100% Tesla and SpaceX will merge, the combined entity will be must-have for investors: Ross Gerber

Ross Gerber, President and CEO of Gerber Kawasaki, stated on CNBC International that he believes there is a 100% chance Tesla (TSLA) and SpaceX (SPCX) will eventually merge. Gerber argued that a combined corporate entity would consolidate Elon Musk's various technology and operational ventures—including artificial intelligence unit xAI, Starlink, robotics, and electric vehicles—into a single, highly compelling 'must-have' asset for global portfolios. Gerber highlighted operational entanglements between the companies, particularly noting that critical AI infrastructure and operating systems powering Tesla's autonomous ambitions are heavily intertwined with xAI and SpaceX assets. While acknowledging significant valuation, legal, and shareholder hurdles associated with orchestrating such a transaction, he noted that Tesla's substantial cash reserves and robust revenue generation could complement SpaceX's rapid growth potential. Overall, Gerber emphasized that resolving structural complexities through a corporate combination would simplify governance and unlock substantial long-term shareholder value across both ecosystems.