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

Wedbush analyst Dan Ives is bullish on a renewed tech rally and is reiterating buy views on large-cap AI/tech names, notably Tesla (TSLA), Microsoft (MSFT) and Palantir (PLTR). He expects the tech trade to accelerate, sees a potential SpaceX IPO, and even flagged a tentative SpaceX-Tesla merger on the radar for 2027. Ives also contrasted Anthropic and OpenAI business models and forecasted a rebound in cybersecurity stocks—naming Palo Alto Networks and CrowdStrike as unfairly punished during the recent SaaS sell-off. The commentary supports upside for megacap AI/tech and cybersecurity sectors and could lift related equities on merger and IPO speculation.