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.

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Dan Ives Sees SpaceX & TSLA Merger, Talks Anthropic, OpenAI & Cybersecurity