Dan Ives: Apple and Google AI partnership is a "Done Deal" ... Only a matter of time

WOLF Financial

WOLF Financial

November 1st, 2025

DESCRIPTION
If you enjoy the video make sure to give it a like and subscribe to the channel for more interviews just like this WEEKLY WOLF FINANCIAL INTERVIEW ... This week we were lucky to be joined by Dan Ives Dan Ives has been a Wall Street analyst for more than 25 years and is a Managing Director and Global Head of Technology Research at Wedbush Securities. Dan is also the Chairman of the board for Eightco Holdings (ORBS) and is behind the IVES Wedbush AI Revolution ETF Dan is a frequent CNBC and Bloomberg commentator, he's a go-to expert on tech and AI. Chapters: 0:00 Introduction and Apple earnings 0:50 Apple and Google AI partnership ... This is what gets Apple stock to $400 4:10 Does Apple needs to start making acqusitions 5:00 What is Dan seeing on the ground for the AI and technology ecosystem during his trip to Asia 6:55 Amazon Web Services 8:30 Physical AI is here ... Fully self driving cars and Robots are coming soon. Tesla's game to lose 10:30 Will big tech get broken up by the US Government for anti trust? 14:30 Software earnings incoming ... how will Palantir do 15:50 Playing the energy angle of the AI Data Center boom 17:30 Investing in visionary CEOs and top qualirty management teams like Elon Musk, Jensen Huang, and Alex Karp 19:35 Is Tim Cook the right guy to lead Apple into the future 21:30 Talking about ORBS Dan's Worldcoin Treasury company Disclaimer: The information provided in this video and on this channel (collectively, the “Content”) is for informational, educational, and entertainment purposes only and does not constitute investment, financial, legal, or tax advice, nor a recommendation to buy, sell, or hold any security or investment strategy. The host is not a registered investment adviser, broker-dealer, or financial analyst, and nothing contained herein should be construed as personalized investment advice, a solicitation to transact in securities, or an offer to sell or a solicitation of an offer to buy any financial instrument. No assurance can be given that any opinion, projection, forecast, or estimate expressed in the Content will prove to be correct. All views and opinions are those of the host as of the date of publication and are subject to change without notice. The host and affiliated entities make no representation or warranty as to the accuracy, completeness, or reliability of any information provided. Investing involves significant risk, including possible loss of principal. Viewers should conduct their own independent research or consult with a qualified, licensed financial professional before making any investment decision. The host and/or affiliated persons or entities may hold, trade, or otherwise have a financial interest in securities mentioned. Such holdings may change at any time without notice. Nothing in the Content should be interpreted as creating a fiduciary relationship, financial advisory relationship, or client relationship of any kind. The host, the channel, and all affiliated entities expressly disclaim any and all liability for any direct or consequential loss or damage arising directly or indirectly from the use of, reliance upon, or interpretation of the Content. By viewing or interacting with the Content, you acknowledge and agree to these terms and release the host and all related parties from any and all claims related to your reliance on the information provided.
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