Emily Flippen

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For Jason Hall, Toby Bordelon, and the entire Motley Fool Money team, I'm Emily Flippen.

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Is Elon Musk gonna make SpaceX, Tesla, and XAI a super company?

Motley Fool Money starts now.

From Fool Global Headquarters, this is Motley Fool Money.

Welcome to Motley Fool Money.

I'm Travis Hoyum, joined by Lou Whiteman and Emily Flippen.

Guys, there's a lot going on in the market.

We're going to get to earnings, especially tech earnings, which really kicked off this week.

But I want to start with the discussion around SpaceX and XAI potentially merging ahead of SpaceX's likely IPO in 2026.

Lou, this is something that we've seen before.

Elon Musk merged SolarCity with Tesla.

You could argue that that was probably not a great merger, although it did work out ultimately for shareholders in the long run, but the solar business didn't become what we thought it would be.

This looks a little bit similar, but where does your head go when you see another one of these huge Elon Musk companies potentially merging with each other?

Emily, is there a story at least that all of these Elon Musk-related companies

kind of talk to each other and work together.

So they might as well just kind of be one massive conglomerate.

Emily, one of the things that we're seeing in the backlog or the remaining performance obligations for a lot of these companies is that there's a ton of demand for AI resources.