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Tech & Innovation·July 2, 2026·1 min read

The Dan Ives era at Wedbush is over. These are some of the calls — and colorful fits — people will remember.

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Dan Ives stepping back is a reminder that a handful of high-conviction analysts can move capital toward or away from your sector. Operators in AI and chips should watch who fills that narrative vacuum—those voices will shape how forgiving public markets are on your next miss or capex spike.

Tech & Innovation

Sources: Apple has told suppliers to prepare to produce ~10M foldable iPhones in 2026, up from 7M-8M previously, and 80M iPhones in total across new models

A 10M-unit foldable target inside an 80M iPhone run says foldables are moving from experiment to mainstream SKU in Apple’s planning. If you build mobile-first products, assume a meaningful slice of your 2026–27 users will treat large-screen, dual-orientation use as normal and design UI and workflows accordingly.