Seeking Alpha asked its analysts whether Tesla should merge with SpaceX after Barclays said an all-stock deal could be announced before Tesla's annual meeting, expected by Dec. 6. No merger has been announced. Musk's "more and more overlap" remark came on Tesla's July 22 call; the next one is Oct. 21.
Correction (Oct 18): An earlier version of this story presented Elon Musk's "more and more overlap" remarks and Gene Munster's 90% merger odds as coming from a new Tesla earnings call. They date to Tesla's July 22 second-quarter call; Tesla's next earnings call is Oct. 21. The story has been rewritten around current merger speculation, and an unverified line attributed to SpaceX President Gwynne Shotwell was removed.
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Tesla unveiled its next-gen Roadster in three configurations, including a one-seat Rocket version that can fly. Tesla lists more than 300 miles of range, more than 230 mph and 0–60 in under 0.59 seconds for the Rocket. Deposits are $50,000 (Performance) and $250,000 (Thrust); Rocket is invite-only. Final prices aren't announced, and production starts in 2028.
SpaceX has capped military-grade Starlink service in Ukraine at 100 mph, Ukrainian officials say, forcing some drone missions to be canceled and causing brief connection drops during flights. The change affects control of longer-range strikes on Russian logistics and comes amid U.S. pressure on Kyiv.
SpaceX has agreed to acquire Grain Management's nationwide 800 MHz spectrum portfolio, which it says will pave the way for Starlink Mobile to become a major US mobile carrier. The deal needs FCC approval, and financial terms were not disclosed.
SpaceX is seeking $40 billion in debt financing led by Apollo Global Management to buy Nvidia AI chips, with talks still early and a possible 2027 close. The move highlights the scale of capital required for AI infrastructure expansion across Musk's companies.
Elon Musk said on October 4 that SpaceXAI will be renamed SpaceXSI, adopting "SI" for super intelligence after President Trump's push to drop "AI."
