Tesla-SpaceX Merger ‘Does Make Strategic Sense,’ Analyst Says - But SpaceX Needs Nearly 2x The Growth

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  "data": {
    "url": "https://stocktwits.com/news-articles/markets/equity/tesla-spacex-merger-strategic-sense-analyst-says-spacex-needs-2x-growth/cZUhgVVR9Rm",
    "title": "Tesla-SpaceX Merger ‘Does Make Strategic Sense,’ Analyst Says - But SpaceX Needs Nearly 2x The Growth - Stocktwits",
    "excerpt": "The firm said Tesla could supply batteries and solar products, while Grok and Starlink could support its vehicles and robots.Morningstar’s $70 SpaceX fair value estimate implies about 51% downside from current levels.Musk supports a merger, but committee talks and shareholder approvals leave a deal uncertain.Tesla and SpaceX could benefit from combining their energy, artificial intelligence, and robotics businesses, according to a Wall Street analyst who also warned that SpaceX would need to substantially exceed its growth projections to justify its share price.TSLA stock has gained 14% so far this month, on track for its best month since August, while SPCX has fallen 5%, putting it on course for its worst month since July. How Tesla And SpaceX Could Work TogetherMorningstar said a Tesla-SpaceX merger “does make strategic sense,” outlining how Tesla’s energy and robotics businesses could work alongside SpaceX’s AI and satellite services.On a recent episode of The Morning Filter, a Morningstar analyst said Tesla could become a key battery and solar supplier to SpaceX, while Grok could serve as an interface for Tesla’s autonomous-driving software and humanoid robots. Starlink could connect those products.“Lastly, Starlink will just be able to connect it all, so that will allow Tesla to monitor the vehicles and the robots and really be able to communicate across its entire...",
    "product": "Terafab",
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    "planning": true,
    "image_url": "https://news.stocktwits-cdn.com/large_Getty_Images_2151277745_jpg_fadfe17ef3.webp",
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    "article_sentence": "The companies are targeting a first test chip around May or June 2027 and volume production around the third quarter of 2028."
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