SpaceX and Tesla Third-Quarter Earnings to Test AI Spending Amid Merger Talk

SpaceX and Tesla are set to report third-quarter earnings on consecutive days, providing investors a side-by-side view as merger speculation gathers momentum.

Analysts suggest a potential all-stock deal could value SpaceX as the acquirer of Tesla, with Elon Musk projected to hold significant equity and voting shares.

Both companies have increased capital allocation toward artificial intelligence, with SpaceX expected to report robust revenue driven by its AI and Starlink segments.