Invezz
13 Nov 2026, 16:49 UTC · 1h ago
Why SpaceX shares are sliding ahead of historic Starship Flight 15 launch?
Impact · against what's priced in
The reports of a potential SpaceX-Tesla merger and subsequent political pushback act as a negative catalyst for TSLA by adding regulatory friction to a stock already struggling with core automotive declines. For NVDA, the news is noise, as the price already assumes significant growth deceleration and ignores speculative partnership upside.
- TSLA−0.30
Challenges what's priced in
- The price assumes
A modest, incremental improvement in autonomy software, but not a near-term, high-margin paradigm shift.
The market is not paying for a high-margin shift, and the prospect of a merger now introduces regulatory friction and political scrutiny from the Texas Attorney General-elect and federal Democrats, which creates a new valuation overhang.
What TSLA's price assumes · Aug 25
