HomeMarketsEarningsDan Ives on AAPL & GOOGL 'One-Two Punch,' PLTR Potential, A.I. 'Goldilocks Scenario'

Dan Ives on AAPL & GOOGL 'One-Two Punch,' PLTR Potential, A.I. 'Goldilocks Scenario'

Wedbush's Dan Ives returns to The Watch List and reiterates that the A.I. trade will continue a bullish run for the foreseeable future. He points to Alphabet's (GOOGL) earnings as a sign that the A.I. buildout shows no signs of slowing. Dan believes the company will eventually partner with Apple (AAPL) to deliver a "one-two punch" for A.I. development. He adds that "there's no better company" developing emerging tech than Palantir (PLTR) even as valuations continue to swell. As for the global A.I. trade, he sees Nvidia (NVDA) continuing leadership helped by an eventual trade framework between the U.S. and China.

The Watch List

01 Nov 2025

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