The debate over a possible Tesla-SpaceX merger is getting harder to ignore.

A merger between Space Exploration Technologies Corp. SPCX and Tesla Inc. TSLA is possible, but significant hurdles stand in the way, say analysts. RBC’s Tom Narayan said an all-stock acquisition is the most likely structure,

The news adds a credible “platform” narrative: EVs + batteries + autonomy/robotics paired with SpaceX launch/Starlink/space-based compute. That can re-rate TSLA if Q2 confirms improving core momentum (deliveries/energy/AI) and investors start paying for an ecosystem,

RBC took a more bullish view, raising its Tesla price target to $500 from $475, implying a 24% upside from current levels.

Now, the space exploration unicorn says, "We may issue a significant amount of equity in connection with future transactions." While the difference between these two statements is subtle, I think the updated verbiage could be a quiet signal that Elon Musk ...

The big SpaceX IPO is coming, and it could probably become the new, more exciting way to bet on Elon Musk’s vision of the future. Once the SpaceX-xAI IPO finally does go live on the public markets, it might make a $1.75-2 trillion splash that shifts the ...

Tesla, Inc. remains a Sell, as the upcoming SpaceX IPO will divert Musk-focused capital, intensifying competition for investor dollars. TSLA's automotive gross margin stability above 18% is critical; a slip below 17% signals an inability to self-fund its $ ...