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Gerber argues combining Tesla and SpaceX into one public company would give investors exposure to all businesses in a single, compelling investment opportunity.
Editorial companion
Ross Gerber told CNBC International Live he is 100 percent certain Tesla and SpaceX will merge, arguing investors would prefer a single 'one-stop' asset that bundles cars, batteries, autonomy, solar and rockets. The line matters because merger chatter exposes what many investors want: concentrated exposure to perceived future winners, even when combining a public carmaker with a private launch company raises governance and regulatory red flags. With Tesla's revenue cooling and profits under pressure, the claim is a reminder that narrative can outpace cash flows, especially with inflation and a rates-focused Federal Reserve pressuring multiples.
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