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Tesla and SpaceX Merger? Prediction Market Says it Could Happen Before This Date

benzinga_article
Jul 23, 2026 at 04:19 AM
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During Tesla's Q2 earnings call, Elon Musk addressed potential merger speculation with SpaceX by highlighting their expanding collaboration and deferring specific discussions to legal teams. Prediction market data from Kalshi indicates a ~41% probability of a merger before March 2027. Additionally, analyst Gene Munster increased his estimated odds of a merger to 90%, citing a trend toward corporate convergence between the two entities.

Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk, during the company’s Q2 earnings call, was asked about a merger with Space Exploration Technologies Corp. (NASDAQ:SPCX).

Elon Musk on the Merger Question

Musk was asked whether Tesla and SpaceX could eventually merge, to which he replied about the two companies’ expanding collaboration. He then deferred any discussion of a potential merger to the company’s legal team.

"Well, as you can tell from all the many collaborations on so many fronts with SpaceX, there’s more and more overlap, especially with Terafab, that’s really going to be a gigantic project," Musk said.

Musk added that an earnings call would not be the right place to discuss the topic, saying "it’s got to be done with the appropriate process."

Here’s What Prediction Market Is Saying

Data from Kalshi, a federally authorized betting platform, shows that over $402,000 has been bet on the contract "When will Tesla and SpaceX merge?"

Bettors have placed a 41% probability of the two companies merging "Before Mar 1, 2027," which surges to 45% for "Before May 1, 2027."

Disclaimer: Kalshi and Benzinga have an existing data collaboration agreement.

Musk Talks About ‘Convergence’

Musk has hinted in the past about a merger between the two companies, speaking about a "convergence." “My companies are, surprisingly in some ways, trending towards convergence,” Musk said in a post on X.

Gene Munster Raises Odds

Deepwater Asset Management‘s Gene Munster, after the company’s earnings call, raised the odds of a merger between the two companies.

"Going into the call, I thought there was an 80% chance the two companies come together in the next few years. I’m raising that to 90%," Munster said in a post on X Wednesday.

Read Also: Elon Musk's Tesla Held on to Bitcoin Stockpile in Q2 Despite $112 Million in Paper Losses

Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Photo Courtesy: Mijansk786 on Shutterstock.com

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