JPMorgan Chase analysts believe a potential merger between SpaceX and Tesla has strong strategic logic, as reported by Wall Street Express. The material states that Musk disclosed both companies have formed a special committee to study the merger. JPMorgan Chase noted that the two companies share AI infrastructure, engineering talent, and chip development capabilities, with SpaceX reportedly valued at $2 trillion. The bank anticipates the transaction could be led by SpaceX and conducted entirely in stock, offering Tesla a 30% to 35% premium. Such a merger could integrate Musk's AI ecosystem, but no deal has been announced yet.