No, $tsla is being kept in the $350-$400 range because $spcx is very likely planning an imminent bid, and $tsla in this range and $spcx at ~$160 makes sense for a bid without too much dilution.
Tesla Shares Under Pressure After SpaceX IPO
For 15 years $Tesla Motors(TSLA)$ was investors' sole public vehicle for exposure to Elon Musk; since $SpaceX(SPCX)$ began trading in June, Tesla shares have come under pressure. In the three months...
Chinese "recall" fixed by software update and sticky labels drawing attention to emergency door release. No big deal, despite presented as otherwise.
Tesla Stock Jumps 4.5%: What Investors Need To Know
• Tesla shares rebounded as stabilizing markets and discounted tech valuations boosted investor sentiment.
• Asian price adjustments and autonomous mobility rollouts supported the company upward trajectory.
• Technical indicators show neutral conditions, while annual revenue reached $94.83 billion.
A few clues here. It's Reuters, so almost bound to be a hit piece on Tesla. See them on Bluesky? What, that safe space for lefties? Or you could find your information on X to discover that Musk has already debunked the China Sale story as fake news, saying it's never even been discussed.
Tesla China Sale Looks Best on Paper
BREAKINGVIEWS-Tesla China sale looks best on paperHONG KONG, July 31 -The $1.2 trln EV giant may sell its China arm to prep for a possible SpaceX merger. Tesla and global carmakers risk hitting geopolitical potholes if they stay, for more meagre rewards than before. But with no Elon Musk, robots or robotaxis, a buyer would demand a big discount.Full view will be published shortly.Follow Katrina Hamlin on Bluesky and Linkedin.CONTEXT NEWSSome Tesla executives have been told to prepare for a separation of the Chinese business ahead of a possible merger, the Wall Street Journal reported on July 31, citing sources. Tesla advisers have discussed options including a spinoff, sale or closure, the report said, citing another source.Tesla CEO Elon Musk denied the report in a post on X, calling it "absurdly fake news."Tesla reported revenue of $4.7 billion from China in April to June, around 17% of its total $28 billion revenue in the quarter. Its Shanghai factory, which has capacity to make mor
I'd also be looking at FSD take rate, since this subscription revenue is almost pure profit, and FSD adoption in various countries in Europe, Australia and NZ, and others should show decent growth this quarter.
Earning Preview: Tesla Q2 EPS Expected to Surge Over 14%; AI and Autonomous Driving Progress in Focus
$Tesla Motors(TSLA)$ is scheduled to report its second-quarter 2026 earnings after the U.S. market closes on July 22. Investors' attention has expanded far beyond the company's core automotive...
For those who think Tesla's recent slide below $400 means that some sort of catastrophic dip it coming and support levels have been breached, and that Rivian is coming for Model Y, I'd just offer the following counter-points: 1. $Tsla closed around $405 today, so no real evidence of support being breached; Tesla is a far stronger company now in mid-July than it was in December 2025 when it was hitting ATH at around $490; Rivian, though they produce nice cars, is still nowhere near Tesla in volume production or economies of scale, and are still losing money; Tesla, on the other hand, just had a bumper quarter with Q2 earnings due July 22nd. Unlike Q1, when the stock drifted lower on an absence of near term catalysts, Q3 sees an abundance of them. So sell at your peril!
If there is more news about the Joint Venture for Terafab (possibly a new company to run it with Outside capital to help fund it), I’d be very bullish. SpaceX and Tesla both stand to make massive savings on chips if this works, but need partners to pull it off.
However, S&P has a discretionary rule: the Index Committee can add an acquirer of an S&P constituent in a stock deal even if eligibility isn't fully met, to cut turnover and maintain representativeness. This might be invoked if $SPCX was to take over $TSLA, for example.
SpaceX blocked from early US benchmark index entry as S&P reaffirms existing rules
UPDATE 3-SpaceX blocked from early US benchmark index entry as S&P reaffirms existing rulesSpaceX is world's biggest-ever IPO, targeting $1.75 trillion valuationS&P 500 inclusion requires company to be profitable, among other rules SpaceX posted $4.94 billion loss in 2025Adds detail on S&P decision, background on Nasdaq rulesBy Pritam Biswas and Noel Randewich
Well Q1 deliveries shouldn't really be compared to prior quarters, since the automotive industry is highly cyclical and Q1 is always the lowest quarter. It is up on 2025 Q1 however. As far as Tesla capex splurge, there are good reasons for doing this now, not least the 100% depreciation in year 1. So I'm not really overly concerned about that decision. As to revenue, we are on the cusp of Cybercab rollout, and Robotaxis hold the promise of far eclipsing automotive revenue in the relatively near future, let alone the growth of Tesla Energy, because all those new Datacentres are going to need heaps of BESS to be able to guarantee that their ravenous energy requirements are not going to negatively affect their local grid.
Automotive Segment Pressures Emerge as "New Normal" for Tesla, Market Shifts Focus from Deliveries to Musk's Next Vision
Tesla Motors continues to face increasing challenges in its core automotive business, even as CEO Elon Musk bets the company's future on artificial intelligence. Funding these ambitious AI...
TeslaBoomerMama and Pejjy had a great discussion on YouTube discussing this scenario. Bottom line was that it's better for $Tsla shareholders to hold off selling their shares to participate in the IPO. The most likely scenario is that SpaceX IPOs around June 9th and bids for $TSLA much sooner thereafter than most people are thinking, the reason being to protect $Tsla from a possible hostile takeover. Existing Tesla shareholders would likely benefit from a takeover premium of between 20-40% (if they continue to hold $Tsla stock), whereas SpaceX shareholders would face dilution on a bid for $tsla.