With SpaceX (SPCX) now settling in its second full week on public markets, Morningstar's Seth Goldstein turns his attention to Tesla (TSLA) and its struggling EV business. He sees deliveries improving as the Mag 7 company hits the gas on robotaxi production. Seth then explains the synergy between Tesla and SpaceX, along with the path ahead for both of Elon Musk's public companies. He sees a potential merger as possible but one that also faces regulatory scrutiny.