Baird analyst says Tesla is expected to deliver 392,900 vehicles in the second quarter.
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It is estimated that Tesla's total deliveries for the full year 2026 will reach 1.68 million vehicles. The analyst wrote: "We believe the likelihood of a merger between SpaceX and Tesla is quite high, and we expect the timeline to be between 12 to 18 months." The merger of the two companies is the "ultimate endgame goal," and "the logic is clear and highly attractive, with both companies set to benefit from greater economies of scale."
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