Dan Ives: Apple and Palantir earnings seen as key for U.S. tech sector

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02.11.2026

Dan Ives: Apple and Palantir earnings seen as key for U.S. tech sector — Apple Palantir results key for tech sector

Apple and Palantir are set to report earnings tonight, events described as very important for different reasons by Dan Ives, Partner and Senior Managing Director at Yorkville Ives & Co.

Ives emphasized that Apple’s results will be closely watched for signals on consumer demand, commentary on memory, and developments regarding artificial intelligence. He also described Palantir as the best barometer for measuring demand in AI use cases and expects both companies’ reports to represent a step forward for the technology sector.

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Ives recently identified earnings from Microsoft, Alphabet, and Amazon as key indicators for enterprise spending and cloud growth. He has also assessed Apple's AI strategy as adding $75 per share to the company's valuation. The analyst’s previous commentary places current attention on both Apple’s and Palantir’s performance in the AI sector.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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