Key facts: TSLA margin rule cuts demand; Megapack $329M; merger unlikely

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Margin rule change—cash-only base margin for leveraged products and earlier effective date—was expanded to overseas products and coincided with reduced demand for leveraged exposure to Tesla (TSLA).
Elon Musk said a Tesla (TSLA)–SpaceX merger is unlikely soon. Selling Tesla’s China arm would face regulatory hurdles. Tesla currently gets about 20% of annual sales from China.
Tesla (TSLA) saw $329M in Megapack sales H1; related disclosures show affiliates bought $506M of Megapacks and $131M of Cybertrucks through end‑2025 — notable intercompany demand.

This is an AI-generated summary and may contain inaccuracies. Please verify any important information with the original sources.