Ives: A.I. in 'Total Different World,' AAPL to Beat Tariffs, Big TSLA Overhang Removed

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.

The Watch List

02 May 2025

SHARE

ON AIR
4:00 pm
Fast Market
replay
education
12:00 am
Your First Trade
REPLAY
education
12:30 am
Your First Trade
REPLAY
1:00 am
The Wrap
REPLAY
education
2:00 am
Your First Trade
REPLAY
education
2:30 am
Your First Trade
REPLAY
3:00 am
Market Overtime
REPLAY
4:00 am
Market Overtime
REPLAY
education
4:30 am
Inside the Mind of a Trader
REPLAY
education
5:00 am
Inside the Mind of a Trader
REPLAY
education
5:30 am
Inside the Mind of a Trader
REPLAY
6:00 am
The Wrap
REPLAY
7:00 am
Morning Movers
8:00 am
Morning Trade Live
10:00 am
Trading 360
11:00 am
Fast Market
12:00 pm
Next Gen Investing
1:00 pm
The Watch List
2:00 pm
Market On Close
3:30 pm
Market Overtime
REPLAY
ON AIR
4:00 pm
Fast Market
REPLAY
5:00 pm
Next Gen Investing
REPLAY
6:00 pm
The Wrap
REPLAY
7:00 pm
Market Overtime
REPLAY
7:30 pm
Market Overtime
REPLAY
8:00 pm
The Wrap
REPLAY
9:00 pm
Market Overtime
REPLAY
9:30 pm
Market Overtime
REPLAY
10:00 pm
Fast Market
REPLAY
11:00 pm
Next Gen Investing
REPLAY

Schwab Network's Newsletters

Daily insights for every investor