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Counterpoint Research sees humanoid robot memory demand exploding this decade, but Elon Musk just cut memory on his own robot chips to hit production targets, and Micron investors are left wondering whether the 2030 forecast translates into revenue they can
Tesla generates nearly twice SpaceX's quarterly revenue, yet SpaceX is valued at roughly $500 billion more. At today's valuations, Tesla holders would own about 43% of a combined company, before any premium or negotiated terms.
Investor Cathie Wood said on Monday that enterprises like Space Exploration Technologies Corp. (NASDAQ:SPCX) and Tesla Inc. (NASDAQ:TSLA) had the potential to grow the Gross Domestic Product (GDP) to previously unseen levels.
Analysts and investors widely believe a SpaceX-Tesla merger will happen in the near future. Musk leads both companies and has been careful about what he's said about a possible merger.
AI, robotics, energy, and satellite connectivity could benefit from closer cooperation between SpaceX and Tesla. To be worth it, a merger must create additional value beyond what the companies could achieve through partnerships.
Investments in driverless technology and robotics are causing Tesla's profits to crash.
On Oct. 26, 2026, Anthropic's IPO filing sparked a tech rally, while Meta's $95 billion AI infrastructure plan weighed on sentiment.
Tesla shares are rallying to start the week as optimism around a potential tie-up with SpaceX grows.