52. SPACEX + TESLA MERGER TALKS
from Stay Winning Podcast Hosted by Stay Winning Wealth
SpaceX just posted its first quarterly profit as a public company: $4.4 billion net income on $14.6 billion revenue, with its Super Intelligence AI division overtaking Starlink as the biggest revenue source. And Elon Musk just confirmed the headline: SpaceX and Tesla have formed independent special committees to study a merger.Wall Street is calling the deal inevitable. Musk is calling it "a good idea", but "not certain." Musk has recused himself from the discussions over conflicts of interest, and any deal would require approval from a majority of all Tesla shares. SpaceX popped ~8% on the news.And tonight, the earnings verdict lands: Tesla and Meta report after the bell, Tesla on capex and margins, Meta on whether its AI spending is turning into profit. Meanwhile Super Micro guided 27% above consensus (+11%), Netflix slid on a weak forecast, and Ken Griffin warned there are "almost certainly bubbles" inside the AI rally.Going live on all of it:SpaceX's first public profit, and how an AI division outgrew StarlinkThe merger mechanics: special committees, Musk's recusal, and what approval actually takesWhy Wall Street says "inevitable" and Musk says "not certain"Super Micro's beat vs. Netflix's miss: one earnings night, two verdictsGriffin's bubble warning vs. tonight's numbers, who's right?What Tesla must prove tonight: capex, margins, free cash flowWhat Meta must prove about AI spendingBitcoin pushing $84K on a $526M ETF inflow dayYour Q&AEducational content only, not financial advice. Markets involve risk, including loss of principal. Merger discussions are developing and no terms have been agreed. Do your own research and consult a qualified professional.#SpaceX #Tesla #ElonMusk #Meta #Earnings #StockMarket #AI #Mergers #Investing #FinancialLiteracy #StayWinning
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