SpaceX: 80K Cell Site Talks & Tesla Merger Governance
SpaceX is in talks to access 80,000 cell sites for a new network, while simultaneously clarifying that any Tesla combination would require approval from its special committee, board, and controlling shareholder.
What we know
An account on X reported that SpaceX is in active talks to access 80,000 cell sites for a new wireless network, generating nearly 60,000 views. Separately, another account on X reported that SpaceX clarified any potential Tesla combination would still require approval from the special committee, its board, and the controlling shareholder — signaling that a SpaceX-Tesla merger, while speculated, remains far from a done deal.
How the story developed
SpaceX is in talks to access 80,000 cell sites for a new network, while simultaneously clarifying that any Tesla combination would require approval from its special committee, board, and controlling shareholder.
Tesla and SpaceX have formed special committees to explore a potential merger that would create a ~$3.6T conglomerate, while BofA raised its SpaceX price target to $275 after a strong Q3.
SpaceX posted $27.1B revenue (+98% YoY) and its first-ever positive net income in Q3 2026, with Q4 capex guidance doubling to $35-40B. Multiple sources called the earnings call the most bullish ever, and Tesla/SpaceX merger speculation began circulating.
Prediction market Kalshi now prices a 67% chance of a Tesla-SpaceX merger before February 2027, up from ~30% earlier this month, after Tesla's latest SEC filing revealed SpaceX board ties and change-of-control provisions.
By the Global Eye 24 desk, with AI assistance. Updated as the story develops. Spot an error? Write to corrections@globaleye24.com.