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- Elon Musk's net worth could reach $2 trillion as a rumored SpaceX-Tesla merger may be just weeks away, analyst predicts
Following SpaceX's IPO on June 12 (NASDAQ: SPCX), Elon Musk has repeatedly reached trillionaire status before market swings pulled him back below that level. Barclays analyst Dan Levy said that if a rumored SpaceX-Tesla merger is announced before Tesla's annual meeting in early December, Musk's net worth could reach or top $2 trillion. Levy said the deal would likely be pitched as AI vertical integration, combining Tesla's physical AI (Robotaxi, Optimus) with SpaceX's virtual AI (Grok, Macrohard). According to The Wall Street Journal, a Tesla acquisition or takeover could trigger a contract clause deeming half of Musk's pay-package targets met, which would accelerate the $1 trillion package. The package's first tranche requires a $2 trillion Tesla market cap, while Tesla currently stands at $1.46 trillion.
- Wall Street Analyst Predicts 30% Upside for Palantir and 60% for SpaceX. Is It Time to Buy the Stocks?
Barclays analyst Anthony Valentini initiated coverage of SpaceX (SPCX) and Palantir (PLTR) with overweight ratings, with a $254 price target for SpaceX implying nearly 60% upside and a $265 target for Palantir implying more than 30% gain. He sees SpaceX's scale and launch capacity giving Starlink a major edge, with growth expected from terrestrial data centers, leasing out computing capacity and the Cursor acquisition for AI coding, although reaching that upside requires rapid growth and progress with Starship. For Palantir, the analyst points to the government's shift toward unified data systems and U.S. commercial customers as growth drivers, with net revenue retention of 157% at the end of Q2 showing customers spending 57% more than a year earlier. The article notes Palantir is not cheap at 39 times 2027 forward sales estimates, but calls it an intriguing growth stock even at these levels.
- Micron Technology (MU) Buy Rating Reiterated at Rosenblatt Securities
Rosenblatt Securities reissued its buy rating on Micron Technology (NASDAQ: MU) with a $1,900.00 price target in a report on Tuesday, according to Benzinga. Among analysts tracked by MarketBeat, the stock has an average rating of “Moderate Buy” (one Strong Buy, forty-one Buy and four Hold) and a consensus target of $1,407.88. Shares opened at $931.24 on Tuesday, within a 12-month range of $192.40 to $1,255.00. In its latest quarter, reported on September 30th, Micron posted EPS of $33.42 versus a $31.77 consensus and revenue of $54.23 billion, up 379.1% year over year. The article also notes insider sales, including CEO Sanjay Mehrotra selling 40,000 shares at an average of $968.90 in August.
- Living Reit ( LIVE ) Buy Rating Reaffirmed at Jefferies Financial Group
Jefferies Financial Group reaffirmed its 'buy' rating on Living Reit (LON:LIVE) in a research note issued on Thursday, with a GBX 80 price target implying potential upside of 11.42% from the current price. Shares opened at GBX 71.80 and were up 1.7%, with a 52-week range of GBX 68.70 to GBX 80.80 and a 50-day simple moving average of GBX 74.02. The company has a market capitalization of £330.29 million and a P/E ratio of 17.82, and its quarterly report released on September 24th showed earnings of GBX 3.42 per share. Formerly Social Housing REIT and renamed in July 2026, Living REIT is a UK-listed REIT investing in specialised supported housing, senior living and care homes to provide stable, inflation-aligned income.
- Nebius Slides 3% Despite Rosenblatt's New Buy Rating; CoreWeave Slips
Nebius (NBIS) shares fell 3% to $214.99 even though Rosenblatt Securities initiated coverage with a Buy rating last Friday, ranking Nebius near the top of the neocloud group alongside CoreWeave. The stock is down 11% over the past week, while CoreWeave (CRWV) slipped 1% to $80.91. The article links the broader selloff to a disputed report on OpenAI's revenue run-rate, and says Nebius has issued no new announcement explaining the latest decline. Bullish points include a $37.5 billion backlog, Q2 2026 revenue of $582.3 million and FY2026 revenue guidance of $3 billion to $3.4 billion, but the stock trades below its 50-day moving average of $224.42. CoreWeave's $104 billion backlog comes with negative free cash flow of $5.74 billion.
- If I Had $5,000 to Put Toward Just 1 Dividend Stock, This Would Be It
The article argues that with the 10-Year Treasury yielding 5.1%, long-term investors may consider dividend stocks over fixed-income assets, since blue chips tend to appreciate over time. It highlights Altria (MO), an S&P 500 component and a Dividend King with 57 consecutive years of dividend increases, as an example. As the largest US tobacco company, Altria faces a decline in adult smoking from over 40% in the 1960s to under 10% today, which it offsets through price increases, cost cuts, buybacks and expansion in smokeless products, targeting at least $5 billion in smoke-free revenue by 2028. The stock trades at 13 times forward earnings with a forward yield of 6%. According to the article, a $5,000 investment could generate about $300 in annual income.
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- Has VinFast found the 'chicken' to solve Vietnam's auto industry's toughest dilemma?
Vietnam's auto industry has long been stuck in a chicken-and-egg dilemma: low output discourages suppliers from investing, while a weak supporting industry keeps costs high. The article argues that VinFast's growing output could create the stable demand suppliers have been waiting for. VinFast delivered 196,919 electric vehicles globally in 2025, up 102%, including 46,977 VF 3s, and in the first nine months of the year it delivered 42,272 VF 3s and 40,018 Limo Green vehicles in Vietnam alone. The company said it added 55 domestic suppliers and localized 108 component groups in one year, and opened supply opportunities for its plants in India and Indonesia. However, suppliers still need stable, long-term orders, as well as competitive quality, cost and logistics, before they can commit to new investment.
- Crushed tech stocks bounce — plus, new doctor survey keeps us positive on Lilly
U.S. stocks rose Monday as investors bought chip stocks after last week's sell-off, and the iShares Semiconductor ETF (SOXX) was on track to snap a nine-session losing streak, its worst since May 2006. The bounce was tepid: the Nasdaq rose 1%, while CoreWeave turned negative and fell to a new low for the year below $60 per share. Oil rose about $2 to around $103 per barrel, lifting inflation worries and pushing Treasury yields higher. Bank of America raised its price target on Eli Lilly to $1,397 from $1,341 after a physician survey suggested oral GLP-1 pills and Medicare coverage are expanding the obesity drug market, with Foundayo at 27% of U.S. oral GLP-1 new starts. Lilly reports Q3 earnings on Oct. 29.
- American Airlines Is Now Down 23% This Year: Is AAL Stock Dead Money or Due for a Bounce?
American Airlines shares are down 23% year to date at $11.87, lagging United (down 14%), Delta (up 8%), the U.S. Global Jets ETF (down 8%) and the S&P 500 (up 13%). Higher fuel costs drove the drop: in Q2 2026 revenue rose 16.3% to $16.7 billion, but aircraft fuel expense jumped 83.3% to $4.9 billion, operating margin fell to 2.7% from 7.9%, and net income dropped 88.2% to $71 million. Management cut its full-year adjusted outlook to a range from a loss of $0.65 to a profit of $0.65 per share, and guided to a Q3 adjusted loss of $0.70 to $0.10 per share. Premium revenue per unit rose 13.4% and managed corporate business grew 26%, but the company carries a stockholders' deficit of $3.97 billion and total debt of $34.7 billion. The article says the stock could rebound if fuel prices ease, and Q3 results are expected on October 22.
- Chevron Just Hit a Record High. Is the Stock Still a Buy?
Chevron hit a record closing high of $222.04 on Oct. 14 and is trading about a dollar below that, up 45% in 2026. Brent crude is just under $106, 46% above its level before the war in the Persian Gulf, and Chevron is positioned to benefit from a Venezuela deal giving the U.S. control of more than 65 billion barrels of proven reserves, as it was the only American major to keep operating there after 1999. The company is also expanding in the Eastern Mediterranean, with seismic work planned off Greece. Second-quarter net income reached $12.1 billion, nearly 400% above a year earlier, beating estimates by $0.50 a share at $6.06. The author believes the stock is still a buy, with 20 of 25 covering analysts rating it Buy or Strong Buy ahead of the Oct. 30 Q3 report.
- Carvana Is Now Down 31% This Year: Is CVNA a Toxic Stock or Ready to Rally?
Carvana shares are down 31% year to date at $58.11, while CarMax is up 34%, AutoNation is down 23%, and the SPDR S&P Retail ETF is up 3%. In Q2 2026 Carvana sold a record 197,325 retail units, up 38%, on $7.38 billion in revenue, but gross profit per unit fell $412 and adjusted EBITDA margin slipped to 10.4% from 12.4%. Long-term debt of $4.85 billion and rising benchmark rates also squeezed financing profit. The company raised its full-year 2026 adjusted EBITDA guidance to $2.7 billion to $3 billion and targets 3 million cars a year at a 13.5% adjusted EBITDA margin by 2030 to 2035. The article says the Q3 report due later this month will show whether profit per vehicle improves.
- Microsoft Walks Away From AI Data Center Deal, but SemiAnalysis Predicts 50-GW Boom in 2027
According to new research from SemiAnalysis, more than 24 gigawatts of data center capacity is already in advanced construction across 40 campuses, most of it expected to come online in 2027. The research firm forecasts 50 gigawatts of new capacity.
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