Barclays Says a Tesla-SpaceX Merger Could Be Announced Before December

Impact · against what's priced in

The potential Tesla-SpaceX merger remains purely speculative and offers no fundamental support for Tesla's stretched valuation, which continues to be pressured by operational misses. SpaceX's price action is driven by external partners like CoreWeave rather than merger anticipation, while Uber's position remains largely unchanged by the noise.

UBER+0.20

Challenges what's priced in

The price assumes