Jim Cramer tells viewers he expects Tesla to be acquired by SpaceX “sooner rather than later”

Tesla shares drew a familiar kind of attention on CNBC this week, when Jim Cramer singled them out for a take on what he called an approaching wave of corporate deals. During his Mad Money segment, Cramer said he believed Tesla would be bought by SpaceX “sooner rather than later,” while also arguing that the market’s view of the so-called “Magnificent Seven” has shifted from a focus on free cash flow and profits toward spending on artificial intelligence efforts.

Cramer framed his prediction as part of a larger market theme. He told viewers the United States is entering a period where takeover activity could accelerate across multiple industries, and he tied that outlook to investor strategies for how to position for merger-driven outcomes. In related discussion, he referenced broad U.S. M&A activity increasing during the year’s first five months, suggesting momentum that could extend beyond one sector.

The remarks centered on what Tesla should be, in Cramer’s view, rather than only on what it sells today. He suggested that even though many people associate Tesla with cars, the company’s bigger growth drivers would come from self-driving-related technology and robotics. In his characterization, those lines of business are where the strategic value could concentrate if a larger technology-focused acquirer decided to move.

Cramer also addressed the long-running speculation that Tesla could be restructured or combined with SpaceX. He said many people think Elon Musk could merge Tesla with SpaceX, pointing to the idea that Musk’s control of SpaceX would be easier to implement than dealing with Tesla’s shareholder base. He added that he does not blame Musk if he pursues such a path.

Tesla, for its part, has built a business that spans electric vehicles and energy systems, according to the description Cramer used in the segment. The company designs and sells electric vehicles, and it also develops and installs solar energy and storage systems for residential, commercial, and industrial customers. The company is also working on autonomous vehicles and robots, the same overview used in the discussion.

Even if investors take Cramer’s comment as a announcement of where he thinks the market could move, the segment did not provide new, deal-specific information. There were no disclosed terms, no indication of timing beyond Cramer’s “sooner rather than later” framing, and no confirmation from Tesla or SpaceX. As a result, the remarks should be understood as market commentary rather than a report of a negotiated transaction.

For Tesla investors, the scenario that Cramer laid out is one of several possibilities investors routinely weigh when the stock is valued on growth optionality, not only on current automotive margins. In Tesla’s case, Cramer’s argument also highlights a tension he described: companies are spending heavily on AI-related efforts, and he suggested that the market is increasingly focused on whether that spending translates into sustainable profitability.

Looking ahead, what to watch is less whether Cramer is right about SpaceX than whether Tesla’s own disclosures, product updates, or corporate actions begin to align with a strategy that could reshape its structure. Any meaningful development on takeovers would typically show up through regulatory filings or official statements, not through televised predictions. Until then, the comments underscore how strongly deal speculation can re-enter investor conversations when takeover talk heats up.