JPMORGAN: SPACEX–TESLA MEGA-MERGER GAINS MOMENTUMJPMorgan sees strong strategic logic for a potential SpaceX ($SPCX ) an | Hanami
JPMORGAN: SPACEX–TESLA MEGA-MERGER GAINS MOMENTUM
JPMorgan sees strong strategic logic for a potential SpaceX ($SPCX ) and Tesla ($TSLA ) merger after Elon Musk disclosed that both companies formed special committees to explore a combination.
The bank points to shared AI infrastructure, engineering talent and chip development, alongside SpaceX's reported $2 trillion valuation.
JPMorgan sees a potential SpaceX-led all-stock deal, with a 30–35% premium to Tesla.
The key takeaway: A merger could consolidate Musk's AI ecosystem under one corporate roof, but no deal has been announced.