WWDC 2026 runs June 8-12 and is Tim Cook\u2019s final major event before stepping down as CEO later this year.<\/p>\n
Dan Ives expects Apple to \u201cbring the goods\u201d with iOS 27 and AI integrations involving Gemini, and Anthropic.<\/p>\n
Ives believes Apple could act as a \u201ctoll collector\u201d on the consumer AI highway, with long-term monetization starting now.<\/p>\n
Wedbush Securities analyst Dan Ives sees Apple\u2019s Worldwide Developers Conference (WWDC) as an important moment for the company as it continues to work on its AI strategy.<\/p>\n
Apple Inc (AAPL) is set to host its annual WWDC next week, from June 8-12. This year\u2019s event carries added weight as it marks Tim Cook\u2019s final major appearance before he steps down as CEO later in 2026, with John Ternus succeeding him.<\/p>\n
See what 10M+ investors are talking about. Get the Stocktwits Daily Rip for what retail is watching right now, free to your inbox<\/a><\/p>\n Attention now turns to whether Apple will finally execute on its long-promised artificial intelligence push.<\/p>\n On Friday, AAPL shares were up 0.3% in after-hours trading, after having ended the regular session 1.25% down.<\/p>\n Dan Ives On AAPL WWDC Expectations <\/p>\n Speaking on CNBC\u2019s Closing Bell on Friday, Wedbush Securities analyst Dan Ives responded to a question about a recent note in which he said, \u201cWe expect fireworks.\u201d<\/p>\n He explained why expectations for Apple\u2019s WWDC are running high, pointing to iOS 27 as a key focus, along with expected integrations involving Gemini and Anthropic.<\/p>\n Ives said sentiment around Apple\u2019s AI push has shifted as the company moves closer to execution after years of unmet expectations. \u201cTwo years ago, they promised everything, as we know, never came out with this. I think it\u2019s actually the first time that they now put their hat in the ring,\u201d he said.<\/p>\n He added that Apple is now positioning itself to \u201cget into the AI game from a consumer perspective,\u201d suggesting the upcoming WWDC could mark a more concrete step in its artificial intelligence strategy.<\/p>\n Ecosystem Strength And AI Monetization Push <\/p>\n Ives emphasized Apple\u2019s massive installed base, citing 2.5 billion iOS devices and 1.5 billion iPhones, stating that the ecosystem gives the company a unique advantage. He said that without this scale, the outlook would be \u201cfine, but not great.\u201d<\/p>\n He added that Apple is entering what he views as the start of AI monetization, where the company could act as a \u201ctoll collector\u201d on the consumer AI highway.<\/p>\n According to Ives, service expansion and developer engagement will be central themes at WWDC.<\/p>\n Shift Toward Services And Long-Term AI Access <\/p>\n Ives also pointed to leadership under John Ternus and a renewed push into services as key signals of change. He said Apple is moving beyond past delays and positioning itself for a broader AI-driven revenue model.<\/p>\n He further estimated that around 20% of global consumers could eventually access AI through an Apple device, reinforcing the company\u2019s potential role in mainstream AI adoption.<\/p>\n AAPL Stock: What Retail Says <\/p>\n Stocktwits sentiment on AAPL was \u2018bearish\u2019 on Friday at the time of writing, while message volume was \u2018normal.\u2019<\/p>\n AAPL stock is up nearly 13% year-to-date and about 53% in the past 12 months.<\/p>\n In the same period, the SPDR S&P 500 ETF Trust (SPY) has gained over 25%, while the Invesco QQQ Trust Series 1 (QQQ) is up over 36%. The Vanguard S&P 500 ETF (VOO) has risen nearly 26%, and the iShares Core S&P 500 ETF (IVV) has also gained over 26%.<\/p>\n For updates and corrections, email newsroom[at]stocktwits[dot]com.<\/p>\n Aveek Bhowmik has no position in any of the stocks mentioned in this article. StockTwits’ news team content is for informational purposes only and is not intended as investment advice. For more, see our editorial policy<\/a>. This article was originally published on StockTwits<\/a>.<\/p>\n Related:<\/p>\n","protected":false},"excerpt":{"rendered":"WWDC 2026 runs June 8-12 and is Tim Cook\u2019s final major event before stepping down as CEO later…\n","protected":false},"author":2,"featured_media":478583,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[221981,670,74192,85,46,50000,125,191018,18089],"class_list":["post-478582","post","type-post","status-publish","format-standard","has-post-thumbnail","category-technology","tag-aapl-stock","tag-apple","tag-dan-ives","tag-il","tag-israel","tag-john-ternus","tag-technology","tag-wedbush-securities","tag-wwdc"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/478582","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/comments?post=478582"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/478582\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media\/478583"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media?parent=478582"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/categories?post=478582"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/tags?post=478582"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}