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Arnne Carragie

Tesla vs. SpaceX: Inside the $1.5T Shift as Elon Musk’s $85B IPO Alters TSLA’s Valuation Moat

The global equities landscape shifted dramatically in mid-June 2026. Following the historic initial public offering (IPO) of Space Exploration Technologies Corp. (SPCX), which vaulted the rocket and internet giant to a $2.5 trillion market capitalization, a parallel story is unfolding on the ground. Tesla Inc. (TSLA), Elon Musk’s flagship electric vehicle and green energy enterprise, finds itself at a profound strategic crossroads.
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