Barron's associate editor says Tesla-SpaceX merger is inevitable within 12 to 18 months

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Barron's associate editor Al Root stated that a merger between Tesla and SpaceX is inevitable and likely to occur within 12 to 18 months. He noted that both companies are focused on AI, share common ownership under Elon Musk, and are already collaborating on chips and AI applications that could run on idle Teslas. Root also discussed Tesla's Robotaxi expansion, acknowledging progress with launches in three states and about five cities but noting the service remains much smaller than Waymo, with significant earnings now expected in 2027 rather than 2026. He highlighted the importance of Tesla's robotics business alongside Robotaxis, comparing it to SpaceX's Starlink and orbital AI segments, and mentioned that RBC recently raised its Tesla price target to $500 based on a potential SpaceX combination.

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Article states a Tesla-SpaceX merger is inevitable, and RBC raised Tesla price target to $500 based on potential combination.

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