What we know. Two distinct proposed ideas scenarios, transactions. My understanding from from sources is that Space X investors are particularly pushing this idea of a combination with Tesla.Either way, highly unusual because we thought that Space X was on track for an IPO mid-year. What do we need to know. Well, they still may IPO this year.It's you know, this seems to be a lot of ideas kicking around at the corporate table. It's certainly faster to do a combination between an existing public company than ...

Sources tell us that SpaceX and Tesla have considered some sort of merger between those two. And you see Tesla push higher in the after hours after we broke that story. They've also looked at a merger or combination between SpaceX X and x x.I my understanding is that there is a group of investors that are pushing very much on the Tesla idea, but nothing is final know. As as we all know, the background context is that SpaceX is making preparations for an IPO at some point in the middle of this year. So.So th ...

Core Viewpoint - The year 2026 is identified as the pivotal moment for "Physical AI," where artificial intelligence transitions from digital platforms to physical applications in robots, vehicles, and handheld devices [1] Group 1: Tesla Inc (NASDAQ: TSLA) - Tesla is viewed as the leading company in the Physical AI sector, evolving beyond a traditional car manufacturer to a significant player in embodied AI [1] - Concerns regarding quarterly delivery fluctuations are dismissed, with a focus on the anticipated "golden year" ahead [1] - Key technologies driving Tesla's valuation include Full Self-Driving (FSD) and the Optimus humanoid robot, with FSD adoption expected to reach 50% and autonomous "Cybercabs" operational in 30 cities by the end of 2026 [1] Group 2: Nvidia Corp (NASDAQ: NVDA) - Nvidia is described as the foundational company for the Physical AI ecosystem, providing essential computing power and specialized chips for autonomous fleets and industrial robotics [1] - The company is considered four to five years ahead of competitors, creating a significant competitive moat [1] - Nvidia's hardware is characterized as the "oxygen" of the industry, indicating its critical role in the shift towards physical robotics [1] Group 3: Apple Inc (NASDAQ: AAPL) - Apple is positioned as a key player in the upcoming physical AI upgrade cycle, with 2026 seen as a crucial year for the company [1] - The integration of generative AI into iPhone hardware and a potential partnership with Google Gemini are highlighted as catalysts for a major upgrade cycle [1] - The iPhone is regarded as the primary interface for consumers engaging with the AI revolution, with predictions of unlocking billions in recurring, high-margin revenue, potentially elevating Apple's valuation towards $5 trillion [1]

Earnings Reports - Microsoft and Meta both beat expectations, with Meta increasing its CapEx spending to $17 billion, a 41% growth from last year [4] - Microsoft stock fell 10% post-earnings, while Meta's stock rose 10%, indicating differing market reactions despite similar news [5] - Meta's average revenue per user reached $16.56, up 16% year-over-year, marking 10 consecutive quarters of double-digit growth [9] - Microsoft continues to see solid growth in its cloud segment, but concerns arise about reaching a peak [10] - Tesla's earnings report showed declines in deliveries and production, with the stock initially rising but then fading [12] - Apple reported record sales with iPhone revenue exceeding $85 billion and services revenue surpassing $30 billion, but the stock declined due to perceived lack of investment in AI [16] Health Insurance Sector - UnitedHealth's stock dropped 20% after projecting a revenue decline in 2026, the first such decline in decades, influenced by proposed minimal increases in payment rates [18] - Other health insurance stocks also fell, with Humana down 21%, CVS down 14%, and Molina Healthcare down 8% [19] Travel and Leisure Industry - Royal Caribbean's stock rose 19% following stronger-than-expected guidance, indicating double-digit growth in revenue and earnings [21] - Southwest Airlines also saw a 19% increase in stock price, projecting a 300% rise in EPS for 2026 compared to 2025 [22] - The performance of these companies suggests underlying demand in the travel and leisure sector [23] Upcoming Earnings - Anticipation builds for Amazon and Alphabet's earnings reports, with a focus on Amazon's AWS performance and Alphabet's investment strategies in AI [24][27] - Other notable companies reporting include Uber, Qualcomm, and several pharmaceutical firms [28] Macro Economic Insights - The upcoming jobs data is expected to be significant, with previous reports showing only 50,000 jobs added, raising concerns about potential negative revisions [36] - Consumer confidence remains low, attributed to persistent inflation and rising prices affecting daily life [39][40] - The political landscape may further influence consumer perceptions of the economy, especially with midterm elections approaching [43]

Jan 30 (Reuters) - Shares of Tesla jumped nearly 5% on Friday after reports that SpaceX was in deal talks with Elon Musk's other companies stoked investor ​hopes that the billionaire's tech empire could be unified further. SpaceX is in discussions ‌to merge with Musk's AI startup, xAI, ahead of a blockbuster public offering planned for this year, Reuters ‌reported on Thursday. Separately, Bloomberg News reported that SpaceX is considering a merger with Tesla. While Musk's companies are already interlin ...

Shares of Tesla jumped more than 5% on Friday, after reports that SpaceX was in deal talks with Elon Musk's other companies stoked investor hopes that the billionaire's tech empire could be unified f... ...

SpaceX is exploring a potential merger with Tesla ( NASDAQ:TSLA ) or xAI as it prepares for an initial public offering targeted for mid-June 2026, according to reports from Bloomberg and Reuters. ...

TSLA has experienced impressive surges, with over 30% increases in less than two months happening 18 times, particularly in 2013 and 2024. There were also occasions where gains surpassed 50% within similar time frames, underscoring Tesla's capacity for swift price increases. If these trends continue, upcoming catalysts could propel TSLA stock to significant new heights, creating substantial opportunities for investors.Low-angle view of the facade of Tesla Motors dealership with logo and sign in Pleasanton, ...

Core Insights - Analysts have provided mixed perspectives on Tesla Inc.'s fourth-quarter earnings, highlighting both positive and negative factors affecting the company's outlook [1]. Group 1: Analyst Perspectives - Gary Black from The Future Fund LLC anticipates a 2-3% rise in Tesla shares following the earnings call, despite concerns over a $20 billion capital expenditure and the discontinuation of profitable S/X models [2][4]. - Black also noted positive comments from Tesla management regarding Robotaxi efforts and strong fourth-quarter electric vehicle gross margins [3]. - Ross Gerber of Gerber Kawasaki described the earnings call as marking the "end of an era" for Tesla, emphasizing the company's shift towards autonomous vehicles and the transition to a "transportation as a service" model [4][5]. Group 2: Focus on Autonomous Vehicles - Gene Munster from DeepWater Management highlighted the progress in Tesla's autonomous and Robotaxi initiatives, interpreting the sharing of active Full Self-Driving subscription figures as a sign of the company's confidence [6].

Core Viewpoint - The company will cease production of the Model S and Model X electric vehicles, which were significant models in its early electric vehicle lineup [1] Group 1 - The chief executive, Elon Musk, announced the decision to stop making the Model S and Model X this week [1]