Shares of Tesla jumped more than 5% on Friday, after reports that SpaceX was in deal talks with Elon Musk's other companies stoked investor hopes that the billionaire's tech empire could be unified further.
SpaceX is exploring a potential merger with Tesla ( NASDAQ:TSLA ) or xAI as it prepares for an initial public offering targeted for mid-June 2026, according to reports from Bloomberg and Reuters.
TSLA has experienced impressive surges, with over 30% increases in less than two months happening 18 times, particularly in 2013 and 2024. There were also occasions where gains surpassed 50% within similar time frames, underscoring Tesla's capacity for swift price increases.
Three mega-cap tech companies reported earnings on Wednesday, and the market's verdict was swift and brutal for one company while two Magnificent 7 members received stamps of approval.
After Tesla lost its EV crown to BYD, Musk's SpaceX faces a new rival as China plans AI data centers in orbit.
When the company soon stops building the Model S, it will mark the end of arguably the most influential car of the modern era, long the lifeblood of the electric-vehicle maker.
Tesla, Inc. is downgraded from Buy to Hold due to weak automotive performance and uncertainty around Robotaxi and Optimus execution. Q4 2025 saw revenue and EPS beats, but both declined year-over-year; automotive sales fell 11%, while gross margin improved to 20.1%. TSLA's future hinges on Robotaxi and Optimus, with $20B CapEx planned for ambitious growth, but near-term financials remain challenged.
Tesla, Inc.'s valuation has decoupled from fundamentals, with EV/EBITDA multiples near software levels despite contracting core automotive performance. Automotive revenue and margins continue to decline, while smaller segments grow but remain insufficient to offset the core business slowdown. Dilution-driven CAPEX expansion risks pressure future returns if robotaxi and robotics investments fail to generate near-term TSLA EBITDA growth.
Three of Elon Musk's companies — SpaceX, xAI, and Tesla — are in play for a potential merger. While the talks appear to be in the early stage, according to reports from Bloomberg and Reuters, it could eventually lead to at least one company folding into SpaceX.
Elon Musk's SpaceX is considering a potential merger with Tesla , as well as an alternative combination with artificial-intelligence firm xAI, Bloomberg News reported on Thursday, citing people familiar with the matter.
Is Tesla's self-driving software selling? Investors can now see for themselves.
Tesla plans to spend over $20 billion reshuffling its factory lines to boost production of cars, batteries and robots. Tasha Keeney, director of investment analysis and institutional strategies at ARK Invest, discusses Tesla's earnings and robotaxi plans.