Prediction market data shows traders assign a 51% probability that Tesla and SpaceX will announce a merger by May 1, 2027, with the likelihood increasing as the date approaches. The two Elon Musk-led companies already collaborate in technology and manufacturing, fueling speculation after SpaceX's recent IPO. While a merger could unify their strengths in EVs, energy, AI, and space, regulatory hurdles, valuation concerns, and shareholder issues remain significant challenges. Investors continue to watch closely as negotiations and approvals could take months.
Tesla reported a Q2 revenue beat with $28.236 billion and record vehicle deliveries of 480,126, but earnings missed expectations, with operating income down 57% and margins shrinking. The stock trades at $342.27 amid divided analyst opinions: bulls h...
Tesla shares rose 4.2% last week, buoyed by strong vehicle sales in China, record global deliveries in Q2 2026, and the end of a Swedish union strike. Key growth drivers include expanding energy projects, autonomous ride-hailing services, and AI deve...
ARK Invest has purchased about 450,000 Tesla shares worth $170-$180 million between June 21 and August 5, 2026, despite Tesla being the weakest performer among the top tech stocks this year, down nearly 24%. Tesla's stock dropped after a mixed Q2 ear...
During SpaceX's Q2 2026 earnings call, Elon Musk identified memory as the main bottleneck for AI compute expansion, surpassing power and GPU constraints. He highlighted that memory supply grows 20% annually while demand surges 200%, driving prices up...
NVIDIA's CEO Jensen Huang leads with a 92.21% return on invested capital and a 60.4% operating margin, vastly outperforming Tesla's 4.1% ROIC and 4.6% margin. While Tesla expands aggressively with heavy capital spending and negative free cash flow in...
