AI & Tech M&A
Major acquisitions and strategic investments involving AI companies, talent acquisition, and technology infrastructure reshaping competitive dynamics.
8 events tracked
Latest in AI & Tech M&A· Oct 21
Elon Musk is exploring a merger between Tesla and SpaceX as Tesla's earnings deteriorate, according to statements from Musk and reports on preliminary discussions between the two companies. A combination would create a vertically integrated entity spanning electric vehicles, energy storage, and space infrastructure, requiring massive financing and regulatory approval. The deal structure would determine whether Tesla shareholders face dilution or gain exposure to SpaceX's valuation. Capital allocation between the two firms and investor valuation of Musk's broader asset portfolio would shift materially if talks advance.
What the Market Says
- When will Tesla and SpaceX merge? ↗
- 74%Before 2028
- 57%Before May 1, 2027
- 50%Before Apr 1, 2027
Earliest close Nov 1, 2026
Prices from Kalshi prediction markets: the market-implied chance of each outcome, set by traders, not a forecast or advice from Penblock. Penblock is not affiliated with Kalshi.
- Reported by 2 outlets1 day ago
Tesla earnings fall as Musk explores SpaceX merger
Tesla profit declines as Musk explores potential merger with SpaceX.
MarketWatch · The New York Times
- Reported by 4 outlets2 days ago
Musk: Combining SpaceX and Tesla would create historic merger
Elon Musk said merging his rocket company with his carmaker could make sense given their overlapping artificial-intelligence capabilities.
Al Jazeera · BBC News · CNBC +1 more
- Single source2 days ago
Salesforce to buy Braze for $5.66 billion, stock jumps 50%
Salesforce to acquire Braze for $5.66 billion, lifting BRZE stock 50 percent.
CNBC
- Single source7 days ago
Character.AI bankruptcy reveals challenges facing artificial intelligence startups
An AI startup bankruptcy raises questions about the viability and funding dynamics of the sector.
NPR
- Single source8 days ago
Defense contractor Anduril valued at $90 billion through employee stock offering
An internal share sale values the defense technology firm at $90 billion, reflecting gains from expanded U.S. military spending.
CNBC
SPONSORED
- Single sourceMARKET SHOCK ↑18 days ago
Schneider Electric acquires industrial software maker for $23 billion at depressed price
A $23 billion software acquisition completed at valuations not seen in a decade, reflecting AI market winners consolidating weaker competitors.
MarketWatch
- Reported by 2 outletsMARKET SHOCK ↑24 days ago
AMD buys World Labs artificial intelligence startup for $8.2 billion
AMD acquires World Labs, Fei-Fei Li's AI startup, for $8.2 billion, betting on next-generation AI capabilities.
MarketWatch · CNBC
- Single source24 days ago
OpenAI's early investment proposal triggered bidding war for Hugging Face
OpenAI made an early investment offer to Hugging Face, sparking acquisition interest before Nvidia's reported $13 billion deal.
CNBC