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Speculation grows that Tesla and SpaceX might merge, posing a big threat to Boeing's fragile recovery.

Market News
20 May 2026
24/7 Wall Street
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Bearish
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Gene Munster and Elon Musk biographer Walter Isaacson have speculated that Tesla and SpaceX could merge within the next decade, creating a powerful competitor combining space launch, manufacturing, and AI capabilities. Boeing, currently in a fragile recovery with mixed financial results and a record backlog, faces significant risks if such a merger occurs, as it would challenge Boeing's aerospace and defense contracts and talent retention. Despite Boeing's strong commercial orders and defense ties, the potential Musk megamerger could intensify competitive pressures at a critical time for Boeing's turnaround efforts.

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