Cathie Wood comments on Musk navigating geopolitics for potential Tesla-SpaceX merger amid Trump-Xi summit; predicts possible announcement by year-end, with stocks rising on optimism.
- Cathie Wood in Oct 1 interview predicts merger possible before end-2026, notes Musk at Trump-Xi table and Maye Musk's China ties.
- TSLA +0.6% to $354.81, SPCX +1.1% to $150.86 on merger optimism; ARK bought more shares.
- China remains key obstacle due to SpaceX defense contracts; Musk previously called related reports 'fake news'.
- Ongoing tech overlaps (Terafab, AI/robotics) noted but no new developments or SEC filings since last check.