Musk: Tesla and SpaceX are discussing a possible merger

Elon Musk said on SpaceX's third-quarter earnings call that Tesla and SpaceX have formed special committees to discuss a possible merger. No terms have been agreed and there is no guarantee a deal will happen, though Musk called the idea "a good idea."

• Special committees of Tesla and SpaceX are discussing merger terms
• Musk called a merger "a good idea" but offered no guarantees
• Barclays floated an announcement before Tesla's December 3, 2026 shareholder meeting