Tesla (TSLA) shares fell over 1% in overnight trading leading into May 18, 2026.
Investor Gene Munster reignited merger speculation by estimating a greater than 50% probability of a deal. Munster expects the companies to combine within five years. Reports suggest a SpaceX IPO could launch within days at a valuation exceeding $2 trillion.
Investors expressed mixed reactions regarding the potential formation of an AI and robotics giant. Some retail traders fear the SpaceX IPO will divert capital away from Tesla stock.
Stocktwits sentiment for Tesla remains bullish. Sentiment for SpaceX is currently extremely bullish. Discussion volume for both companies remains high on the platform.