TSLA - SPACEX IPO FUELS TESLA MERGER SPECULATION Wolfe Research says SpaceX’s IPO is intensifying speculation about a future merger with Tesla, with some investors now viewing it as a core TSLA thesis. Analyst Emmanuel Rosner cites potential benefits including stronger AI capabilities, expanded capital access, and increased Musk voting control. However, he flags major hurdles such as shareholder opposition, regulatory issues, and timing likely beyond 2027. Near term, merger talk may support Tesla shares, but execution on robotaxi and Optimus remains critical for upside momentum.(*Walter Bloomberg)