The two companies run by Elon Musk are getting increasingly interrelated.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Tesla (NASDAQ:TSLA) CEO Elon Musk dropped a striking claim during a recent conversation with Baron Capital founder Ron Baron, circulated widely after being posted to X by @carm1nee. Musk said he is building a chip that will be “two to three times better than NVIDIA” at 10% of the cost, with a specific focus on ... Elon Musk Says He’s Building a Chip “2 to 3 Times” Better Than NVIDIA at 10% The Cost. Is He Bluffing?
Tesla Under Pressure: Product Delays and Macro Shock Hit Shares
Speculation has intensified around a potential merger between Tesla (NasdaqGS:TSLA) and SpaceX, focused on shared chip manufacturing and AI infrastructure projects. SpaceX is preparing for a record-breaking IPO, and recent amendments to its S-1 filing reference possible future tie ups with Tesla. Institutional investors are actively debating what a combined structure could mean for governance, capital allocation, and shareholder outcomes at both companies. Tesla, best known for its electric...
Alex Sacerdote, founder of Whale Rock Capital, dropped a line on a recent Invest Like the Best episode that stopped listeners cold: “When we were buying Nvidia in 2023, we were paying 4 times earnings. When we bought Tesla in 2019 for the car S-curve, we were paying 5 times earnings. When we were owning ... Prominent Tech Investor: ‘When We Were Buying Nvidia in 2023, We Were Paying 4 Times Earnings’
Ontario Teachers' Pension Plan (OTPP) could be sitting on a paper windfall of as much as $11.6 billion from its early investment in Elon Musk-backed SpaceX as the rocket and satellite company prepares to begin trading on the Nasdaq on...
Wolfe Research says SpaceX's $75 billion IPO is turning Tesla merger speculation into a core thesis for TSLA investors.
The Danish Road Traffic Authority (Færdselsstyrelsen) has cleared the advanced driver-assistance system for use on public roads.
Tesla, Inc. (NASDAQ:TSLA) is one of the best NASDAQ stocks to buy and hold for 3 years. Reuters reported on June 3 that Tesla, Inc. (NASDAQ:TSLA) is rolling out its unsupervised robotaxis in the Austin Metro area in Texas in an attempt to speed up its autonomous ride-hailing operation. It stated that a wider adoption […]
Customer deliveries for the R2 SUV begin Tuesday
SpaceX and Tesla Inc. CEO Elon Musk hailed investor Ron Baron after the latter predicted that SpaceX could go on to become the most profitable and valuable company of all time ahead of its anticipated IPO. SpaceX To $30 Trillion?...

Yale School of Management executive fellow and "Picking Presidents" author, Gautam Mukunda, sits down with Yahoo Finance's Julie Hyman to explain how Elon Musk's 85% voting share at SpaceX (SPAX.PVT) poses a grave threat to US capital markets.
Rivian Automotive has started its Model 3 era. Investors are hoping the company’s Tesla -like strategy leads to Tesla-like returns in the coming years. Rivian said in a social media post Tuesday that its next electric-vehicle model the R2 SUV, “is here.”
SpaceX nears an IPO at around $1.75T valuation, sparking a debate. Does it hold Tesla-like upside or are investors already paying for decades of success?
By Karen Roman Solidion Technology, Inc. (Nasdaq: STI) said it was granted seven new U.S. patents on anode materials for lithium batteries totaling 130 patents in the country. The company’s […]
Tesla (NASDAQ:TSLA) CEO Elon Musk is once again pitching a project that sounds engineered to break Excel spreadsheets. According to an X post from Sawyer Merritt circulating this week, Musk described Terafab as a roughly 100 million square foot facility, about 10 times larger than Tesla’s Giga Texas factory, with a long-term output target of ... Elon Musk Reveals Insane Plan to Double American Chip Production in a Single Plant
SpaceX and Tesla CEO Elon Musk released specs for the orbital data centers his two companies are collaborating on. Tesla stock is soaring this week.
MANGOS — no, not the tropical stone fruit — is the latest Big Tech acronym to be at the top of investors' minds ahead of 2026's biggest IPOs. MANGOS consists of Meta Platforms (META), Anthropic (ANTH.PVT), Nvidia (NVDA), Alphabet (GOOG, GOOGL), OpenAI (OPAI.PVT), and SpaceX (SPCX, SPAX.PVT). Yahoo Finance Senior Business Reporter Ines Ferré explains the latest AI tech groupings being coined by Wall Street analysts.
J.P. Morgan recently raised its price target on Tesla by more than 3x.
Investing.com -- With SpaceX set to go public this week, Wolfe Research is examining what the listing could mean for Tesla investors, particularly as speculation around a potential merger between the two Elon Musk-led companies gains traction on Wall Street.
The stock market has spent most of the past two years rewarding companies tied to artificial intelligence. Nvidia (NASDAQ:NVDA) became the world’s most valuable business because it supplies the chips powering the AI revolution. Yet a growing number of investors are looking beyond AI software and data centers toward the physical machines AI could eventually ... Wall Street Pounds the Table: Tesla’s Future Is Not in Cars — It’s Robotics
Tesla stock rose early Tuesday, with investors digesting autonomous driving updates from the company and ARK Invest’s Cathie Wood. Shares of the electric-vehicle maker were up 0.6% at $411.25 in premarket trading, while and futures were up 0.5% and 0.2%, respectively. The modest early move came after Tesla released safety data on Dutch drivers using the company’s Full Self-Driving product, which can handle most driving tasks but still requires 100% driver supervision.
Copenhagen Infrastructure Partners (CIP) has announced a partial divestment of its Devilla battery storage project, transferring minority stakes to the Scottish National Investment Bank and Nuclear Liabilities Fund. The 500MW Devilla facility, currently in construction, is poised to become one of Europe’s largest battery energy storage systems upon its commissioning in 2028. This project, strategically located in Kincardine, Scotland, aims to enhance grid stability and support the integration...
Elon Musk is the richest person in the world and close to becoming the first-ever trillionaire. How did the Tesla and SpaceX founder make his fortune?
SpaceX is about to make history with a potential $75 billion IPO -- but before you rush to buy shares, you need to understand what's really driving this $1.8 trillion valuation.
MANGOS typically refers to artificial intelligence leaders such as Meta, Anthropic, Nvidia, Google, OpenAI, and SpaceX.
Shares of electric vehicle pioneer Tesla (NASDAQ:TSLA) jumped 5.5% in the afternoon session after the company's unsupervised robotaxi service launched in Austin over the weekend, the most concrete step yet toward the autonomous revenue story the stock has been pricing in, while JPMorgan's upgrade continued to provide institutional support in a broader risk-on session.
(Bloomberg) -- Elon Musk unveiled a more detailed look at an initial version of an AI data center satellite SpaceX plans to build, providing fresh insight into the ambitious project driving the company’s highly anticipated initial public offering.Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’LA Mayor Race Flips as Socialist Beats Reality TV Star PrattTrump Says He, Not Congress, Is in Charge of Kennedy Center in ReversalTrump’s $100,000 H-1B Visa Applicatio
Elon Musk joined ASML Holding’s (ENXTAM:ASML) recent technology conference virtually to discuss chip manufacturing ambitions tied to the proposed Terafab project. Musk and ASML executives held direct talks about supplying advanced lithography equipment for a planned Terafab chip fabrication facility supporting Tesla, SpaceX and xAI. The invitation triggered internal pushback from some ASML employees, who raised concerns about Musk’s involvement and its implications for the company’s values...
Cathie Wood experienced an unsupervised Tesla Robotaxi ride in Austin on Monday and immediately added a new cost line item to ARK Invest’s valuation model after the vehicle received a $75 parking ticket.