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TSLASpaceXmergers and acquisitionselectric vehicles
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Related tickers and likely impact
TSLA
▼ Likely negativeTesla, Inc.
Relevance: high
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Automobile Manufacturers |
| Market cap | $1.4T |
| Close on 10/20/2026 | 373.77 |
| Change that session | +1.55% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- Was Tesla's Roadster reveal just a big marketing stunt?
Ross Gerber hosts a panel of Conor Sen, Lyn Alden and Kevin Paffrath discussing the Tesla (TSLA) Roadster reveal. Paffrath argues the event was mainly a hiring pitch for engineers working on space nozzles and a marketing push for a SpaceX and Tesla merger, and that the car is not coming soon. He suggests Sawyer's $50,000 deposit was probably gifted by Tesla and that Sawyer may not get a car for years, if ever. Alden agrees it was primarily a marketing event to signal possible mergers and attract engineers and investors, and says a street-legal version without thrusters could be built. She sees the reveal as a display of capability rather than a near-term product plan.
- Tesla Q3 preview: Delivery outlook, cash flow, and a dash of merger speculation on tap
Tesla will report third-quarter results after the market closes Wednesday, with focus on profit and cash flow. Bloomberg consensus expects revenue of $28.13 billion, flat year over year, with adjusted EPS of $0.44 and adjusted EBITDA of $3.66 billion. Tesla delivered 486,532 vehicles in Q3, down 2% from a year ago but above the consensus of 463,000, and energy storage deployments reached 13.7 GWh. Free cash flow is expected at -$4.51 billion as capital expenditures rise to $7.77 billion, compared with nearly $4 billion a year earlier, and Tesla has guided to more than $25 billion in capex for 2026. Separately, NHTSA sent Tesla a special order with 21 requests about how it self-certified the Cybercab as compliant with federal safety standards, and granted responses due October 30th instead of the November 20th Tesla requested.
- Why Tesla bull Cathie Wood thinks the stock is headed to $5,000
Ark Invest, led by Cathie Wood, sets a $4,400 base-case price target for Tesla (TSLA) looking out to 2031, with a $5,000 bull case and a $3,300 bear case, compared with a current share price of $366. The target reflects upbeat assumptions about robotaxis, humanoid robots and Terafab, and Ark now estimates robotaxis will make up about 80% of Tesla’s enterprise value in 2031, down from about 90% in 2029 in its 2024 model. Tesla unveiled its redesigned Roadster at SpaceX’s test site in McGregor, Texas, where the car flipped and jumped over Tesla vehicles; Musk said it can reach 60 mph in under a second and a top speed of 230 mph. Tesla said production will start in 2028, with deposits of $50,000 for the Performance version and $250,000 for the Thrust version. Ark also said a SpaceX-Tesla merger could happen within five years and estimated the combined companies could generate $3.8 trillion in revenue and $2.7 trillion in EBIT by 2031.
- Could Tesla’s flying car send sales and shares soaring?
Tesla unveiled its next-generation Roadster in Texas, with flying capabilities, and Elon Musk expects production to start in 2028. Analysts see the model mainly as a publicity exercise, noting that flying features are not approved for public roads and that cost and aviation rules pose major hurdles. Tesla's second-quarter revenue rose 26% to $28.24 billion, but net profit attributable to shareholders fell about 5% to $1.11 billion as first-half capital spending more than doubled to $8.28 billion. The stock has fallen 14.6% in 2026 to above $362 from $438 at the start of the year, though it rose on Friday on the hype. Barclays analyst Dan Levy has suggested an announcement on a SpaceX-Tesla merger could come before the annual shareholder meeting.
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SpaceX (SPCX) reports results on October 20 and Tesla (TSLA) on October 21. Tesla delivered 486.5k vehicles in Q3, down 2% year over year but above expectations, and company-compiled consensus points to a 17.9% gross margin and 2.5% operating margin. In SpaceX's Connectivity segment, which includes Starlink, Q2 revenue rose 66% year over year to $4.3 billion and segment operating income rose 79% to $1.7 billion. Starlink subscribers doubled year over year to 12 million, with average revenue per user steady sequentially at $66. The article highlights whether Tesla's delivery strength translates into better margins and profitability, along with Starlink growth at SpaceX.
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Yahoo Finance Executive Editor Brian Sozzi reviews Elon Musk's five-day run, which included unveiling an electric Tesla (TSLA) car that he says can fly and perform barrel rolls, and a plan to give every kid in the U.S. one share of SpaceX (SPCX) starting next year. Sozzi responds to skeptics who view these moves as a distraction from weak upcoming earnings at SpaceX and Tesla, or as an effort to repair Musk's image after DOGE, arguing that critics should look at the facts. He says the share giveaway could be worth billions of dollars and that the past five days have been remarkable for Musk and the country, while stating he is not simply fanboying for Musk.
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Latest news
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Producer prices for refined petroleum products in Germany rose 51.3% year on year in September, according to Destatis, with heating oil up 91.8% and motor fuel up 48.6%. Overall producer prices climbed 6.7%, the steepest rise since March 2023, while Germany's crude oil import costs rose 21.7% to €30 billion in the first eight months of 2026. Destatis attributed the increase to higher crude prices amid the Middle East conflict; the report also cites disruption in the Strait of Hormuz and Brent topping $111 a barrel on October 20. Germany has faced higher costs since halting Russian gas imports, and Berlin reportedly spent about €50 billion to cushion the impact. Meanwhile, corporate insolvencies in the first half of 2026 reached their highest level in 13 years.
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- Here's how Meta's earnings could end up being a recipe for disaster
Meta's earnings report tonight is closely watched because it sits at the intersection of the AI spending story and the advertising business that funds it. Investors want to know whether AI is helping advertisers reach customers and generate enough extra revenue to justify the infrastructure investment, and how much more Zuckerberg plans to spend. Meta shares lost $12 yesterday and were rising back to around 490 this morning. The speaker argues that if Zuckerberg shows profits can grow alongside spending, confidence in the AI trade will be restored, but a bigger spending plan without convincing earnings growth would be a recipe for disaster.
- Prediction: Nvidia’s Road to $1 Trillion in Annual Revenue Could Transform Its Stock
Nvidia reported $96.22B in quarterly revenue, up 105.8% year over year, and guided to $108B for the current quarter, yet the stock is up only 15.08% year to date. The article says reaching $350 in 2027 would require a 63.5% gain from the $214.13 price, and its model's central estimate is $258.42. Key risks include investor worries about AI funding, $279B in supply commitments, and guidance that excludes China data center compute revenue. The author says this scenario depends on Vera Rubin ramping as the fastest launch in Nvidia's history, supply easing and markets not pricing in a funding scare, calling $350 'a stretch, but a credible one.'
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Eric Schmidt was vetted by Sergey Brin and Larry Page and hired as Google's CEO after an unconventional interview process, with Brin citing Schmidt as the only CEO finalist who had gone to Burning Man. In 2011, Schmidt began dating Camilla Clark for three years; she later married Anthropic CEO Dario Amodei. In 2018, that connection led Schmidt to meet with her and her then-partner to discuss Anthropic, and he invested early and now owns about 1% of the company. According to the Financial Times, Anthropic could be valued at as much as $2 trillion in an IPO, which could make Schmidt's stake worth $20 billion, more than half his current net worth per Forbes, compared with the roughly $461 million valuation when he invested.
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