Tesla-SpaceX Merger Possible This Year, Barclays Analyst Says
Analysts at Barclays suggest a merger between Tesla and SpaceX could be announced before the electric-vehicle maker's annual general meeting.
Headline and summary written by an AI model from the linked articles; not reviewed by a person. How this was made
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The odds
Each tick is a source publishing on this story
Price data
| Time | Chance of yes |
|---|---|
| now | 18% |
| 31 Oct, 09:52 UTC | 18% |
| 31 Oct, 08:49 UTC | 18% |
| 31 Oct, 08:07 UTC | 19% |
| 31 Oct, 03:24 UTC | 18% |
| 31 Oct, 02:40 UTC | 18% |
| 31 Oct, 01:32 UTC | 19% |
| 31 Oct, 00:57 UTC | 19% |
| 31 Oct, 00:10 UTC | 20% |
| 30 Oct, 21:46 UTC | 19% |
| 30 Oct, 19:53 UTC | 18% |
| 30 Oct, 16:25 UTC | 18% |
| 30 Oct, 15:21 UTC | 19% |
| 30 Oct, 12:59 UTC | 20% |
| 30 Oct, 11:38 UTC | 21% |
| 30 Oct, 10:06 UTC | 20% |
| 30 Oct, 03:47 UTC | 20% |
| 29 Oct, 10:04 UTC | 19% |
| 29 Oct, 09:19 UTC | 13% |
| 29 Oct, 08:50 UTC | 14% |
| 29 Oct, 07:32 UTC | 14% |
| 29 Oct, 06:58 UTC | 14% |
| 29 Oct, 05:51 UTC | 17% |
| 29 Oct, 03:35 UTC | 17% |
| 29 Oct, 03:14 UTC | 16% |
| 29 Oct, 02:13 UTC | 17% |
| 29 Oct, 01:52 UTC | 17% |
| 29 Oct, 00:27 UTC | 17% |
| 28 Oct, 23:26 UTC | 16% |
| 28 Oct, 22:25 UTC | 14% |
| 28 Oct, 18:38 UTC | 13% |
| 28 Oct, 17:23 UTC | 14% |
| 28 Oct, 16:39 UTC | 14% |
| 28 Oct, 14:06 UTC | 13% |
| 27 Oct, 19:04 UTC | 14% |
| 27 Oct, 03:26 UTC | 13% |
| 27 Oct, 01:06 UTC | 13% |
| 26 Oct, 18:48 UTC | 13% |
| 26 Oct, 15:39 UTC | 14% |
| 25 Oct, 18:50 UTC | 13% |
| 25 Oct, 17:10 UTC | 12% |
| 25 Oct, 16:56 UTC | 12% |
| 25 Oct, 15:53 UTC | 12% |
| 25 Oct, 15:25 UTC | 12% |
| 25 Oct, 14:04 UTC | 11% |
| 25 Oct, 13:56 UTC | 15% |
| 25 Oct, 11:42 UTC | 15% |
| 25 Oct, 07:46 UTC | 16% |
| 25 Oct, 03:16 UTC | 15% |
| 25 Oct, 02:56 UTC | 16% |
| 24 Oct, 20:58 UTC | 16% |
| 24 Oct, 11:43 UTC | 17% |
| 24 Oct, 11:12 UTC | 18% |
| 24 Oct, 10:51 UTC | 18% |
| 24 Oct, 00:27 UTC | 20% |
| 23 Oct, 21:48 UTC | 19% |
| 23 Oct, 18:14 UTC | 19% |
| 23 Oct, 17:53 UTC | 18% |
| 23 Oct, 16:43 UTC | 19% |
| 23 Oct, 13:04 UTC | 19% |
| 22 Oct, 19:03 UTC | 19% |
| 22 Oct, 17:16 UTC | 18% |
| 22 Oct, 16:12 UTC | 19% |
| 22 Oct, 15:28 UTC | 18% |
| 22 Oct, 12:21 UTC | 16% |
| 22 Oct, 11:15 UTC | 16% |
| 22 Oct, 10:53 UTC | 19% |
| 22 Oct, 09:54 UTC | 19% |
| 22 Oct, 08:22 UTC | 20% |
| 22 Oct, 07:54 UTC | 19% |
| 22 Oct, 06:39 UTC | 19% |
| 22 Oct, 06:15 UTC | 19% |
| 22 Oct, 05:53 UTC | 20% |
| 22 Oct, 03:45 UTC | 21% |
| 22 Oct, 03:09 UTC | 20% |
| 22 Oct, 02:26 UTC | 21% |
| 22 Oct, 01:29 UTC | 22% |
| 22 Oct, 00:31 UTC | 23% |
| 22 Oct, 00:24 UTC | 21% |
| 21 Oct, 22:31 UTC | 21% |
| 21 Oct, 22:17 UTC | 20% |
| 21 Oct, 20:35 UTC | 19% |
| 21 Oct, 19:24 UTC | 19% |
| 21 Oct, 10:32 UTC | 20% |
| 21 Oct, 10:03 UTC | 20% |
| 21 Oct, 09:40 UTC | 21% |
| 21 Oct, 07:29 UTC | 22% |
| 21 Oct, 06:30 UTC | 23% |
| 21 Oct, 04:59 UTC | 23% |
| 21 Oct, 04:12 UTC | 20% |
| 21 Oct, 03:29 UTC | 20% |
| 21 Oct, 00:29 UTC | 18% |
| 20 Oct, 23:14 UTC | 18% |
| 20 Oct, 22:59 UTC | 19% |
| 20 Oct, 22:17 UTC | 24% |
| 20 Oct, 21:49 UTC | 19% |
| 20 Oct, 21:27 UTC | 23% |
| 20 Oct, 20:58 UTC | 19% |
| 20 Oct, 20:10 UTC | 18% |
| 20 Oct, 19:41 UTC | 19% |
| 20 Oct, 18:52 UTC | 19% |
| 20 Oct, 16:20 UTC | 19% |
| 20 Oct, 13:37 UTC | 18% |
| 20 Oct, 11:55 UTC | 18% |
| 20 Oct, 05:47 UTC | 16% |
| 18 Oct, 23:50 UTC | 28% |
| 18 Oct, 23:29 UTC | 31% |
| 18 Oct, 22:56 UTC | 34% |
| 18 Oct, 17:52 UTC | 29% |
| 18 Oct, 17:10 UTC | 28% |
| 18 Oct, 16:31 UTC | 28% |
| 18 Oct, 15:29 UTC | 28% |
| 18 Oct, 14:55 UTC | 28% |
| 18 Oct, 14:13 UTC | 28% |
| 18 Oct, 13:30 UTC | 28% |
| 18 Oct, 09:54 UTC | 29% |
| 18 Oct, 08:47 UTC | 27% |
| 17 Oct, 16:45 UTC | 24% |
| 17 Oct, 12:20 UTC | 25% |
| 17 Oct, 10:47 UTC | 24% |
| 17 Oct, 08:07 UTC | 24% |
| 17 Oct, 05:55 UTC | 24% |
| 16 Oct, 14:23 UTC | 24% |
| 16 Oct, 11:37 UTC | 25% |
| 16 Oct, 09:12 UTC | 25% |
| 16 Oct, 08:27 UTC | 25% |
| 16 Oct, 07:46 UTC | 26% |
| 16 Oct, 03:36 UTC | 27% |
| 16 Oct, 02:09 UTC | 25% |
| 16 Oct, 01:56 UTC | 26% |
| 16 Oct, 01:15 UTC | 26% |
| 15 Oct, 23:42 UTC | 25% |
| 15 Oct, 23:28 UTC | 26% |
| 15 Oct, 22:56 UTC | 26% |
| 15 Oct, 22:08 UTC | 26% |
| 15 Oct, 21:41 UTC | 26% |
| 15 Oct, 21:20 UTC | 26% |
| 15 Oct, 16:36 UTC | 25% |
| 15 Oct, 14:06 UTC | 24% |
| 15 Oct, 13:10 UTC | 23% |
| 15 Oct, 12:30 UTC | 23% |
| 15 Oct, 11:13 UTC | 23% |
| 15 Oct, 10:45 UTC | 24% |
| 15 Oct, 09:37 UTC | 25% |
| 15 Oct, 08:57 UTC | 24% |
| 15 Oct, 08:09 UTC | 23% |
| 15 Oct, 07:19 UTC | 23% |
| 15 Oct, 06:15 UTC | 25% |
| 15 Oct, 04:29 UTC | 24% |
| 15 Oct, 03:25 UTC | 24% |
| 15 Oct, 02:29 UTC | 24% |
| 15 Oct, 01:48 UTC | 25% |
| 15 Oct, 01:18 UTC | 21% |
| 15 Oct, 00:09 UTC | 21% |
| 14 Oct, 21:56 UTC | 20% |
| 14 Oct, 21:06 UTC | 22% |
| 14 Oct, 20:59 UTC | 23% |
| 8 Oct, 20:27 UTC | 14% |
| 8 Oct, 10:38 UTC | 14% |
| 7 Oct, 13:12 UTC | 14% |
| 6 Oct, 05:08 UTC | 14% |
| 5 Oct, 22:28 UTC | 15% |
| 5 Oct, 08:22 UTC | 14% |
| 2 Oct, 23:11 UTC | 16% |
| 2 Oct, 09:53 UTC | 16% |
| 1 Oct, 21:09 UTC | 17% |
| 23 Sept, 02:18 UTC | 19% |
| 22 Sept, 23:21 UTC | 19% |
| 22 Sept, 07:17 UTC | 22% |
| 22 Sept, 06:51 UTC | 23% |
| 16 Sept, 21:54 UTC | 20% |
| 16 Sept, 18:58 UTC | 19% |
| 16 Sept, 10:11 UTC | 19% |
| 15 Sept, 23:25 UTC | 20% |
| 15 Sept, 21:55 UTC | 20% |
| 15 Sept, 20:14 UTC | 20% |
| 15 Sept, 18:11 UTC | 21% |
| 15 Sept, 17:35 UTC | 22% |
| 15 Sept, 17:27 UTC | 22% |
| 15 Sept, 15:54 UTC | 21% |
| 15 Sept, 15:26 UTC | 18% |
| 15 Sept, 12:53 UTC | 19% |
| 15 Sept, 11:55 UTC | 17% |
| 15 Sept, 11:23 UTC | 17% |
| 13 Sept, 04:41 UTC | 18% |
| 12 Sept, 21:44 UTC | 17% |
| 12 Sept, 19:21 UTC | 17% |
| 12 Sept, 18:39 UTC | 17% |
| 11 Sept, 18:39 UTC | 18% |
Replay the odds, article by article
Step through each article in the order it published and watch Tesla and SpaceX merger officially announced by December 31? respond.
The story so far
2 publishers have covered this in 3 articles since 14 Oct 2026. Bloomberg Technology published first, on 14 October at 21:13 UTC; Quartz followed 14h 47m later. The most recent article, from Bloomberg Markets, appeared on 15 October at 21:18 UTC.
Outlets reporting it: Bloomberg Markets (major outlet), Quartz.
3 prediction markets price this story:
- Tesla and SpaceX merger officially announced by December 31? — the market puts it at 18%, with $195 traded in the last 24 hours, closing 1 Jan 2027. For the outcome to be "Yes," Tesla and SpaceX must officially announce a merger or acquisition by December 31, 2026, at 11:59 PM ET. The announcement can come from either company, and partial sales count if they result in a controlling interest (typically over 50% ownership).
- Before Nov 1, 2026 — resolved “No” on 1 Nov 2026. The market resolves to Yes if Tesla or SpaceX officially announces a definitive agreement to merge or acquire each other before November 1, 2026. The announcement must be binding and result in common corporate ownership or a transfer of controlling interest. Readers often mistake analyst speculation for an official corporate announcement.
- Before 2027 — the market puts it at 5%, closing 1 Jan 2027. The market resolves to Yes if Elon Musk ceases to be Tesla's CEO before January 1, 2027. It resolves to No if he remains in that role through the end of 2026. Readers often mistake the release date of the linked documentary for the resolution deadline.
Odds are the market's probability that the outcome happens, updated every few minutes. They are information about what traders expect, not a forecast we make and not investment advice.
How it unfolded
Every source in the order it published, with the odds on Tesla and SpaceX merger officially announced by December 31? at that moment. A dash means the source published before we started tracking prices.
- Bloomberg TechnologyTesla-SpaceX Deal News Possible This Year, Barclays Analyst Says22%
- QuartzBarclays said Tesla and SpaceX could announce a merger before Tesla's annual meeting23%▲1 points since the previous source
- Bloomberg MarketsRoss Gerber on Tesla Roadster, Potential SpaceX Merger25%▲2 points since the previous source
- Current odds18%
Sources
Every article we clustered into this story. Headlines link to the publisher.
Related prediction markets
Linked by software because they are about the same subject. Most ask a different question from the one this story reports, so read each market's own question. How often the link is right
- Polymarket Tesla and SpaceX merger officially announced by December 31? 18%
Does the market have this right?
Wrong market?
- Resolved Before Nov 1, 2026 No 6d ago
The market favoured No at 98% a day out, and it won. How often it's right
Wrong market?
- Kalshi Before 2027 5%
Does the market have this right?
Wrong market?
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