Richard Widlake @RichWidlake: "I have been talking about..."

United Kingdom

I have been talking about Tesla and the upcoming SpaceX IPO recently, and I keep reading rumours about the two companies merging. Rumours are rumours, but it pays to keep your ear to the ground in situations like this, as if they turn out to be true, they could change the game entirely. I asked ChatGPT to summarise the situation. Here are the results: 🟢 As of today, there is no announced or completed merger between Tesla and SpaceX. However, the situation has become more interesting in 2026: Multiple major news outlets have reported that Elon Musk has discussed the possibility of combining Tesla and SpaceX, and that SpaceX has at least explored a merger with Tesla as one of several strategic options. Recent reports indicate that Musk has been talking internally about a Tesla–SpaceX merger, though no formal proposal has been announced publicly. Some Wall Street analysts, including Wedbush's Dan Ives, have predicted that a merger could happen in 2027 after SpaceX's IPO, citing growing collaboration between the companies. Other analysts are skeptical, arguing that the valuation differences and shareholder dilution concerns could make a deal difficult. So the best summary is: Could they merge? Yes, it appears to be under discussion and is viewed as a plausible future possibility by some investors and analysts. Are they going to merge? Nobody outside the companies knows. There is currently no definitive agreement, board approval, or shareholder vote that would make a merger certain. If a merger did happen, it would likely be one of the largest corporate combinations ever, creating a company spanning electric vehicles, robotics, AI, satellite communications, and spaceflight. $TSLA (Tesla Motors, Inc.) $SPX500 $NSDQ100

Not investment advice. The author may have financial interests in the mentioned instruments.