*Walter Bloomberg|Oct 21, 2026 11:01
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.(彭博社)
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