Analyst Dan Ives Hails Terafab as Path to Tesla-SpaceX Merger and $600 PT
Wedbush's Dan Ives views Terafab as accelerating Tesla's AI strategy amid chip shortages, positioning it as an AI powerhouse and first step toward a 2027 Tesla-SpaceX merger. Maintains Outperform rating with $600 TSLA target despite uncertain timeline. Notes suppliers like TSMC can't meet demand.
Key facts
- First step to Tesla-SpaceX merger in 2027
- $600 TSLA price target
- Addresses chip supply constraints for AI
this is the first step to ultimately what will be Tesla and SpaceX combining forces in a merger likely in 2027
How the story unfolded
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- stocktwits.com Elon Musk’s Terafab Project First Step Towards Tesla-SpaceX Merger, Says Wedbush Tesla Inc.’s (TSLA) Terafab project will set the foundation for the EV giant to become an artificial intelligence powerhouse over the coming years, according to Wedbush analyst Dan Ives.
- Solving The Money Problem Elon’s Terafab Project & Tesla-SpaceX Merger: SpaceX Investor Speaks - YouTube ► AG1 https://drinkAG1.com/SMR (FREE Welcome Kit: Vitamin D3+K2 & Travel Packs) ► Join Patreon: https://www.patreon.com/solvingthemoneyproblem ► Follow me on...
- @SawyerMerritt Post
- teslarati.com Tesla officially begins sunset of Model S and Model X Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry ... Ives calls Terafab the “first step” toward full operational integration.
- @DeItaone Post
- @Teslarati Post
- eletric-vehicles.com Wedbush Says Terafab Is 'First Step' Toward Tesla-SpaceX Merger 'Likely in 2027' | EV Wedbush Securities said Tesla‘s ... in 2027.” · Analyst Daniel Ives, one of Wall Street’s most vocal Tesla bulls, reiterated an Outperform rating and $600 price target on the stock in a note published Tuesday....
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- mexc.com Tesla (TSLA) Stock Rises as Wedbush Analyst Hails Terafab as Revolutionary Development | MEXC News Daniel Ives of Wedbush Securities ... Street-leading $600 price objective after CEO Elon Musk revealed plans for an extensive chip manufacturing initiative dubbed Terafab....
- @MollySOShea Post
- tipranks.com Daniel Ives Doubles Down on Tesla Stock, Calls TeraFab Push an ‘Emerging AI Powerhouse’ - TipRanks.com Ives is a five-star analyst on TipRanks, ranking #717 out of 12,128 analysts tracked. He has a 51% success rate and an average return per rating of 11.30%. Musk announced that SpaceX and Tesla will build two advanced chip factories in Austin, Texas.
- parameter.io Tesla (TSLA) Stock Rises After Wedbush Analyst Hails Terafab Chip Plant as Transformative - Parameter Wedbush analyst Daniel Ives has reaffirmed his optimistic stance on Tesla, maintaining a Buy rating alongside his Wall Street-leading $600 price target after CEO Elon Musk revealed plans for an ambitious chip manufacturing initiative dubbed Terafab.
- benzinga.com Dan Ives Says Tesla's Terafab Project Is Hinting Towards Merger With SpaceX—Predicts Nearly 55% TSLA Upsi - Benzinga Investor Dan Ives, who is the managing director of Wedbush Securities, thinks that the Tesla Inc. (NASDAQ:TSLA) Terafab AI chip project could be hinting towards a possible SpaceX merger next year.
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- seekingalpha.com Tesla and SpaceX's Terafab project likely signals first step toward merger: Wedbush | Seeking Alpha Terafab is expected to accelerate Tesla and SpaceX's AI development by ensuring chip and memory supply, helping the companies overcome current constraints and enabling ambitious AI projects like FSD, Cybercab, and Optimus.
- tickerreport.com Tesla, Inc. $TSLA Shares Sold by Wealth Management Partners LLC - Ticker Report Positive Sentiment: Chip-equipment and supplier tailwinds — Markets are already pricing potential beneficiaries of Musk’s fab plans (ASML, Applied Materials, etc.), which validates Terafab’s economic ripple across the semiconductor supply chain. Chip Gear Stocks Jump · Neutral Sentiment: Merger/speculation headlines — Analysts (e.g., Dan Ives) are speculating about a possible Tesla?SpaceX tie-up or merger down the road tied to Terafab; this is highly speculative and could swing sentiment but is
- blockonomi.com Tesla (TSLA) Stock Rises as Wedbush Analyst Hails Terafab as Revolutionary Development - Blockonomi Daniel Ives of Wedbush Securities ... Street-leading $600 price objective after CEO Elon Musk revealed plans for an extensive chip manufacturing initiative dubbed Terafab....
- coincentral.com Tesla (TSLA) Stock Jumps as Wedbush Calls Terafab a Game-Changer - CoinCentral Wedbush analyst Daniel Ives is sticking with his bullish Tesla call, reiterating a Buy rating and Street-high $600 price target following CEO Elon Musk’s announcement of a massive chip factory project called Terafab.
- dailypolitical.com Wealth Management Partners LLC Cuts Stake in Tesla, Inc. $TSLA - Daily Political Positive Sentiment: Chip-equipment and supplier tailwinds — Markets are already pricing potential beneficiaries of Musk’s fab plans (ASML, Applied Materials, etc.), which validates Terafab’s economic ripple across the semiconductor supply chain. Chip Gear Stocks Jump · Neutral Sentiment: Merger/speculation headlines — Analysts (e.g., Dan Ives) are speculating about a possible Tesla‑SpaceX tie-up or merger down the road tied to Terafab; this is highly speculative and could swing sentiment but is
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- defenseworld.net Defender Capital LLC. Purchases 5,080 Shares of Tesla, Inc. $TSLA - Defense World Positive Sentiment: Wedbush analyst Daniel Ives reiterates a bullish view on Tesla and calls the Terafab chip push “an emerging AI powerhouse,” supporting upside thesis for Tesla’s AI/robotics roadmap and the stock’s re-rating.
- Solving The Money Problem BRUTAL ROAST of Elon's "Terafab" Skeptics
- teslarati.com Tesla 'Killer' heads to the graveyard as AFEELA taps out Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry ... Ives calls Terafab the “first step” toward full operational integration.
- @tslaming Post
- dailypolitical.com Tesla, Inc. $TSLA Shares Sold by Moody National Bank Trust Division - Daily Political Positive Sentiment: Wedbush analyst Daniel Ives reiterates a bullish view on Tesla and calls the Terafab chip push “an emerging AI powerhouse,” supporting upside thesis for Tesla’s AI/robotics roadmap and the stock’s re-rating.
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- themarketsdaily.com Norden Group LLC Has $11.72 Million Stock Position in Tesla, Inc. $TSLA - Markets Daily Positive Sentiment: TeraFab / AI chip narrative draws bullish analyst support — Wedbush and others continue to call Tesla an emerging AI/semiconductor play after the Terafab chip-factory effort, which boosts the company’s long-term “physical AI” thesis. Dan Ives: Terafab Upside
- finance.yahoo.com Tesla's Next Chapter May Be Even Bigger 1%. On top of that, the two companies recently announced a joint Terafab facility, which starts to blur the lines between their operations. Wedbush analyst Dan Ives sees this as early groundwork, though he also flagged that any deal would ...
- @SawyerMerritt Post
- letsdatascience.com Analyst Predicts Tesla Merges With SpaceX | Let's Data Science In a March 2026 research note, Wedbush analyst Dan Ives reiterates his prediction that Tesla and SpaceX will merge in 2027, citing Tesla's converted $2 billion xAI stake in SpaceX and a joint TERAFAB chip facility.
- dailypolitical.com Tesla, Inc. $TSLA Shares Sold by Riverbridge Partners LLC - Daily Political Positive Sentiment: TeraFab / AI chip narrative draws bullish analyst support — Wedbush and others continue to call Tesla an emerging AI/semiconductor play after the Terafab chip-factory effort, which boosts the company’s long-term “physical AI” thesis. Dan Ives: Terafab Upside
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- @herbertong Post
- tipranks.com ‘Tesla and SpaceX Could Merge in 2027,’ Says Dan Ives - TipRanks.com Earlier this year, regulatory filings officially linked Tesla and SpaceX financially, and more recently, both companies announced a joint “Terafab” facility in Austin. This project includes two advanced chip factories: One is focused on Tesla’s AI needs for vehicles and Optimus robots ... According to Ives, this is the “first step” toward full integration.
- finance.biggo.com Wedbush Analyst Predicts Tesla-SpaceX Merger by 2027, Citing AI Ambitions and Terafab Project — BigGo Finance In a recent research note, Wedbush Securities analyst Dan Ives argued that the once far-fetched idea of combining the two Musk-led companies is now gaining concrete traction. The prediction comes as Tesla and SpaceX have officially linked their financial and operational destinies through a joint semiconductor manufacturing venture ...
- teslarati.com Tesla and SpaceX to merge in 2027, Wall Street analyst predicts Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry ... Ives calls Terafab the “first step” toward full operational integration.
- tickerreport.com Tesla, Inc. $TSLA Shares Sold by Riverbridge Partners LLC - Ticker Report Positive Sentiment: TeraFab / AI chip narrative draws bullish analyst support — Wedbush and others continue to call Tesla an emerging AI/semiconductor play after the Terafab chip-factory effort, which boosts the company’s long-term “physical AI” thesis. Dan Ives: Terafab Upside
- stocktwits.com TSLA Stock In Focus After Wedbush Reiterates $600 Price Target – Firm Expects Tesla And SpaceX To Merge In 2027 “While there are plenty of regulatory hurdles from the FTC and DOJ, this remains Musk’s end goal by owning 25% of TSLA over time as it enters the most important growth chapter in the company’s history,” Wedbush stated, according to a note on X that was reposted by the firm’s Global Head of Tech Research, Dan Ives.
- tradingview.com Tesla's Next Chapter May Be Even Bigger — TradingView News 1%. On top of that, the two companies recently announced a joint Terafab facility, which starts to blur the lines between their operations. Wedbush analyst Dan Ives sees this as early groundwork, though he also flagged that any deal would ...
- notateslaapp.com Tesla Releases Q1 2026 Delivery Estimates From Analysts A recently issued research note ... by 2027. Ives argues that the groundwork is already actively being laid and points to the newly announced Terafab project as the ultimate catalyst for this historic combination....
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- notateslaapp.com Elon hints at adding lossless audio and AirPlay support to Teslas A recently issued research note ... by 2027. Ives argues that the groundwork is already actively being laid and points to the newly announced Terafab project as the ultimate catalyst for this historic combination....
- notateslaapp.com Tesla Removes Disney+ App From Vehicles - Here's How to Get It Back A recently issued research note ... by 2027. Ives argues that the groundwork is already actively being laid and points to the newly announced Terafab project as the ultimate catalyst for this historic combination....
- news.futunn.com Speculation on 'Master Plan 5.0': Wedbush predicts Tesla and SpaceX may undergo a historic merger next year. Ives believes that the recent joint announcement by SpaceX and Tesla to build the Terafab megafactory further deepens the integration of their operations.
- notateslaapp.com Tesla Optimus Gains Human-Like Hands as Gen 3 Reveal Nears A recently issued research note ... by 2027. Ives argues that the groundwork is already actively being laid and points to the newly announced Terafab project as the ultimate catalyst for this historic combination....
- techi.com Tesla Stock Today (TSLA): $372, HSBC Cuts to $119, Cybercab April Launch | 2026 The two-door autonomous coupe — ... units rolling off the line transforms Cybercab from concept to reality. Terafab creates a vertical moat....
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- notateslaapp.com Wall Street Analyst Predicts Tesla & SpaceX Will Merge by 2027 Wedbush analyst Dan Ives predicts a merger between Tesla and SpaceX by 2027, noting that the Terafab project is the first step toward a unified AI empire.
- stockpickz.com The SpaceX IPO: The Biggest Market Debut in History Wedbush analyst Dan Ives (one of the more credible voices covering Musk’s empire) has publicly predicted that Tesla and SpaceX will fully merge by 2027, calling Terafab the first step toward full integration.
- notateslaapp.com New AI Breakthrough May Bring Full FSD V14 to Tesla’s HW3 Vehicles A recently issued research note ... by 2027. Ives argues that the groundwork is already actively being laid and points to the newly announced Terafab project as the ultimate catalyst for this historic combination....
- finance.yahoo.com Tesla Appears to Have a New Master Plan... and SpaceX Is a Huge Part of It One would serve Tesla's AI needs for its vehicles and Optimus robots. The other would target space-based data centers under SpaceX's vision. Ives calls the Terafab the "first step" toward full operational integration between the two companies.
- barchart.com Tesla Appears to Have a New Master Plan... and SpaceX Is a Huge Part of It Ives calls the Terafab the "first step" toward full operational integration between the two companies.
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- aol.com Elon Musk Will Merge Tesla With SpaceX Within 5 Years An example is his recently unveiled Terafab project to build a massive chip factory that will require the efforts of Tesla, SpaceX, and xAI. Merging SpaceX with xAI will enable Musk to consolidate the two companies' efforts and more easily unify ...
- finance.yahoo.com Tesla Surges 5%: Delivery Hopes, Terafab, and SpaceX Buzz Are All Converging at Once Tesla’s energy storage segment projects record 14.4 GWh deployments in Q1, growing faster than vehicles; Terafab vertical integration addresses immediate chip supply constraints as AI training compute doubles in H1 2026.
- teslahubs.com Wall Street Analyst Predicts Tesla & SpaceX Will Merge by 2027 – Hub Tesla and SpaceX could soon be combined into a single company, according to Wedbush Securities analyst Dan Ives. In a recently issued research note, he predicted that Elon Musk's two most valuable companies would merge into a single entity by 2027.
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- gurufocus.com SpaceX and Tesla Could Merge by 2027, Predicts Analyst Ives emphasized that Musk's ambition to gain greater control within the AI ecosystem could be a driving force behind this potential merger. The collaboration at the Terafab factory and Tesla's existing shareholding in SpaceX further intertwine ...
- finance.biggo.com SpaceX IPO Sparks Capital Crowding-Out Fears; Analysts Predict Tesla Merger by 2027 — BigGo Finance Shortly after SpaceX released its prospectus, well-known Wedbush analyst Dan Ives and his team issued a research report floating this bold prediction. Ives noted that Tesla already holds a stake in SpaceX, while the Terafab factory jointly operated ...
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- tipranks.com Wedbush Analyst Dan Ives Bets that SpaceX and Tesla ‘Will Eventually Merge into One Company in 2027’ - TipRanks.com The two firms are working together on several major projects, including a high-tech chip-making facility known as Terafab and the development of a shared digital AI assistant.
- es-us.finanzas.yahoo.com Acciones de Tesla suben tras rumores de una histórica fusión con SpaceX Wedbush afirmó que la instalación conjunta Terafab, recientemente anunciada entre Tesla y SpaceX, refuerza aún más esta tesis al crear solapamientos operativos. Ives enmarcó la posible combinación como parte del impulso más amplio de Musk para controlar una mayor parte del ecosistema de la IA.
- en.oninvest.com Wedbush analyst predicted a Tesla and SpaceX merger in 2027 – Oninvest Dan Ives believes that the merger of Elon Musk's two companies is possible, as Tesla already owns a stake in SpaceX, and the Terafab joint venture (a project to build a factory for the production of next-generation AI chips) will further link ...
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- businessinsider.com SpaceX and Tesla Could Merge Next Year, Tech Bull Dan Ives Says - Business Insider SpaceX and Tesla are working together on joint Terafab project, intended to make AI chips for Tesla's robotaxis and humanoid robots. Elon Musk · announced the joint project between SpaceX, xAI, and Tesla in March.
- benzinga.com Elon Musk Mega-Merger? Dan Ives Puts SpaceX Tesla Tie-Up Odds At 80% - Tesla (NASDAQ:TSLA) - Benzinga Wedbush said the recently announced joint Terafab facility between Tesla and SpaceX further strengthens the case by creating operational overlap. Ives framed the potential combination as part of Musk's broader push to control more of the AI ecosystem.
- datacenterknowledge.com SpaceX IPO Filing Recasts Company as AI Infrastructure Giant The company argues that reusable rockets and high launch cadence could enable deployment of large-scale orbital compute and energy systems at levels unavailable to terrestrial operators. The filing additionally references a proposed “Terafab” manufacturing initiative involving Tesla and Intel aimed at chip production and compute hardware integration, though the company says details remain under development.
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- thestreet.com Elon Musk's Startling Message on SpaceX-Tesla Merger - TheStreet In March 2026, Tesla, SpaceX, and xAI announced Terafab, a joint chip manufacturing facility originally pegged at $25 billion.
- thelec.net Could SpaceX Merge With Tesla? Bullish and Bearish Views Clash < IT·Gaming < 기사본문 - The Elec Inc. Tesla, SpaceX and xAI have also announced plans to jointly build a $25 billion semiconductor manufacturing complex in Texas called "Terafab." When SpaceX acquired xAI in February, foreign media outlets reported Tesla had also been considered ...
- fool.com Could a SpaceX-Tesla Merger Happen Earlier Than Expected? | The Motley Fool SpaceX and Tesla work together on many projects, including Terafab. For Elon Musk, combining the companies makes a lot of sense as it would help combine their resources. Analyst Dan Ives believes a merger could happen in 2027.
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- @QinShiHuang445 Post
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- heygotrade.com SpaceX in Focus: FAA, IPO Hype, Tesla Merger Talk Musk has already folded xAI into SpaceX this year, establishing a clear consolidation precedent for investors. Tesla and SpaceX are now collaborating on Terafab, a large-scale chip manufacturing initiative.
- @geopolythink Post
- tesery.com Tesla-SpaceX Merger: Inevitable or Overblown? IPO Catalyst, $3.5T Combined Valuation, Terafab, $697M Megapack Deal, Wedbush 80-90% Odds vs. Kalshi 33% Terafab: Joint chip factory on Giga Texas campus — one factory for Tesla AI/FSD/Optimus, one for SpaceX satellites; the physical blueprint of a post-merger entity · Odds: Wedbush (Dan Ives) 80–90% probability, H1 2027 target ·
- ca.finance.yahoo.com Tech stocks today: Dell stock soars on AI sales, Anthropic overtakes OpenAI as world's most valuable AI startup In this case, however, although the two firms are sharing resources and working together on projects like the upcoming Terafab chip plant and orbital data centers, a tie-up would really be about one thing: control.
- teslarati.com The Tesla and SpaceX merger everyone is talking about is quietly building Predicting a triple merger with ... ways, trending towards convergence.” Tesla and SpaceX announced a joint semiconductor fabrication facility in Austin called Terafab on the Gigafactory Texas campus, covering two advanced ...
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- eu.36kr.com Tesla and SpaceX Merger: Elon Musk's Secret Plan Aims for $3.6 Trillion Valuation Anyway, most of the structural foundation work for the merger is ready. The announcement of Terafab, the merger of xAI, the shared supply chain, cross - company balance - sheet transactions, and SpaceX's IPO all point in the same direction.
- foreignpolicyjournal.com Tesla (NASDAQ: TSLA) And SpaceX (NASDAQ: SPCX) Merger Talk Gains Serious Traction On Wall Street The two companies are also collaborating on the Terafab semiconductor manufacturing facility, which is expected to produce advanced chips for multiple Musk-led enterprises. SpaceX brings a dominant launch business, the rapidly expanding Starlink satellite network, and AI capabilities through its links to xAI, while Tesla contributes large-scale manufacturing, energy storage, and an ambitious robotics program. Ives has described such a combined entity as the “holy grail” of Musk’s empire-building
- fool.com Why a Tesla and SpaceX Merger Would Not Be Great News for Tesla Shareholders | The Motley Fool Terafab looms large in the discussion because Musk outlined that Tesla would build the research fabrication plant, with SpaceX taking "care of like the initial phase of the scaled-up Terafab."
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- coincentral.com Tesla (TSLA) Stock Falls as OpenAI Launches Humanoid Robotics Division - CoinCentral The two companies are also jointly building a chip fabrication plant in Texas, called Terafab, and are working together on orbital data centers. Wedbush analyst Dan Ives has put an 80% probability on a Tesla and SpaceX merger ...
- benzinga.com What Happens To TSLA If It Merges With SpaceX? Prediction Markets May Have An Answer - Tesla (NASDAQ:TSLA - Benzinga The two companies are increasingly running like divisions of the same conglomerate. Terafab, their joint semiconductor plant on the Giga Texas campus, is being built to produce chips for both Tesla’s AI ambitions and SpaceX satellites.
- fool.com Reports of a Future SpaceX-Tesla Merger Are Picking Up Steam. But Is Such a Complex Deal Actually Feasible? | The Motley Fool Wedbush analyst Dan Ives also sees a merger happening next year, as Tesla already owns a stake in SpaceX and the two companies jointly own a terafab facility.
- @terafabupdates Post
- memeburn.com Elon Musk Bitcoin Holdings Could Become the 5th Largest Corporate Treasury if Tesla and SpaceX Merge - Memeburn Together, they are building Terafab, a $55 billion semiconductor fabrication facility in Texas with Intel as the manufacturing partner. The project could scale to $119 billion and aims to produce one terawatt of AI compute per year.
- fortune.com Elon Musk wants to merge SpaceX and Tesla into a $3.4 trillion giant. The problem: it would lose money from day one | Fortune Analysts are predicting sharp increases from those levels as Tesla ramps spending on AI infrastructure for self-driving cars, Optimus and robotics facilities, and its Terafab project. So both sides as stand-alones harbor gigantic investment needs that will far outstrip their ability to garner cash from their basic businesses in the years ahead. Those extra tens of billions have to come from somewhere. The S-1 suggests that SpaceX will float more stock and issue debt to fill the void.
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- AI Stocks Report with Warren Redlich Tesla + SpaceX: If Not Merger, What Else?
- magnifypost.com Will SpaceX IPO make Elon Musk a trillionaire? ~ MagnifyPost.com Analysts expect to see a 2027 merger of SpaceX and Tesla, which is increasingly focused on robotics, energy, and autonomous transport. The two companies are already jointly developing some projects, such as the giant semiconductor manufacturing plant Terafab.
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- investing.com Wedbush sees Tesla and SpaceX merger in 2027 after IPO By Investing.com The firm pointed to a recently announced joint Terafab facility between SpaceX and Tesla as further tying both operations together. Wedbush said the facility creates operational overlap that makes a merger more feasible.
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- economictimes.indiatimes.com SpaceX seeks a record $75 bn in stock market debut - The Economic Times His plan is to use SpaceX's rockets ... billion to build a "Terafab" semiconductor factory in Texas, producing chips for artificial intelligence as well as robotics....
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- eletric-vehicles.com Wedbush Sees Over 80% Change of a Tesla-SpaceX Merger in 2027 | EV The joint Terafab chip facility, the analysts wrote, “further ties both operations together,” and represents a first step toward merging them. Ives has described the project as the connective tissue between Musk’s companies rather than a standalone Tesla effort.
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- businessinsider.com SpaceX's president hints at a Tesla merger: 'That might make Elon's life a little easier' The two companies have shared employees ... collaborating on a $55 billion "Terafab" chip-making moonshot that will build semiconductors for SpaceX's AI satellites, as well as Tesla's robotaxis and humanoid robots....
- polymarket.com Tesla and SpaceX merger officially announced by...? Predi... 2026 | Polymarket The companies already share deep operational ties, including SpaceX’s $697 million in Tesla Megapack purchases and joint planning for the Terafab semiconductor facility to support AI infrastructure. With SpaceX’s anticipated June 2026 listing expected to value it near $1.75 trillion, analysts such as Wedbush’s Dan Ives see 80%+ odds of a post-IPO merger in 2027 driven by AI synergies and Musk’s control.
- tradingview.com Tesla-SpaceX Merger Speculation Heats Up As Analysts Clash Ahead Of SpaceX IPO — TradingView News He has described such a merger as the “holy grail” for Musk, as it would allow him to better own and control the broader AI ecosystem. Ives has pointed to existing operational connections between the two companies, including the joint Terafab facility in Austin, as evidence that the groundwork for integration is already being laid.
- news.google.com What happens if Tesla and SpaceX merge? The two firms and Intel are partnering on Terafab to design, build, and scale up a new set of AI microchips for use in Tesla’s Optimus robots and trucks, as well as SpaceX’s planned orbital data centers.
- basenor.com SpaceX President Says Tesla Merger Is Possible — Here's What We Know The two companies are also co-investors in "Terafab," a joint facility with Intel for manufacturing AI microchips, with a first-phase cost estimated at $55 billion. In other words, the operational and financial overlap between Tesla and SpaceX ...
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- qz.com SpaceX president Gwynne Shotwell floats Tesla merger on IPO day Tesla holds a stake in SpaceX, the two are jointly developing a chip manufacturing project called Terafab, and SpaceX spent $131 million on Cybertrucks in 2025, according to SpaceX's IPO filing.
- eciks.org SpaceX president Gwynne Shotwell opens door to Tesla merger, saying combined company could make Elon Musk's life easier “We see major hurdles including ... Tesla-SpaceX merger by 2027, citing joint development of Terafab, a facility to produce semiconductors, and shared AI platforms....
- ts2.tech Tesla Draws Attention as Traders Raise SpaceX Merger Bets on Record IPO Dan Ives at Wedbush wrote Thursday that he sees Tesla and SpaceX merging next year, and called it the “holy grail” for Musk’s AI play, Business Insider said. Tesla and SpaceX already cross over on some projects such as the Terafab chip, the report said, and Tesla’s earlier xAI investment turned into a SpaceX stake when SpaceX merged with xAI in February, according to Business Insider.
- fortune.com SpaceX president hints at Tesla merger post-IPO: ‘That might make Elon Musk’s life a little easier’ | Fortune Shotwell didn’t elaborate on the specific synergies that exist between Tesla and SpaceX, but the two companies are already collaborating in some areas, including jointly running Musk’s planned $55 billion “Terafab” facility, which will produce chips for robotics and space travel.
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- kucoin.com Speculation Grows Over Potential Merger Between Tesla and SpaceX | KuCoin Both parties are also advancing the Terafab chip factory project, which is reportedly valued at $55 billion and aims to provide chip production capacity for SpaceX’s orbital data centers, as well as Tesla’s Robotaxi and robotics businesses.
- businessinsider.com Why Elon Musk Might Want to Merge Tesla and SpaceX - Business Insider Tesla and SpaceX are also collaborating on Terafab, a $55 billion chip-building megafactory that aims to produce chips for SpaceX's orbital data centers as well as Tesla's robotaxis and robots.
- ibtimes.com.au SpaceX Could Acquire Tesla — and Wall Street Is Now Treating It as a Real Possibility The two companies are also jointly developing "Terafab," a $55 billion chip manufacturing facility in Austin, Texas, co-built with Intel, which will produce semiconductors for AI, robotics, and space systems.
- nytimes.com Elon Musk’s Next Move May Be a Mega-Merger of SpaceX and Tesla - The New York Times The rocket company already has various links to Tesla. They plan to jointly produce A.I. chips at a proposed factory called Terafab and develop A.I.
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- finance.yahoo.com Tesla Stockholders Bet on SpaceX Merger as Musk’s Real Endgame Where the companies dovetail is in artificial intelligence — and the extensive amount of cash needed to fund its development. SpaceX absorbed xAI, parent of the Grok chatbot and the social media site formerly known as Twitter, in February. Now, it's embarking on a semiconductor manufacturing joint venture with Tesla dubbed the Terafab.
- expressnews.com SpaceX IPO fuels more speculation of a merger with Tesla. Here's why. More critically, the two are teaming up on Terafab, the name Musk gave to the massive development project he says will result in the world’s largest chip manufacturing plant, which is currently aiming for a sprawling site near College Station.
- news.futunn.com Musk's Endgame? Baird: Over 80% Probability That Tesla and SpaceX Will Merge Within 18 Months In February this year, SpaceX acquired ... Tesla called Terafab, entering the chipmaking sector. Kallo noted that both companies share common needs for scaling operations, and a merger would allow them to 'mutually benefit from greater scale.' The core challenge of any merger lies ...
- statesman.com SpaceX IPO fuels more speculation of a merger with Tesla. Here's why. More critically, the two are teaming up on Terafab, the name Musk gave to the massive development project he says will result in the world’s largest chip manufacturing plant, which is currently aiming for a site near College Station.
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- thestreet.com SpaceX’s 32% crash may force Musk into radical move - TheStreet Wedbush’s argument rests on accelerating operational overlap, including Tesla’s $2 billion investment in xAI before SpaceX absorbed it, shared supply-chain relationships, and the joint Terafab semiconductor project in Texas.
- fool.com One Wall Street Analyst Sees 50% Upside in SpaceX. Why I'm Still Not Buying the Stock. | The Motley Fool One of those businesses is the wireless industry, with the analyst noting that the mobile market for Starlink could eventually become bigger than its satellite internet offering. He's bullish on that business as well, believing it could increase its capacity to serve hundreds of millions of customers. He noted that if Elon Musk's prediction of $1 trillion in revenue by 2030 is anywhere close, SpaceX could be a $10 trillion company. Horan did say that Musk's Terafab chip foundry an
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