New: Instantly spot drawdowns, dips, insider moves, and breakout themes across Maps and Screener.

Learn More

Why Tesla Stock Popped Today

By Lee Samaha | January 30, 2026, 12:49 PM

Key Points

Tesla (NASDAQ: TSLA) stock rose by as much as 5.6% by 11 a.m. today as news broke of a possible merger with SpaceX. According to Bloomberg and Reuters, there are also discussions taking place between SpaceX and Elon Musk's artificial intelligence company, xAI.

Why a deal would make sense

A tie-up, even a merger between SpaceX and xAI, would be welcomed by many investors who are concerned that Musk is spreading himself too thin across the companies he founded and co-founded.

Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks »

In addition, there's a possibility of integrating technologies between Tesla and SpaceX, such as Tesla's energy storage expertise powering SpaceX satellites and starships. Or, taking the visionary approach one step further, Tesla's Optimus robots working in SpaceX facilities or even on SpaceX missions to Mars.

Furthermore, if a combined Tesla and SpaceX attracts future investment, it will help support Tesla's ambitious growth plans, which include the $20 billion in capital spending recently announced. These plans are earmarked to support Tesla's robotaxi and Optimus growth in particular, and are aimed at building on Tesla's dominance of the EV market.

Tesla Computing.

Image source: Tesla.

What it means for Tesla

Ultimately, the move today is more speculative than fact-based. Still, it illustrates the level of investor interest in Musk's companies, and the willingness of equity and capital markets to support investment is a key element of any company's prospects.

Don’t miss this second chance at a potentially lucrative opportunity

Ever feel like you missed the boat in buying the most successful stocks? Then you’ll want to hear this.

On rare occasions, our expert team of analysts issues a “Double Down” stock recommendation for companies that they think are about to pop. If you’re worried you’ve already missed your chance to invest, now is the best time to buy before it’s too late. And the numbers speak for themselves:

  • Nvidia: if you invested $1,000 when we doubled down in 2009, you’d have $499,318!*
  • Apple: if you invested $1,000 when we doubled down in 2008, you’d have $49,135!*
  • Netflix: if you invested $1,000 when we doubled down in 2004, you’d have $448,476!*

Right now, we’re issuing “Double Down” alerts for three incredible companies, available when you join Stock Advisor, and there may not be another chance like this anytime soon.

See the 3 stocks »

*Stock Advisor returns as of January 30, 2026.

Lee Samaha has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Tesla. The Motley Fool has a disclosure policy.

Mentioned In This Article

Latest News

12 min
13 min
22 min
1 hour
2 hours
2 hours
3 hours
3 hours
3 hours
3 hours
3 hours
3 hours
3 hours
3 hours
4 hours