Cathie Wood says Tesla and SpaceX are leading the economy toward 7% to 9% real GDP growth, while ARK Investment Management sees a merger of the two companies as delivering substantial gains for both shareholder bases. ARK's share-swap model, with no premium paid, projects a 3.8-fold boost to Tesla investors' returns and a 7.2-fold boost to SpaceX investors' incremental returns, with Tesla shareholders holding about 42% of the combined company's projected 2031 market value. ARK argues Tesla's robotaxi and Cybercab cash flow could fund SpaceX's capital-intensive expansion, though it estimates installing 10 gigawatts of Nvidia Vera Rubin systems could cost more than $400 billion before other data-center costs. Musk, however, said assuming a merger is certain would be overstating it, and independent board committees are reviewing a possible deal without having agreed on terms.
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TSLASpaceXmergers and acquisitionsElon MuskCathie Wood
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Related tickers and likely impact
TSLA
▲ Likely positiveTesla, Inc.
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Automobile Manufacturers |
| Market cap | $1.5T |
| Close on 10/26/2026 | 391.69 |
| Change that session | +5.23% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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