Bloomberg Surveillance Single Best Idea with Tom Keene: Dan Ives & Robert Schiffman
5 snips
Feb 5, 2026 
Dan Ives, Wedbush tech analyst known for AI and large-cap strategy, makes a bold case for SpaceX as a major AI powerhouse. Short takes cover Elon Musk’s ecosystem and the logic tying XAI, SpaceX and financing. Robert Schiffman, credit analyst at Bloomberg Intelligence, discusses strong investor demand for big-cap tech credit and signs from recent bond activity.
AI Snips
Chapters
Transcript
Episode notes
SpaceX As A Hidden AI Powerhouse
- Dan Ives argues that XAI within SpaceX could become the biggest AI company globally.
- He describes SpaceX as building an internal ecosystem that powers its AI ambitions.
Host's Skepticism Meets Analyst Enthusiasm
- Tom Keene recounts his skepticism about SpaceX AI while noting Dan Ives's strong support.
- He references analysts calling a potential SpaceX IPO "ginormous" and CFA-level significant.
Assess Tech With Credit Signals
- Consider evaluating big-cap tech through credit metrics, not just equity valuations.
- Use bond demand and credit data to inform your view on large tech companies' financial strength.