Jared Carmel of Manhattan Venture Partners discusses a possible merger of Tesla (TSLA) and SpaceX (SPCX) on Yahoo Finance's Sozzi Unleashed. He argues the two already operate as one, and that compute is a major part of their business after XAI was folded into SpaceX along with Colossus. SpaceX now rents compute to leading AI labs, Grok runs on it, and Optimus will need it. He calls the pairing a classic case of two companies that belong together under one conglomerate, and says power is the piece people often overlook. He also notes the market seems to have forgotten that Tesla is not a hyperscaler and grew spooked by Tesla's CapX cut.
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TSLAElon MuskSpaceXmergers and acquisitionsdata centers
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Related tickers and likely impact
TSLA
• NeutralTesla, Inc.
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Automobile Manufacturers |
| Market cap | $1.4T |
| Close on 10/22/2026 | 374.67 |
| Change that session | -3.05% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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