Elon Musk's Space Exploration Technologies (SPCX +7.29%) just delivered its second earnings report since becoming a publicly traded company. The results gave Wall Street plenty of reasons to celebrate. As of this writing (Oct. 21), SpaceX stock is up roughly 10% as investors reassess the company's long-term potential. I think more investors are understanding how Musk's infrastructure conglomerate is swiftly becoming a diversified technology platform with multiple levers to generate recurring revenue and sus ...

The possible marriage of Tesla (TSLA +1.53%) and Space Exploration Technologies (SPCX -0.11%) is getting serious attention now that Elon Musk, CEO of both companies, has confirmed that each has formed committees of independent directors to explore a potential merger. Musk isn't participating in the discussions because his ownership interests in both companies create a conflict of interest. And while he cautioned a merger isn't guaranteed, the logic behind combining these two mammoth companies is difficult t ...