Tesla (TSLA) shares rose approximately 5% on July 6.

The rally increased the electric vehicle maker's market capitalization to $1.55 trillion.

Investor speculation regarding a potential merger with Elon Musk’s aerospace firm, SpaceX, drove the gains.

Market sentiment has shifted from whether a deal will occur to when it might happen.

Operational ties between the companies include SpaceX’s significant purchases of Tesla batteries and Cybertrucks.

SpaceX's recent IPO provides a framework for a potential stock-based transaction.