Tesla and SpaceX merger speculation intensifies ahead of Tesla earnings call
Ahead of Tesla's Q2 2026 earnings call, investors have submitted 22 questions about a potential merger between Tesla and SpaceX, making it the fifth most popular topic on the shareholder agenda. The speculation has been fueled by growing operational overlaps, including Tesla's $890 million in vehicle and battery sales to SpaceX since 2023, SpaceX's $131 million Cybertruck purchase in 2025, and the recent acquisition of xAI by SpaceX. SpaceX President Gwynne Shotwell declined to rule out a future merger in a June 12 CNBC interview, stating there are 'synergies' and that combining the companies 'might make Elon's life a little easier.' SpaceX's IPO prospectus listed merger integration as a risk factor. Wedbush analyst Dan Ives puts the odds of a merger above 80% and predicts it could happen in the first half of 2027, while BNP Paribas presents a bearish case against the deal.
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