Wall Street Begins to Anticipate SpaceX Tesla Merger

June 18 — (via The New York Times) After SpaceX’s successful IPO, Wall Street is starting to bet big on a potential merger between the aerospace firm and Tesla. Investors, analysts, and even a senior SpaceX executive have been weighing the benefits of the deal across social media, research reports, and TV interviews, noting the two companies have long shared executives and resources while collaborating on multi-billion-dollar projects. In a post-IPO CNBC interview, SpaceX President Gwynne Shotwell suggested the merger “might make Musk’s life a little easier,” adding it would drive synergies in areas like AI, energy, and robotics. Legal experts flag a key risk: the deal would amount to Musk “doing a deal with himself,” which could spur shareholder lawsuits alleging harm to minority interests. Still, they say Texas law makes such challenges unlikely to succeed—both firms are registered in the Lone Star State, where corporate rules make it hard to overturn management decisions. Musk’s absolute control over SpaceX and significant sway over Tesla leave him well-placed to push the merger forward. Further fueling speculation: Musk has informally discussed a merger in the past, and SpaceX’s IPO filings signal plans for large equity issuances for future transactions—including potential mergers, per The New York Times.