The trillion dollar question | SpaceX, AI and market impact
The Monday Call
Summary
Dan Ives is one of Wall Street’s most widely followed tech analysts and a regular voice on CNBC and Bloomberg.
Dan is a leading commentator on AI, NVIDIA, Tesla and companies shaping the next decade of markets. As Global Head of Technology Research at Wedbush Securities, he is known for bold, high-conviction calls and deep insights on tech.
AI is expanding beyond software into infrastructure, energy, robotics – and now space. This is fuelling speculation around a SpaceX IPO, potentially valued near US$1 trillion, and what could be one of the largest issuances ever. The market impact would be significant, reshaping index flows, liquidity and global tech positioning.
Join the Monday Call team as they speak with Ives about where technology is heading, how large SpaceX could become, if space-based data centres are viable, and whether the AI revolution is still only just starting.
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