Tesla’s Next Act? Wall Street Begins Weighing a SpaceX Combination
Key takeaways
- The electric vehicle maker has climbed more than 30% since early April and is now trading near $440 a share, reclaiming levels that seemed distant only a few weeks ago.
- Much of the recent optimism has centered on Tesla’s long-term opportunities in full self-driving technology, robotaxis, and the Optimus humanoid robot program.
- Recent weeks have seen growing reports suggesting Elon Musk has explored the idea of combining Tesla with SpaceX (NASDAQ:SPCX), his privately held aerospace and satellite business.
Tesla’s Next Act? Wall Street Begins Weighing a Space X Combination Fiona Craig Sat, May 30, 2026 at 9:57 PM GMT+7 4 min read TSLA SPAX.PVT tesla red car NEW SIZE ©Steve Jurvetson Tesla (NASDAQ:TSLA) has staged an impressive recovery since reaching a multi-month low earlier this spring. The electric vehicle maker has climbed more than 30% since early April and is now trading near $440 a share, reclaiming levels that seemed distant only a few weeks ago.
Much of the recent optimism has centered on Tesla’s long-term opportunities in full self-driving technology, robotaxis, and the Optimus humanoid robot program. While those themes remain key pillars of the investment case, a new discussion is beginning to gain traction among investors—one that could dramatically reshape how Tesla is valued in the years ahead.
Recent weeks have seen growing reports suggesting Elon Musk has explored the idea of combining Tesla with SpaceX (NASDAQ:SPCX), his privately held aerospace and satellite business.