Apple's bigger issue continues to be its missing AI, says Wedbush's Dan Ives

Here to discuss star Wedb Bush analyst Dan Ies and CNBC tech correspondent Steve Kovac. It's good to have you both with us. Dan, you first best day for the stock since May.Is this in fact the start of something bigger. Look, I mean it removes clearly a big overhang in terms of the view Apple and Cook were on the wrong side of Trump, right. I mean they were on the bad side relative to over the last few months.So it's taken that that sort of lift here. you know, in terms of tariff exemptions, you you play nic ...