SpaceX’s Gwynne Shotwell just made a quiet gesture toward Tesla

According to Teslarati, SpaceX President Gwynne Shotwell followed Tesla on X, sparking merger speculation. The follow is not an announcement, and neither company has commented. Analysts note the timing: Barclays' Dan Levy expects a possible all-stock deal with SpaceX as buyer before Tesla's December 6 annual meeting, while Wedbush's Dan Ives projects 2027.

Shotwell is seen as pivotal; she said SpaceX staff have moved into xAI, integration is advancing faster than expected but incomplete. Her responsibilities grew after SpaceX absorbed xAI, now covering Grok and AI compute. Financial links include Tesla's $2 billion xAI investment yielding a sub-1% SpaceX stake, shared chip projects, and Musk's option exercises providing SpaceX public shares. Musk holds about 20% of Tesla and 85.1% of SpaceX voting power.

SpaceX reports earnings Tuesday, Tesla Wednesday; Musk previously said merger talk is unlikely on calls. Shareholders can submit questions via Say portal until Monday 4 p.m. EDT, with merger a frequent topic.

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SpaceX’s Gwynne Shotwell just made a quiet gesture toward Tesla — Teslarati