See the full story in the original article.
Read the original on Yahoo Finance ↗
Keywords
TSLAmergers and acquisitionsSpaceXElon Musk
Open a keyword to see other news on the same topic.
Related tickers and likely impact
TSLA
▲ Likely positiveTesla, Inc.
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Automobile Manufacturers |
| Market cap | $1.4T |
| Close on 10/16/2026 | 354.67 |
| Change that session | -2.14% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- SpaceX Stock Climbs After Musk Gift Pledge; Analysts Predict Tesla Merger Price
- Why a Tesla–SpaceX merger might actually not be 'so easy'
According to Tom Narayan, lead equity analyst for global autos at RBC Capital Markets, a SpaceX acquisition of Tesla would be complicated and most likely an all-stock deal. Elon Musk controls 85% of the voting power at SpaceX but only about 20% at Tesla, so the deal would need a substantial premium. RBC's price target of $480 per Tesla share reflects Tesla's intrinsic value plus a premium, which at SpaceX's current share price would imply a 50/50 split of the combined company. Narayan said some SpaceX holders may not like this, since market caps suggest 60–70% of the combined value could come from SpaceX, though both shareholder bases want the deal at the right price.
- Tesla's rocket-thrusted Roadster hints at a SpaceX merger
Host Ejaaz Ahamadeen breaks down Tesla's new Roadster, unveiled by Elon Musk at a pre-launch event last week, which can climb a ramp, flip upside down, stick to the surface, launch and land without damage. He explains that an underbody fan suction system creates downforce of up to 4.7 tons (about 2 G), while about 10 thrusters using pressurized gas, with no fuel, stabilize the car in the air, the same type SpaceX used on the Falcon 9. The car goes from 0 to 60 mph in 0.81 seconds, the fastest of any road car, and rumors suggest Tesla and SpaceX could merge by year-end, forming the world's 5th largest company. The episode also covers Anthropic's $16.8B Q3, Google's Gemini 4 and Meta's open-source model.
- TSLA, SPCX Eye Green Open: Gary Black Predicts $420 SpaceX Buyout Of Tesla — Sees Announcement In 'Next Few Weeks'
Gary Black of Future Fund predicts SpaceX could announce within weeks an all-stock acquisition of Tesla at $420 per share, framing the Roadster reveal as a step toward combining Elon Musk's companies. Black estimates the Roadster could add just $0.06 a share to Tesla's 2029 earnings, or 1.1% of the $5.40 consensus adjusted forecast, and sees limited brand benefit, while noting TSLA tends to sell off after its events. Gene Munster of Deepwater Asset Management also sees a merger motive behind the showcase, while Morningstar expects the Roadster could draw buyers to Tesla's lineup but forecasts fewer than 2,000 annual deliveries once production ramps. Barclays considers an all-stock SpaceX acquisition of Tesla the most likely structure, with a possible announcement around Tesla's annual meeting or within six to 12 months, though shareholder approvals and antitrust review remain hurdles. Year-to-date, TSLA is down 21% and SPCX is down 9%.
- What to say to the skeptics during Elon Musk's five-day run
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.
- TSLA Stock Rises Overnight: Musk Bets Tesla’s Value On Optimus, Cybercab — Analyst Sees Flying ‘Halo Car’ Luring Buyers
Tesla (TSLA) shares rose 1% overnight after Elon Musk said the Optimus robot and Cybercab robotaxi would account for most of the company’s value, following the recent unveiling of the flying Roadster. Morningstar calls the Roadster a “halo car” that could lift demand across Tesla’s lineup, with production expected in 2028 and fewer than 2,000 annual deliveries forecast. Musk claimed a peak speed above 0.5 Mach (about 400 mph), while AI researcher Yann LeCun dismissed the demo as impractical, estimating the compressed-air thrust would last less than 10 seconds. Reservations cost $50,000 for Performance and $250,000 for Thrust, but the car is not approved for public roads. Tesla reports earnings on Wednesday, after TSLA fell 7% last week.
Related markets
Latest news
- Why Meta's Q3 earnings could be a little hard to interpret
Meta is reporting its third-quarter earnings after the market closes Wednesday, and Yahoo Finance's Brian Sozzi says the report will be hard to interpret. Recent good news on Meta's AI products, including new models and an AI agent, may not appear directly in the results but will likely be discussed on the earnings call. The key uncertainty is how investors will react if Meta raises its capex outlook again: it could be seen as fueling those products, or as overspending on offerings not yet reflected in financials. Sozzi expects the market to give Meta the benefit of the doubt on higher capex, as long as the increase does not shock investors.
- Zerohash rolls out a new tool to move crypto without copying wallet addresses
Zerohash launched AUTH, a service that lets users move crypto, stablecoins and blockchain-based stock tokens between linked exchange accounts or self-custody wallets without copying wallet addresses or choosing a blockchain network. To transfer, users pick an account in an app that offers AUTH, sign in and approve the move, while the service handles routing and settlement and each app sets which assets and transfer types it allows. AUTH supports more than 600 connections, including Coinbase, Robinhood, Gemini, MetaMask and Phantom, with Coinbase, Robinhood and Gemini live and Kraken in beta. The launch comes as Zerohash's application for a national trust bank charter, returned by the Office of the Comptroller of the Currency in July, remains pending after a narrower refiling on Aug. 18.
- 2 charts show why Wall Street is right to worry about tech stocks
Rising cost of capital could affect the financial statements of hyperscalers such as Oracle (ORCL) and Google (GOOG, GOOGL) in 2027, as they need fresh debt to fund AI infrastructure and free cash flow may turn negative. JPMorgan strategist Mislav Matejka forecasts hyperscaler free cash flow will turn negative in 2027, implying credit markets will drive more of the AI build-out. Consensus estimates for 2027 capital expenditures are already rising from levels experts believe are too low. Morgan Stanley sees total 2027 capex among hyperscalers reaching $1.6 trillion, up from $978 billion estimated for this year. Dan Ives of Yorkville expects capex to reach the trillions and over 1,000 datacenters to be built in the next few years.
- Update on loan rate cuts as of the evening of Oct 19: MB, VietinBank, SHB, OCB join in
SHB, MB, VietinBank and OCB have announced loan rate cuts, following Agribank, Vietcombank, BIDV, ACB, LPBank and VietBank, with typical reductions of 1.5-2% per year. MB is cutting 1.5% per year for five priority sectors, to rates from 7.9% per year, and up to 2% in some cases; VietinBank is cutting up to 2% per year, while OCB offers up to 2.25% per year on some medium- and long-term loans for OCB Priority Banking members. SHB is cutting 1.5-2% per year for businesses and households and offers rates from 5.5% per year for lecturers and students at some universities. Vietcombank commits to cutting at least 2% through year-end, BIDV applies rates from 6% per year on short-term VND loans from 15/10/2026, and VietBank runs a VND 3,000 billion package. Specific benefits depend on borrower type, loan purpose, term and program conditions, following directives from the Government and the State Bank of Vietnam.
- Nvidia wins CPU business from Modal, previously exclusive to AMD and Intel
Modal, a San Francisco-based AI cloud startup that previously ran its AI agent workloads only on Intel and AMD processors, will begin using Nvidia's new Vera CPU. Early tests showed the Nvidia chip doubled work capacity for AI agents, and Modal plans to run it alongside Intel and AMD chips, assigning each task to the most efficient hardware, though integration requires substantial software changes. Modal recently raised $750 million in a round led by Accel at a $15.75 billion valuation and expects $1 billion in sales over the next year, with usage tripled and revenue up more than 15 times year-over-year. Nvidia projects at least $20 billion in Vera chip revenue this fiscal year in a market it estimates at about $200 billion, and says OpenAI, Anthropic, Oracle and Perplexity also plan to use the chips.
- America's EV Plans Have Died
Billions of dollars went into EV factories, dealerships and marketing after President Biden set a goal for 50% of new US car sales to be zero-emission by 2030, but EV sales have since fallen sharply. US EV sales dropped 30.7% in the first nine months of 2026, after the $7,500 tax credit expired on September 30 last year, and gas prices near $4.50 per gallon have done little to lift them. According to Kelley Blue Book, the average transaction price of a new EV was $54,754 in August, above the $50,089 average for all new cars. Ford's EV sales fell 80.2% to 6,047 in the third quarter, and it has no new EV planned until its Fathom launches next year, while Tesla holds over 50% of the market and no other major automaker has even 10%. The article says EVs could recover if gas prices reach $5 and stay there for months, but that is uncertain.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.