Tesla–SpaceX Merger Talks, Netflix’s Slowdown and an End-to-End AI Marketing Platform

SpaceX's AI cloud pricing and Netflix's ad-tech rollout delays are the near-term swing factors investors should watch, per guest analysts.

• SpaceX AI business tripled: SpaceX's superintelligence/cloud revenue roughly tripled quarter-over-quarter, with Elon Musk citing 10GW of incremental data center capacity planned for 2027, per TMF Associates' Tim Farrar.
• Tesla-SpaceX merger floated: Musk confirmed special committees at both companies are exploring a merger; Farrar says Tesla is 'never been valued as a car company' and sees synergies, but a combined entity's slower-growing Tesla revenue could dilute SpaceX's trajectory.

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