Analyst Predicts Tesla Merges With SpaceX

In a March 2026 research note, Wedbush analyst Dan Ives reiterates his prediction that Tesla and SpaceX will merge in 2027, citing Tesla's converted $2 billion xAI stake in SpaceX and a joint TERAFAB chip facility. He notes SpaceX's anticipated mid‑June 2026 IPO aiming to raise roughly $75 billion at about $1.75 trillion valuation. The merger would integrate electric vehicles, robotics, orbital AI compute, and satellite services while facing antitrust and shareholder hurdles.