Dan Ives Sees SpaceX & TSLA Merger, Talks Anthropic, OpenAI & Cybersecurity
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Dan Ives, Wedbush Securities' Global Head of Tech Research, makes a bold prediction: SpaceX will go public in summer 2027, followed by a merger with Tesla later that year—potentially creating a $2 trillion physical AI powerhouse. He argues that Tesla is quietly building the world’s best real-world AI infrastructure through its robotaxis and humanoid robots, positioning it as the ultimate 'physical AI play' alongside NVIDIA. Ives also forecasts Palantir reaching a $2.25 trillion market cap within two to three years, driven by government and enterprise AI adoption. On the AI race, he sees Anthropic as the better-balanced bet due to its strong financials, while OpenAI leads in enterprise penetration. He dismisses fears of AI replacing cybersecurity firms like CrowdStrike and Palo Alto, calling them 'the most disconnected names' in the AI narrative. Ives remains bullish on Apple’s AI turnaround under new leader John Ternus, predicting a major AI reveal at WWDC this June. His overarching thesis? The next bull market will be fueled by AI's physical integration—where software meets hardware—and NASDAQ could hit $30,000 within 12 months.
SpaceX to IPO in summer 2027, followed by a merger with Tesla in early 2028.
Palantir could reach $2.25 trillion market cap within two to three years.
Tesla is building the world’s best physical AI infrastructure via robotaxis and humanoid robots.
Anthropic has a stronger balance sheet than OpenAI, making it a safer long-term AI bet.
Cybersecurity firms like CrowdStrike and Palo Alto are not being replaced by AI—budgets are rising.
…and 3 more takeaways available in PodZeus
Tech Spotlight: Dan Ives on Market Outlook
Nicole welcomes Dan Ives, Wedbush Securities’ Global Head of Tech Research, to discuss his macro and micro views on the tech sector, emphasizing the importance of on-the-ground research and supply chain checks.
Top Outperform Ratings: Palantir, NVIDIA, Apple, Tesla
“I think Palantir is the trillion-dollar market cap next two to three years. And look at it, and that's my view. I mean, when I look at Palantir, I think sort of base case is, you know, 2 to 225, as we've talked about. 2 to 225 trillion dollar market cap next two to three years.”
SpaceX-Tesla Merger: IPO First, Then Integration
“I think SpaceX IPO in the summer and then I'd expect a merger with Tesla in 2027 first half. Really? I mean, that's sort of our view. Why would it be after? Because I think that's the step process that they'll go through.”
Tesla as the Physical AI Play
“I view it as you have to see around the corner. And look, I get the criticism in terms of, you know, they raise cap backs and you look at deliveries that have sort of been stable but obviously not blowing anyone away. This comes down to they are step-by-step building out what I believe alone with NVIDIA is the best physical AI play in the world.”
AI Race: Anthropic vs. OpenAI and Apple’s Turnaround
Ives praises Anthropic’s strong balance sheet and Claude’s model superiority, while acknowledging OpenAI’s enterprise edge. He calls Apple’s hiring of John Ternus a 'great choice' and expects a major AI reveal at WWDC.
“I think, is the trillion -dollar market cap next two to three years. And look at it, and that's my view. I mean, when I look at Palantir, I think sort of base case is, you know, 2 to 225, as we've talked about. 2 to 225 trillion dollar market cap next two to three years.”
“I think SpaceX IPO in the summer and then I'd expect a merger with Tesla in 2027 first half. Really? I mean, that's sort of our view. Why would it be after? Because I think that's the step process that they'll go through.”
“I view it as you have to see around the corner. And look, I get the criticism in terms of, you know, they raise cap backs and you look at deliveries that have sort of been stable but obviously not blowing anyone away. This comes down to they are step -by -step building out what I believe alone with NVIDIA is the best physical AI play in”
Host
Guest
Dan Ives
person
Tesla
organization
Apple
organization
SpaceX
organization
Anthropic
organization
NASDAQ
other
Palantir
organization
OpenAI
organization
NVIDIA
organization
John Ternus
person
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