Bloomberg Surveillance · Thursday, July 16, 2026
Dan Ives views investing in SpaceX as holding a transformational company crucial for the AI and space revolution, despite current volatility. He highlights its potential in AI data, Starlink, and its broader vision, suggesting long-term investors focus on these aspects.
“You look when Amazon when public, look when Facebook when public. It's my view that if you take the narrow view over months or six months or nine, these are names that are transformational names that are gonna be a huge part of the fourth nutional revolution.”
“When you look at space X, I get the volatility and what obviously what we've seen in terms of the headwinds.”
“The reality is longer term investors that own this, they own it for what's going to be AI data, They own it for what's really going to be in terms of starlink and to really what must broader vision we've said.”