Investor Anthony Pompliano, founder of Professional Capital Management, reported on Friday via X that Wedbush Securities analyst Dan Ives believes a merger between Tesla ($TSLA) and SpaceX ($SPCX) is highly probable. Pompliano quoted Ives stating the merger is "a matter of when, not if." Ives further suggested that "If you think of Tesla.the data they would bring into the SpaceX story.that would turbocharge their ambition."
Tesla stock ($TSLA) closed today at $374.58, down 3.1%. The broader Nasdaq index, which includes many technology and AI-focused companies, fell 2.6% today to $26,009. Discussions around potential synergies between Tesla's AI capabilities and other Musk-led ventures have been ongoing, particularly as the automotive sector increasingly integrates advanced artificial intelligence and data analytics. Some recent coverage has highlighted miners pivoting to AI applications.
Ives' perspective, as shared by Pompliano, implies that combining Tesla's extensive data and AI technology with SpaceX could create a powerful entity under one leadership. Ives estimates that "For Musk to have all the AI technology all under one hood.in that deal, I think [Tesla stock] would have to be $500/share to $550/share." This suggests a substantial upside for Tesla shares if such a merger materializes, driven by the perceived value of integrated AI capabilities. Investors will likely watch for any official indications or developments regarding a potential consolidation of these two major companies.
