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Jefferies said Tesla’s growth and earnings deterioration are beginning to reverse ahead of its July 22 results.

J.P. Morgan just outlined why a SpaceX-Tesla merger could make strategic sense on paper. It also got into why investors shouldn't mistake that for a likely deal.

Tesla investors who have bet on Elon Musk and his electric vehicle company have been rewarded for their faith time and again. The stock seems immune to prolonged downturns, even when Tesla (TSLA) fails to deliver on one of Musk's grandiose promises. And when he does deliver, the stock also pushes ...

(Bloomberg) -- In the weeks leading up to SpaceX’s monster IPO, many Wall Street pros feared the deal represented an existential threat for Elon Musk’s other giant, Tesla Inc. But after a month in the stock market, the outcome is far from clear. Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsZuckerberg Pledges ‘Aggressive’ Pricing With Meta’s First Pay-to-Use AITrump Vents Anger With Ira

BNP Paribas analyst James Picariello doesn’t see a Tesla-SpaceX merger happening any time soon. He ticks off several reasons why.

Tesla produced a new version of its Model Y crossover. Tesla stock was down 1.1% in premarket trading at $396.61, while and futures were down 0.6% and 0.9%, respectively. The stock is down despite Tesla starting production of the three-row, six-seat version of its Model Y, called the Model Y L, with L for long wheelbase.

Barron's associate editor Al Root takes a closer look at Tesla's (TSLA) Robotaxi expansion, potential SpaceX (SPCX) merger, robotics business, and more.

A merger between Space Exploration Technologies Corp. (NASDAQ:SPCX) and Tesla Inc. (NASDAQ:TSLA) is possible, but significant hurdles stand in the way, say analysts. RBC’s Tom Narayan said an all-stock acquisition is the most likely structure, citing operational synergies in AI training, Tesla’s Megapack energy-storage systems, and the Terafab chip project. He estimated Tesla could “potentially” receive a 20%–30% takeover premium and raised his Tesla price target to $500 from $475, considering t

RBC took a more bullish view, raising its Tesla price target to $500 from $475, implying a 24% upside from current levels.

Tesla Gets Higher Price Target as RBC Floats Potential SpaceX Merger

Investing.com -- JPMorgan analyst Rajat Gupta said Tuesday a potential merger between SpaceX and Tesla appears strategically sound but faces substantial regulatory and governance obstacles.

Investing.com -- RBC Capital lifted its price target on Tesla to $500 from $475 in a note on Tuesday, incorporating a premium tied to a potential combination with SpaceX, while also updating its standalone intrinsic valuation of the electric vehicle maker.

A potential Musk empire merger could make SpaceX-Tesla the world's fourth-largest company.

The debate over a possible Tesla-SpaceX merger is getting harder to ignore.

The space-launch company is shelling out serious dough to pull this deal off, but it's arguably worth it.

Morning Brief host Brooke DiPalma welcomes Business Insider Today Executive Editor and Anchor Dan DeFrancesco to discuss the timeline for a potential SpaceX (SPCX) IPO, what he expects from the IPO market through the rest of 2026, and what could happen once OpenAI (OPAI.PVT) and Anthropic (ANTH.PVT) hit markets.

The U.S. innovation engine, from the Model T to SpaceX and AI, continues to be a rocket for America's economy. But China is a growing rival.

Elon Musk may have recently given a big hint about what's on the horizon for SpaceX and Tesla.

Lingyi debuted strongly after raising HK$8.3 billion as it expands into AI hardware and humanoid robotics.

Investor Gary Black of The Future Fund LLC dismissed arguments made by bullish supporters of Tesla Inc., who opined that Elon Musk was deliberately slowing down the EV giant’s Robotaxi ramp to induce a merger with Space Exploration Technologies Corp.....

Investors are now watching Starlink's growth and Starship's R&D spending ahead of its first public earnings report.

The Baron First Principles ETF has quickly asserted itself as the primary ETF proxy on SpaceX stock.

The brokerage added that launches of robotaxis and humanoid robots may initially become “loss centers.”

Stay focused on more important catalysts for either stock.

SpaceX isn't likely to generate the mammoth returns that Tesla has since going public.

SpaceX now has a market cap well above $2 trillion.

The rumor that Elon Musk may merge SpaceX and Tesla will only further disconnect the carmaker's valuation from its performance, Jefferies says. Cathie Wood bought almost 55,000 shares of Tesla on Friday.

The market’s attention has been fixed on SpaceX‘s (NASDAQ:SPCX) historic public debut and the company’s rapid climb toward a valuation exceeding $2 trillion. Yet the bigger story may not be the IPO itself. It may be what Elon Musk does next. Over the past several years, Musk has increasingly consolidated businesses that share technology, talent, ... Did Elon Musk Just Hint a SpaceX-Tesla Merger Is Imminent?

He estimated that if SpaceX grows from $1 trillion to $2 trillion, the stock-based deal becomes far cheaper in hindsight.

SpaceX just had its IPO, with Anthropic and OpenAI both set to launch initial public offerings soon — their collective financial weight threatens to burst the AI bubble