Published • loading... • Updated
Could Musk Merge SpaceX And Tesla? Here’s What Analysts—And Betting Markets—Say
The companies already share AI investments, suppliers and personnel, and a merger could help Musk raise capital for future expansion.
- Elon Musk has discussed with colleagues the possibility of merging Tesla and SpaceX as the aerospace company prepares for its Nasdaq debut on June 12 targeting up to $1.75 trillion, intensifying speculation about combining the two entities.
- The companies have deepened operational ties through shared resources and personnel; SpaceX spent $697 million on Tesla Megapack batteries and $131 million on Cybertrucks in 2024 and 2025.
- Both businesses are increasingly focused on AI; more than three-quarters of SpaceX's $10.1 billion in first-quarter capital expenditures were tied to AI, while Tesla capex will roughly triple this year to top $25 billion.
- Wedbush analyst Dan Ives estimates 80 to 90 percent odds of a merger by early 2027, though prediction markets show skepticism with Kalshi traders assigning only 33 percent odds to a pre-May 2027 deal.
- SpaceX's $1.75 trillion IPO valuation rests on $18.7 billion revenue and a $4.9 billion net loss, while Musk's history includes SolarCity , Twitter/X , and xAI's $33 billion acquisition of X in March 2025.
Insights by Ground AI
15 Articles
15 Articles
Tesla Stock Price Surges On NASA Moon Base Plans And SpaceX Merger Speculation
Shares of Tesla, Inc. (NASDAQ: TSLA) are on track for their best month since September as investors bet that Elon Musk’s AI and space empire stands to gain from NASA’s expanding lunar ambitions and growing SpaceX merger chatter. TSLA stock jumped nearly 2% on Tuesday, marking its fourth consecutive session of gains. NASA unveiled fresh details around its $20 billion Moon Base initiative, which aims to establish a permanent human presence near th…
Coverage Details
Total News Sources15
Leaning Left3Leaning Right3Center3Last UpdatedBias Distribution34% Left, 33% Center, 33% Right
Bias Distribution
- 34% of the sources lean Left, 33% of the sources are Center, 33% of the sources lean Right
34% Left
L 34%
C 33%
R 33%
Factuality
To view factuality data please Upgrade to Premium
