Bloomberg Talks Dan Ives, Wedbush Securities, Talks Trump Trump Media & TAE Technologies Merger
Dec 18, 2025
Dan Ives, a senior equity analyst at Wedbush Securities, dives into the intriguing merger between Trump Media and TAE Technologies, a fusion developer valued at over $6 billion. He emphasizes TAE’s impressive track record and its role in the tech and energy arms race with China. Ives highlights investor confidence in fusion breakthroughs and discusses how this merger secures vital capital and political support for TAE. He also explores the rising demand for AI infrastructure and its implications for fusion energy in powering future tech advancements.
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TAE Is The Real Focus Of The Deal
- Dan Ives says the merger is primarily about TAE Technologies and its fusion potential rather than Trump Media.
- He views TAE as the centerpiece and likely the U.S. winner in nuclear fusion development.
Fusion As An Energy And Geopolitical Race
- Ives frames nuclear fusion as an arms race with China driven by energy needs and AI growth.
- He argues fusion will be critical because energy scarcity will constrain AI and tech expansion.
TAE's Long Scientific Lineage
- Ives recounts TAE's long history rooted in California and the Cal science community.
- He highlights prominent scientific backing and the company's reputation as a research gem.