Motley Fool Predicts Tesla-SpaceX Megamerger on AI Capex Surge

Merger speculation intensified after SpaceX’s May 21 IPO filing revealed $890M in related-party revenue and Tesla’s converted 19M SpaceX shares. Legal setbacks earlier in May—including an Australian judge’s rebuke on May 14, a $10,600 FSD loss on May 18, and Musk’s OpenAI suit dismissal—had pressured shares, which fell 3% and guided negative free cash flow. Wedbush raised merger odds to 80% on May 21, with renewed chatter on May 26 as SpaceX nears its Nasdaq debut; the June 2 Motley Fool note cites $10.1B SpaceX Q1 AI spend and Tesla’s planned $25B capex as catalysts.