or airport pickups.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

SBS Finance Editor Ricardo Gonçalves speaks with Daniel Ives from Wedbush and Alex Pollak, CIO at Loftus Peak about the deteriorating relationship between Donald Trump and Elon Musk as Tesla's share price tumbled overnight, plus a look at the day's sharemarket moves including Virgin Australia's IPO with Heath Moss from HLM Investments.

SBS Finance Editor Ricardo Gonçalves speaks with Daniel Ives from Wedbush and Alex Pollak, CIO at Loftus Peak about the deteriorating relationship between Donald Trump and Elon Musk as Tesla's share price tumbled overnight, plus a look at the day's sharemarket moves including Virgin Australia's IPO with Heath Moss from HLM Investments.

"New all-time highs for tech are on the horizon," says Wedbush's Dan Ives. He believes the next leg of A.I. is coming as it transitions from hardware to software. Autonomous driving is another industry Dan expects to boom with Tesla (TSLA) in the driver's seat. He sees the Big Tech giant reaching a $2 trillion market cap with its robotaxi and robotics divisions driving growth. Dan adds that Nvidia (NVDA) can become a $250 stock in the next couple years after the Trump administration "took steps back from the cliff" of tariffs.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

The White House and Beijing are trading salvos in the trade war over broken agreements and threats over semiconductor exports. Plus, JPMorgan Chase CEO Jamie Dimon has a dire warning for the bond market that all investors need to hear. And with Elon Musk wrapping up his time as a special government employee, we ask Wedbush's Dan Ives about what it means for Tesla's future.

Nvidia front and center ahead of results after the bell: Carl Quintanilla, Sara Eisen, and David Faber discussed what to expect tonight with Wedbush's Dan Ives – and broke down the key reports of the morning when it comes to the consumer… In addition to extra color from the CEO of Abercrombie & Fitch, as shares surge on record Q1 sales from the name.  Plus: Could President Trump's policies dent the dollar's dominance? Former Goldman Asset Management Chairman Jim O'Neill arguing yes – hear his defense, this hour… Along with Jefferies' top picks within one sector they say could be a major winner in the AI revolution, and a deep-dive on Trump's promises to take Fannie Mae and Freddie Mac public.  Also in focus: A live read from the ground at Bitcoin 2025; Why Loop Capital says tariffs could be a good thing for Apple; and Family offices get bullish – the details.   Squawk on the Street Disclaimer

In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, welcome tech analyst Dan Ives, Managing Director at Wedbush, to discuss the state of AI, the future of autonomous technologies, China-U.S. relations in tech, and investment opportunities beyond the usual headlines.Broadcasting from Carson's 2025 Spring Partner Summit in Omaha, this conversation blends covers everything from Tesla and Palantir to Microsoft's AI momentum and more.Key TakeawaysTesla Is Not Just a Car Company: Dan emphasized that Tesla should be valued as a disruptive AI and robotics company, not merely an automaker. Autonomous robotics are seen as a core driver of its future valuation.AI Party Is Just Getting Started: We're still in the early innings of the AI revolution—around “10:30 p.m.” on an all-night timeline, according to Dan. He likens skeptics to party-poopers who will wish they had joined once the sun comes up.China Cannot Be Decoupled: Efforts to cut ties with China in tech manufacturing are unrealistic, says Dan. The U.S. relies heavily on Chinese infrastructure, and disrupting this would have broad economic consequences.Apple as the AI Highway: While Apple may have lagged in AI innovation early on, Dan believes it will become the dominant platform for consumer AI applications thanks to its vast device ecosystem and installed base.Microsoft's Untapped AI Monetization: Despite a recent lull in stock performance, Dan sees Microsoft as massively underappreciated in its AI capabilities, especially within its enterprise customer base.Google (Alphabet) Is Underloved: Alphabet is currently the most underestimated of the “Magnificent Seven” tech stocks, particularly due to overstated concerns about search being disrupted by AI.Palantir's Long-Term Role: Dan projects Palantir as a trillion-dollar company in the making, thanks to its growing role in enterprise and sovereign AI applications.AI Stocks Beyond the Headlines: Emerging names like Pegasystems, SoundHound, Veronis, and CyberArk are cited as under-the-radar plays in the AI boom, especially in areas like cybersecurity and data infrastructure.Autonomous + Robotics = Game Changer: Dan envisions a near-future where humanoid robots under $20,000 become household norms—transforming labor, transportation, and daily life.Bitcoin's Role in Tech: Bitcoin's institutional adoption is growing, and Dan sees it as a risk-on asset with increasing relevance, especially in a deregulated environment. Connect with Ryan:• LinkedIn: Ryan Detrick• X: @ryandetrick Connect with Sonu:• LinkedIn: Sonu Varghese• X: @sonusvarghese Connect with Dan:• LinkedIn: Daniel Ives• X: @DivesTech Questions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com#FactsVsFeelings #DanIves #AIRevolution #TeslaAI #MicrosoftAI #TechInvesting #AutonomousFuture #InnovationEconomy #NVIDIA #Palantir #CryptoAndTech #ChinaUSRelations #BigTech #FutureOfWork #CarsonPartners #FinancialPodcast 

J.D. Durkin dives deeper into President Trump's threat of tariffs on Apple (AAPL). The president wants more U.S. production, though J.D. points to analysts warning that it will raise prices higher for iPhones and other Apple products. Tesla (TSLA) rallied before selling off with the rest of the market after Wedbush's Dan Ives raised his price target on the company to a Street high. J.D. notes the optimism comes ahead of the company's expected robotaxi launch next month in Austin.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Dan Nathan and Dan Ives, Global Head of Technology Research at Wedbush, engage in a detailed discussion on recent tech market dynamics. They reflect on a particularly challenging period in April, marked by falling markets, rising yields, and tariff impacts. They touch on topics like major tech earnings, AI developments, and enterprise spending trends. Ives highlights the importance of survey data in technology research and shares insights into companies like Microsoft, Amazon, Apple, and Google. The conversation also covers the future of AI-driven revenue, autonomous vehicles, and the importance of Apple's strategic decisions in the evolving tech landscape. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Dan Ives, Wedbush Securities Managing Director, says Elon Musk is making the right choice by focusing more on Tesla and less on the Department of Government Efficiency. He is joined by Bloomberg's Tom Keene and Paul Sweeney.See omnystudio.com/listener for privacy information.

A jam-packed afternoon with Meta, Microsoft, Qualcomm, and Robinhood headlining a massive tech earnings slate. Barbara Doran of BD8 Capital helps break down the results. Wedbush's Dan Ives gives instant reaction to Microsoft and Meta, followed later by T. Rowe's Tony Wang for broader tech insight and the policy implications of Trump's first 100 days. Mizuho's Dan Dolev gives his take on Robinhood, while DA Davidson's Gil Luria looks ahead to Apple reporting tomorrow. 

En este episodio, repasamos los temas más importantes del día: • Wall Street sube con fuerza tras calmarse las tensiones: $SPX +2.2%, $US100 +2.6%, $INDU +1.8% luego de que Trump aseguró que no planea destituir a Powell y moderó su postura sobre aranceles a China. El 10Y cae a 4.35%. Hoy se publican el PMI Flash, ventas de casas nuevas y el Beige Book. • Tesla rebota pese a débiles resultados: $TSLA +6.2% premarket tras reafirmación de Elon Musk sobre su compromiso con la empresa y reducción de su tiempo en el gobierno y otros proyectos. Wedbush sube PT a $350. Tesla reiteró avances en nuevos modelos y el Cybercab, aunque advierte sobre el impacto de la guerra comercial. • Automotrices advierten sobre tarifas a autopartes: Asociaciones del sector enviaron carta a la Casa Blanca alertando sobre riesgos de paros de producción y despidos si se imponen los aranceles del 3 de mayo. Reorganizar cadenas de suministro tomará tiempo, advierten. Un episodio clave para entender cómo la política, la tecnología y las cadenas globales siguen marcando el rumbo de los mercados.

Carson Group's Ryan Detrick and Payne Capital's Courtney Garcia break down today's huge rally, with the major averages regaining all of Monday's big losses. A packed slate of earnings led by Tesla. Wedbush's Dan Ives and former Tesla President Jon McNeill give instant reaction to the EV-maker's numbers. On the macro front, Jefferies' David Zervos discusses Fed policy and the latest Trump vs. Powell tensions. Other earnings include Enphase, Baker Hughes, Capital One, Intuitive Surgical and SAP. Plus, Morgan gives key takeaways from defense sector earnings. 

15 Apr 2025. Taaleem is bringing a second Harrow International School to Dubai — we speak to CEO Alan Williamson about the expansion of their ultra-premium education offering. Silicon Valley analyst Dan Ives joins us on Apple’s narrow escape from Trump’s tariffs. And Rachael Kennerley breaks down why Dubai and Abu Dhabi have topped Savills’ global wealth index — and why the world’s wealthiest are making the UAE their new home.See omnystudio.com/listener for privacy information.

GUEST: Sahak Manuelian, Managing Director and Head of Equity Trading at Wedbush Securities. The stock market rose following the tariff pause but then fell again. How much revenue are we generating from these tariffs?

It's tale of two tech stories from Jenny Horne to kick off Morning Trade Live. TSMC (TSM) reported a 46.5% March revenue increase from last year's levels as the company looks for clarity on Pres. Trump's tariff policies. Then, Jenny looks at one of the Mag 7 stocks - Microsoft (MSFT) - after it gets a price target adjustment from Wedbush's Dan Ives to $475 from $550.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Les mesures douanières de Donald Trump sont entrées en vigueur. Ce n'est pas sans conséquences, notamment, pour Apple. Le problème pour la « marque à la pomme », c'est qu'une grande partie de son produit phare, à savoir l'iPhone, est produite en Chine. Décryptage. On les craignait, elles sont désormais entrées en application : les mesures commerciales de Donald Trump à l'encontre de la Chine sont entrées en vigueur ce mercredi 9 avril. Dorénavant, tout produit fabriqué et venant de la Chine arrivant sur le sol américain est taxé à partir d'aujourd'hui à hauteur de 104%. Concrètement pour Apple, si tout à l'heure, une cargaison d'iPhones produits en Chine arrive dans un port américain, l'entreprise devra payer cette surtaxe aux autorités. Et cette surtaxe devrait coûter très cher à Apple, quoique, au bout de la chaîne, c'est le consommateur américain qui en paiera le prix fort. D'après le bureau d'analyses Rosenblatt Securities, le prix d'un iPhone 16 SE devrait passer de 599 à 846 dollars. Cela correspond à une augmentation du prix de 43%. Et forcément, une telle hausse pourrait provoquer un recul de la demande. On estime déjà de 8 à 10 millions d'unités en moins vendues dans le monde sur les prochains mois, ce qui représente tout de même 5% des ventes d'iPhones par an par Apple. Et quand on sait que ce produit représente la moitié des revenus de l'entreprise, ce n'est pas négligeable. À lire aussiDans la tête de Donald Trump, que veut-il gagner avec sa guerre commerciale?Trouver des alternatives, et vite Apple a pris ses précautions. Avant que cette surtaxe n'entre en vigueur, selon le Wall Street Journal, Apple a vidé ses stocks de ses sites d'assemblage. Ces derniers jours, ce sont cinq avions-cargos remplis d'iPhones qui ont quitté la Chine en urgence pour atterrir aux États-Unis. C'est en effet une opération artisanale et éclair pour constituer des stocks et gagner du temps, mais ce n'est pas viable sur le long terme. L'autre solution trouvée par la « marque à la pomme », c'est d'augmenter ses capacités de production dans un autre pays moins concerné par les mesures du président américain. Il s'agit de l'Inde. Les droits de douane sur sa production sont de 26%. Et puis produire en Inde ça permet à Apple de continuer d'utiliser des pièces chinoises sans être soumis aux taxes de Donald Trump. Garder un œil sur les États-Unis Mais Apple pourrait produire aux États-Unis, intégralement, comme le souhaite Donald Trump. Sauf que ça coûte cher, très cher. Un iPhone, c'est 2 000 composants. Les fabriquer sur le sol américain aurait un impact considérable sur les prix. Si on se réfère aux travaux du cabinet de recherche WedBush, un iPhone produit intégralement aux Etats-Unis coûterait 3 500 dollars. C'est trois à quatre fois plus qu'aujourd'hui. A ce prix-là, il serait difficile de trouver des acheteurs.  À lire aussiComment les multinationales ont anticipé les droits de douane américainsPour autant, Apple a fait un pas vers les autorités en promettant 500 milliards de dollars d'investissements aux États-Unis. Il existe une marge de manœuvre, notamment  en négociant avec l'administration Trump pour éviter de subir trop fortement sa guerre commerciale. Le lobbying entre la Silicon Valley et la Maison Blanche doit être intense. En tous cas preuve que la situation fait peur, le cours d'Apple à la Bourse de New York a perdu plus de 20% depuis l'annonce des mesures douanières du président américain la semaine dernière.  Finalement, Apple n'est qu'une illustration de bon nombre d'entreprises américaines qui ont délocalisé leur production et qui sont confrontées à la politique commerciale de Donald Trump ! 

A volatile morning for stocks after a report that the White House was contemplating a 90-day pause on tariffs – a report that's now been confirmed as “fake news” by the administration… Sara Eisen, David Faber, Carl Quintanilla broke down the latest swings and returned to Washington for fresh color throughout the hour. Why longtime market vet and Wharton Professor Jeremy Siegel is calling tariffs “the worst policy mistake in 95 years” – plus, Rockefeller's Ruchir Sharma, fresh off an op-ed arguing the Federal Reserve shouldn't rescue markets here.  Also in focus: big weakness in big tech – the worst performing sector on the year, as all of the Mag-7 sits in correction territory… Wedbush's Dan Ives joined the team to breakdown the move, and his choice to cut estimates on Apple & Tesla on tariff concerns. Squawk on the Street Disclaimer

Dan Ives shared pessimism with the Schwab Network on Big Tech's future under President Trump's tariff policy. Now, he slashed his $550 price target on Tesla (TSLA) to $315. Jenny Horne notes CEO Elon Musk's connection to the Trump administration as a reason for Ives cutting expectations. The Wedbush analyst also lowered his price target on Apple (AAPL) to $250 from $325.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Ahead of another likely volatile trading session, Tom White recaps the latest from Donald Trump's tariff policy and the ripple effects on the global economy. Meanwhile, Wedbush's Dan Ives slashes his price target on Tesla (TSLA). And, Goldman Sachs (GS) gets a downgrade ahead of earnings.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Tariff volatility continued to grip markets but the NDX closed in the green despite having its largest intraday trading range since 2008. Tesla (TSLA) and Apple (AAPL) were among the biggest laggards of the market, due in part to price target cuts from Wedbush's Dan Ives. Dollar Tree (DLTR) shined as a notable winner thanks to an upgrade from Citi. Caroline Woods takes investors through the trading session's biggest stories.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

A global rout in stocks after President Trump's tariffs announcement. We have you covered from every angle, including tech's sell off with Wedbush's Dan Ives and positioning from here with Morgan Stanley Wealth Management CIO Lisa Shalett . Plus, White House advisor Peter Navarro on the math behind the rates for different countries. 

Dan Ives with Wedbush says President Trump's tariffs are "worse than the worst case scenario." Apple (AAPL) and Nvidia (NVDA) are at the center of supply chain risk when it comes to the tech industry, along with Nike (NKE) and Lululemon (LULU) for retail. Jenny Horne weighs the outlook for these companies and whether there's pricing reprieve on the horizon.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Another pause from the Fed when it comes to rates – alongside fresh commentary from Chair Jerome Powell: David Faber, Sara Eisen, and Michael Santoli discussed the latest for stocks top of the hour, including the Fed's new economic projections around inflation and GDP. Plus, Stifel's Chief Equity Strategist broke down what he's calling a temporary “Relief Rally” for markets – ahead of a possible slowdown into year-end – and Accenture CEO Julie Sweet talked enterprise demand for AI after new quarterly results from the company. Also in focus: Tesla on pace to add to its longest weekly losing streak ever, the 2 things Wedbush says CEO Elon Musk needs to do to get the stock back on track… A breakdown of headlines that the Boston Celtics have been sold for $6B+… And the Street's bull case for AI stocks – along with some key names to watch here. Squawk on the Street Disclaimer

- Wedbush Analyst as Bullish as Ever on AAPL - GOP Subpoenas 16 Tech Firms Over Alleged Censorship and A.I. - Apple Pledges E2EE for RCS in Future Updates - Amazon Dropping Echo's On-Device Request Processing - Apple Music Classical Launches Web Player - Apple TV+ Teases Third Season of Kids' Series “Jane” - Apple TV+ Announces Return of “Ted Lasso” - Sponsored by Rogue Amoeba: Get 20% off your next great audio tool for your Mac, with code MACOSKEN at MacAudio.com/KEN  - Consumer Reports eyes A.I. voice cloning and we catch up on those newspaper cyberattacks on Checklist No. 415 - online at checklist.libsyn.com - Catch Ken on Mastodon - @macosken@mastodon.social - Chat with us on Patreon for as little as $1 a month. Support the show at Patreon.com/macosken - Send me an email: info@macosken.com or call (716)780-4080!

Tesla's (TSLA) valuation shrunk significantly during its 50% pullback from all-time highs. Jenny Horne notes the company is still trading a 99x earnings and weighs possible further downside. Wedbush's Dan Ives reiterated his bullish take on Apple (AAPL) despite its market stumble this week. The company may play a key role in a rebound heading into the weekend.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Apple (AAPL) is facing a possible loss of 10 million iPhone sales in a worst-case scenario according to Dan Ives from Wedbush. Rick Ducat examines the tech giant's key technical and options trading patterns. Then, Tom White provides an example options trade using a cash secured put.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Wedbush's Dan Ives released an analyst note calling out Tesla (TSLA) CEO Elon Musk, urging him to focus more on the company. Caroline Woods notes his and other analysts' commentary surrounding Tesla as its stock price continues to decelerate.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Jobs coming in weaker-than-expected in February, plus fresh tariff headlines this morning -Carl Quintanilla, Sara Eisen, and David Faber broke down the latest for stocks top of the hour before a wide-ranging interview with White House Senior Counselor for Trade and Manufacturing Peter Navarro. Plus – Goldman's Chief Economist discussed what's next for the economy and the Fed here. Also in focus: Tesla's longest streak of weekly declines *ever* - why Wedbush is adding it to their Top Picks List; retail earnings out of Costco and Gap sending shares in opposite directions; and the President of the National Urban League talks DEI rollbacks  Squawk on the Street Disclaimer

Opening FunA&M, TCU, Miami, Tennessee, Clemson529 plansJensen Huang on the importance of working with AI  link. Snoop Dog riffing on Thanking HimselfSaturday Night Live -  CouplaBeers SpaceX. Starship Booster caught for 3rd timeWSJ Headline: SpaceX Again Loses Spacecraft During Latest Starship Test FlightMarkets:Tech down 12%, S&P 500 down 5.5%.  Tesla down 45%. This means up 82% to back to normal. That's huge!! Wait till Robotaxi.Crypto: Fortknox for digital gold: BitcoinTesla$550 price target by Wedbush.40 minute uninterrupted drive in Schenzen. China TechXiaomi. Apple of China. From WSJ: The Chinese EV Maker Threatening Ford and GMChina AIRobots Robotsguide.comFigureFigure's focus on general-purpose humanoid robots aligns with the podcast's tech-forward audience, and their recent moves—like a $675 million funding round in 2024 with backing from OpenAI and NVIDIA1x.techChina RobotsXiaomi.  Unitree RoboticsUBTECH RoboticsAgibot (Zhiyuan Robot)LimX DynamicsEX RobotsElon on Optimus manufacturing. Will produce several 1000 Optimus robots for factory use.PoliticsTrumps list of money not well spent:The transparency is great! Discussion in White house with Zelensky, Trump and VanceWOW!!!! KEY POINT is we see what's going on!!!!Full interview here. 22 Dems echoing the same script. Funny take by Stephen A Smith. Newsome with Charlie Kirk. Play here at 0:30DOGECommerce Secretary Howard Lutnick just announced plans to use the Postal Service to conduct the Census instead of wasting billions. Recommendations:Rogan and ElonRogan and Bill Murray

Jon and Morgan lead a packed hour, covering today's major selling from every angle. A market panel with Wells Fargo's Sameer Samana and iCapital's Anastasia Amoroso to break down the day's action. Goldman Sachs' Greg Tuorto weighs in on small caps, while former Tesla President Jon McNeill discusses Tesla, tariffs, and EV policy. Later, Wedbush's Dan Ives hits the sharp turn lower in Nvidia and what to do with Apple. Morgan hits a bright spot in the market: European defense stocks. 

Vital Knowledge's Adam Crisafulli breaks down the market action. We dive into key earnings from Caesars, Intuit, Workday, and First Solar. Plus, Cleveland-Cliffs CEO Lourenco Goncalves on tariffs and the Nippon/US Steel deal while Intuit COE Sasan Goodarzi talks tax season and AI. Melius Research's Ben Reitzes on what to expect from Nvidia as DeepSeek's progress rattles AI investors. Wedbush's Nick Setyan joins to analyze Cava's results.

Carl Quintanilla and Courtney Reagan broke down today's market set-up after President Trump laid out new tariff threats for 3 key industries: Autos, Pharma, and Semiconductors. Stocks under pressure as earnings from a number of sectors disappoint: Toll Brothers results hitting the homebuilders, Bumble plunging double-digits, and Etsy citing consumer headwinds… But that said: some green shoots in energy, from Solaredge to Occidental.  Within the hour: the team talked top tech picks with Wedbush's Dan Ives, fresh off a channel check in Asia; the state of the AI arms race with Logan Bartlett of Redpoint Ventures; broke down one sector still licking its wounds post-DeepSeek sell-off; and discussed Trump's decision to keep Biden-era rules around merger reviews - with one former FTC Commissioner who says that's not a bad thing.  Also in focus: Saudi-backed Future Investment Institute kicking off its “Priority Summit” in Miami, with President Trump expected to attend – David Faber brought a live read from the ground, and broke down expectations with CEO Richard Attias.  Squawk on the Street Disclaimer

President Trump is set to impose new, reciprocal tariffs on other nations, matching what they currently charge the U.S. to import goods. We'll look at the fallout for stocks and the inflationary impact. And is DOGE distracting Elon Musk from Tesla? Wedbush's Dan Ives doesn't think so, and says deregulation will drive another $1 trillion in market cap for the EV maker. And Atlantic Council CEO Fred Kempe is in Munich with what European officials are saying about a potential truce between Russia and Ukraine.

Amazon is the latest megacap tech company to report earnings and we have you covered form every angle. Other names reporting include Pinterest, Expedia, Elf Beauty and Take-Two. Barbara Doran of BD8 Capital gives her take on what the earnings say about the broader economy. DA Davidson's Gil Luria and Wedbush's Scott Devitt break down Amazon's results, while Seaport's Aaron Kessler weighs in on Pinterest. Blackstone's Kathleen McCarthy shares her outlook on real estate investing and why she is changing her tune for some office and retail opportunities. Suntory Holdings CEO Takeshi Niinami discusses the impact of tariffs on the alcohol industry for the maker of Jim Beam and Maker's Mark. Plus, Qualcomm CEO Cristiano Amon on the company's growing presence in autos amid tariff concerns.

A packed show covering the latest in markets, earnings, and tech policy. Adam Kobeissi, Editor-in-Chief of The Kobeissi Letter, and Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, break down key market trends and positioning. A deep dive into Palantir's earnings with a head-to-head debate between Dan Ives of Wedbush and Jefferies analyst Brent Thill. Plus, Booz Allen Hamilton CEO Horacio Rozanski joins exclusively to discuss the ripple effects tariffs and Trump 2.0. Our Eunice Yoon has fresh reporting on the ground in China taking a look at how the economy there is handling tariffs. 

Carl Quintanilla, Sara Eisen and David Faber started the show by looking ahead to President Trump's planned 25% tariffs on Mexican and Canadian goods, set to take effect on Feb. 1. The desk then brought in CNBC's Steve Liesman, along with Chicago Fed President Austan Goolsbee to discuss this morning's PCE report as well as the economic implications of the tariffs. Later in the show, Wedbush analyst Dan Ives explained why he's so bullish on Apple AI strategy following the company's latest quarterly results. Also in the mix; Seema Mody reported on what to expect from President Trump's meeting with Nvidia CEO Jensen Huang . Squawk on the Street Disclaimer

It might be the most important hour of earnings season: Meta, Microsoft and Tesla all report their latest numbers — and set the tone for what comes next in the market. Adam Crisafulli of Vital Knowledge and our Michael Santoli kicks things off before we hear from the companies. Key earnings on deck include Microsoft, Meta, Tesla, IBM, and ServiceNow, with exclusive CEO commentary from Jon. Dan Ives of Wedbush joins to break down Microsoft, Meta, and Tesla results. Later, Gil Luria of D.A. Davidson offers deeper analysis on the tech giants' earnings.The Fed kept rates steady and Cecilia Rouse, President of the Brookings Institution, and Apollo's Chief Economist, Torsten Slok, providing crucial insight on what investors need to know from Fed Chair Jerome Powell's latest.Jon shares exclusive sound from VF Corp. CEO Bracken Darrel on the company's turnaround efforts and Morgan checks in on the transports with an exclusive interview with Norfolk Southern CEO Mark George. 

We kick off with Paul Hickey of Bespoke Investment Group and Charles Schwab's Kevin Gordon analyzing key market movements and economic trends.Starbucks reports earnings as new CEO Brian Niccols changes come into sharper focus; Wedbush analyst Nick Setyan breaks down what's ahead. F5 CEO François Locoh-Donou on the latest quarter. Commvault CEO Sanjay Michandani on protecting AI data and the implications of DeepSeek. Josh Wolfe of Lux Capital joins to discuss U.S.-China competition, defense tech, and the future of critical investments.Walter Isaacson shares insights into Elon Musk's evolving influence in politics and business, bringing his perspective as Musk's biographer. 

- Ives: Recent AAPL Selloff a “Golden Opportunity” - CIRP: iPhone Shoppers Chose Thrift Last Quarter - Indonesian Minister Hopes Indonesia's Ban on iPhone 16 Sales Will End Soon  - Samsung Shows Off Android XR Headset - GDC Survey: More Game Developers Working on Apple Vision Pro Than PlayStation VR - Apple Previews New Miami Store - Apple TV+ Teases Kids' Animated Series “Goldie” - Apple TV+ Outs Trailer for “Love You to Death” - Apple TV+ Outs Trailer for Vietnam War Docuseries - Bad guys are scamming in the wake of the L.A. fires + ignoring smishing attempts on Checklist 407 - Scams Sparked by SoCal Fires - online at checklist.libsyn.com - Catch Ken on Mastodon - @macosken@mastodon.social - Chat with us in Patreon for as little as $1 a month. Support the show at Patreon.com/macosken - Send me an email: info@macosken.com or call (716)780-4080!

Carl Quintanilla, Sara Eisen and David Faber began the show with stocks in the red as higher yields continued to bite. Sara broke down the morning's data – ADP & Jobless Claims – ahead of a big interview with Outgoing Treasury Secretary Janet Yellen, and the team discussed the road ahead for markets with Truist Wealth's Co-CIO Keith Lerner (who says to bet on Tech here).  A key sector lagging? Big tech, primarily Nvidia. Wedbush still calls the stock a buy, and the analyst behind that call joined the broadcast to defend his price target. Also in focus: Palantir slides into correction territory, quantum computing stocks slump after new comments from Nvidia CEO Jensen Huang, and the state of commercial real estate with RXR Chairman Scott Rechler. Squawk on the Street Disclaimer

- Wedbush: Apple Market Cap Will Soon Hit $4T - (RED) Lauds Apple for $3M Apple Pay Donation Campaign - WSJ: Advocacy Groups Urge Apple to Fix Age Rating Issues in App Store - Television 2 for Apple Vision Pro Brings Plex and Fulldome Viewing - Apple TV+ Streaming Snippet of “Severance” Season Two - Sponsored by 1Password Extended Access Management - your solution for IAM and MDM. Learn more at 1Password.com/macosken - We're looking at three of our favorites A.I. films on Checklist 405 - Neo-el: Hacky Holidays Reloaded - online at checklist.libsyn.com - Catch Ken on Mastodon - @macosken@mastodon.social - Chat with us in Patreon for as little as $1 a month. Support the show at Patreon.com/macosken - Send me an email: info@macosken.com or call (716)780-4080!