SpaceX Swings to a $4.4 Billion Profit as Musk Puts a Tesla Merger on the Table

The artificial intelligence boom is rapidly redrawing the boundaries between industries. Technology companies are building power plants, automakers are developing robots, and satellite operators are becoming cloud-computing giants. The enormous investments required to compete are also raising the stakes for investors, who increasingly need to look beyond traditional industry classifications to understand where future growth will come from.

Few companies demonstrate this transformation better than Elon Musk's SpaceX (SPCX). The rocket manufacturer just reported its first quarterly profit since going public, while Musk confirmed that a potential merger with Tesla (TSLA) is under active consideration. Together, those developments could reshape both companies' investment outlooks.