The article compares Tesla and SpaceX, both trillion-dollar companies led by Elon Musk, to assess which stock may perform better over five years. Tesla is shifting toward robotaxis, with the two-seat Cybercab launched in early September and a Full Self-Driving subscription at $99 per month that helps gather training data; the article says scaling to millions of robotaxis by 2031 could make that business more profitable than EV sales. SpaceX leads in space launch and satellite connectivity, is progressing on Starship and has signed several AI compute deals, though heavy AI spending could pressure margins and regulatory risks remain. In the latest quarter, SpaceX revenue reached $7.8 billion, up 92%, while Tesla revenue rose 26% to $28.2 billion but net income declined 5%. The author sees SpaceX with more upside potential over five years but also more uncertainty.
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Related tickers and likely impact
TSLA
• NeutralTesla, Inc.
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Automobile Manufacturers |
| Market cap | $1.4T |
| Close on 10/19/2026 | 368.06 |
| Change that session | +3.76% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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