ARK Invest says Tesla may work with The Boring Company to move some Robotaxis underground to avoid congestion and could also pursue electric aviation, following CFO Vaibhav Taneja's comments about developing all modes of transportation. ARK says the share of North American deliveries with an FSD subscription rose from about 55% to more than 75% from the second to the third quarter, a higher conversion rate than GM's Super Cruise (40%) and SiriusXM (39%) despite shorter trials and a $99/month price. In a potential Tesla-SpaceX merger, ARK estimates Tesla shareholders would own close to 42% of equity post-dilution, with most revenue coming from SpaceX, though ARK's earlier model had 62%.
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TSLAElon MuskSpaceXmergers and acquisitions
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Related tickers and likely impact
TSLA
▲ Likely positiveTesla, Inc.
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Automobile Manufacturers |
| Market cap | $1.5T |
| Close on 10/27/2026 | 407.46 |
| Change that session | +4.04% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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