- Elon Musk hinted at a potential Tesla-SpaceX merger, calling the question of their separation a “great question.”
- JPMorgan and Jefferies see strategic logic in a tie-up, citing potential integration across AI, robotics, and space.
- SpaceX President Gwynne Shotwell confirmed teams are integrating “faster than I thought,” though not fully.
Shares of Tesla (TSLA) and SpaceX (SPCX) edged higher in overnight trading after CEO Elon Musk declined to rule out merging the companies at the All-In Summit. When asked why the companies remain separate, Musk called it a “great question” and hinted their close collaboration could eventually prompt action. TSLA and SPCX each fell about 2% on Monday before recovering slightly.
Wall Street has begun weighing the strategic logic of a merger. Jefferies estimated that Musk could retain roughly 55.3% voting control under a deal without a premium. JPMorgan separately called a merger “strategically coherent on paper,” pointing to potential integration across Artificial Intelligence, robotics, energy, and space. The debate began largely with retail investors and has since drawn analyst attention.
The companies remain legally separate but their operations increasingly intersect. Tesla supplies expertise in batteries, power systems, manufacturing, and AI, while SpaceX contributes launch capacity and Starlink connectivity. SpaceX President Gwynne Shotwell said at the summit that personnel have moved into xAI to fill leadership gaps, adding that teams were integrating “faster than I thought,” though “not fully integrated yet.”
Musk’s companies are collaborating on AI computing, solar-panel production, and satellite infrastructure. SpaceX plans to launch AI-computing satellites, while Tesla needs AI computing and energy storage for its autonomous vehicles and Optimus robots. Meanwhile, Tesla announced an Oct. 1 unveiling for its next-generation Roadster using the phrase “Go for launch,” a clear nod to SpaceX rocket missions.
On Stocktwits, sentiment was ‘extremely bearish’ for TSLA and ‘bearish’ for SPCX. Over the past year, TSLA has fallen 9% and SPCX has declined 8%.
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