by Coinstrooper Crypto Articles
Quick Take
  • Wedbush’s Dan Ives says a Tesla-SpaceX merger has better-than-80% odds within the next year and a half.
  • He argues the combined firm could become the world’s largest company by market value.
  • The remarks came during a wider debate about whether the AI-driven bull market can keep climbing.
  • Ives and Fundstrat’s Tom Lee were responding to a selloff that had pushed semiconductor stocks down about 19% from their highs.

What Happened

A merger would give investors exposure to Tesla’s AI ambitions and SpaceX’s rocket and satellite business under one ticker.

Whether Musk moves toward combining a public automaker with a private, rocket-launching AI company remains an open question. So does how regulators would view combining two companies of that size.

Market Context

Wedbush’s Dan Ives says a Tesla-SpaceX merger has better-than-80% odds within the next year and a half. He argues the combined firm could become the world’s largest company by market value.

The remarks came during a wider debate about whether the AI-driven bull market can keep climbing. Ives and Fundstrat’s Tom Lee were responding to a selloff that had pushed semiconductor stocks down about 19% from their highs. The S&P 500, meanwhile, sat only 2.6% off its record.

Ives made a similar prediction to CNBC in July. He put better-than-80% odds on SpaceX taking over Tesla. That topped the 69% chance Kalshi’s prediction market assigned to a merger before 2028.

Why It Matters

Ives has also built his bull case partly on the U.S.-China chip gap. He has said demand for AI chips outstrips supply by roughly 13 to 1. He expects that gap to persist for years.

Ives did not detail how a merger would be structured or when shareholders might vote on it.

Details

The Case for a Tesla-SpaceX Merger

Ives argued that Tesla (TSLA) and SpaceX (SPCX) are converging on shared technology and data infrastructure. The two Elon Musk-led firms share more than just a founder, he said.

Ives has described physical AI, meaning autonomous technology and robotics, as the industry’s biggest prize. He ties the Tesla-SpaceX case directly to that theme.

“Tesla and SpaceX ultimately merge.”

Dan Ives, The Compound podcast

SpaceX’s own stock has swung sharply since its June debut, a pattern one BeInCrypto analysis compared to Meta’s 2012 crash.

The post Dan Ives Puts Tesla-SpaceX Merger at 80% Odds: Will it Become the World's Biggest Company? appeared first on BeInCrypto.