The article argues that SpaceX will have to pay a premium to acquire Tesla, after Elon Musk confirmed the two companies are exploring a merger and each formed an independent special committee. The author sees a 2027 deal as likely, citing a more permissive regulatory environment and a 65% chance on Polymarket. With SpaceX's market cap nearly $2 trillion, Tesla's at about $1.56 trillion, and roughly $45 billion in cash on hand, the author expects Tesla's committee to seek at least the typical 25% takeover premium, which would put Tesla shares near $500. The article also notes that Musk donated $445 million to Republican political groups for the 2026 midterm elections, prompting several Democrats to threaten criminal investigations.
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Keywords
TSLASpaceXmergers and acquisitionsElon Musk
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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 10/23/2026 | 372.22 |
| Change that session | -0.63% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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