Wedbush's Dan Ives remains confident the tech trade will accelerate and goes deeper into his firm's buy ratings like Palantir (PLTR), Microsoft (MSFT), and Tesla (TSLA). On the IPO front, Dan has high expectations for SpaceX and sees a tentative merger with Tesla (TSLA) on the radar for 2027. He later differentiates Anthropic and OpenAI, weighing the pros and cons of both chatbot business models. Dan expects cybersecurity firms like Palo Alto Networks (PANW) and CrowdStrike (CRWD) to rebound after being unfairly punished in the SaaS-pocalypse.

======== Schwab Network ========

Empowering every investor and trader, every market day.

Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D

Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe

Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185

Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7

Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch

Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore

Watch on DistroTV - https://www.distro.tv/live/schwab-network/

About Schwab Network - https://schwabnetwork.com/about