Barclays analysts said that market participants currently generally expect Tesla to merge with SpaceX, and related news may be announced before Tesla's annual shareholders' meeting. Analyst Dan Levy and others expect the 2026 Annual General Meeting of Shareholders to be held on December 6 at the latest. Levy added that the reason for the merger would be to achieve vertical integration and accelerate the development opportunities of Elon Musk's two companies in the field of artificial intelligence. “Although the announcement of the Tesla/SpaceX merger may be delayed until late October, or even early November, we believe it may become more and more difficult for the merger to be approved at the annual shareholders' meeting at that time.”

Barclays analysts said that market participants currently generally expect Tesla to merge with SpaceX, and related news may be announced before Tesla's annual shareholders' meeting. Analyst Dan Levy and others expect the 2026 Annual General Meeting of Shareholders to be held on December 6 at the latest. Levy added that the reason for the merger would be to achieve vertical integration and accelerate the development opportunities of Elon Musk's two companies in the field of artificial intelligence. “Although the announcement of the Tesla/SpaceX merger may be delayed until late October, or even early November, we believe it may become more and more difficult for the merger to be approved at the annual shareholders' meeting at that time.”