Prediction market traders raised the odds of a Tesla-SpaceX merger above 50% for early 2027, following a Barclays note outlining what such an integration could look like. Odds of a merger before March climbed to 56% by Friday morning, up from 29%. Barclays now expects a merger announcement before Tesla’s annual general meeting, which must take place no later than December 6, 2026. Analyst Dan Levy anticipates the merger could be proposed as an AI vertical integration involving Tesla’s Robotaxi and Optimus with SpaceX’s Grok and Macrohard.
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