Tesla Inc（TSLA）のニュースとイベントTSLATesla Inc

Barclays Analyst Sees Increased Merger Potential Between Tesla and SpaceX

Barclays analyst Dan Levy believes an announced merger between Tesla (TSLA) and SpaceX (SPCX) is possible before Tesla's annual meeting, which is likely to be held on December 6 at the latest. A deal has become widely expected by the market, the analyst tells investors in a research note. Barclays believes vertical integration and the ability to accelerate AI opportunities at both of Elon Musk's companies are supportive of a combination. While it is possible the timing of a merger announcement could slip later into October or perhaps even until early November, such timing may increasingly challenge merger approval as part of the annual meeting, the analyst contends.

Tesla Shares Up 2.07% Amid Mixed Options Sentiment

Cboe data shows mixed options sentiment in Tesla (TSLA), with shares up $7.75, or 2.07%, near $382.75. Options volume running well above average with 3.87m contracts traded and calls leading puts for a put/call ratio of 0.62, compared to a typical level near 0.68. Implied volatility (IV30) dropped 0.76 near 42.34,in the bottom quartile of the past year, suggesting an expected daily move of $10.21. Put-call skew steepened, indicating increased demand for downside protection.Looking ahead: Tesla (TSLA) will report earnings after the close on 2026-10-21.Option markets are pricing in a 50% probability of a move greater than 5.05% or $19.31.

Trump Says U.S. Will Not Strike Iran, Oil Pulls Back

Bets on a solid earnings season sent stocks to within striking distance of their all-time highs and oil pulled back as President Trump said that the U.S. will not resume military strikes against Iran before the November midterm elections. In addition, Trump said late in the session that Russian leader Vladimir Putin had agreed to release diesel supplies into the global market.The corporate earnings test begins next week, with reports due from JPMorgan, Bank of America, Citigroup, Johnson & Johnson, and UnitedHealth.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:SpaceXwill acquire a nationwide low-band spectrum license portfolio of up to 14 megahertz of paired spectrum in the 800 MHz band as part of efforts to help Starlink Mobile become a "major mobile carrier" in the U.S.Humanashares jumped while Alignment Healthcareslipped after the Centers for Medicare & Medicaid Services published its 2027 Medicare Part C and Part D Star RatingsDeltareported mixed Q3 results and cut its FY26 earnings outlookApplehas asked some of its suppliers to cut production of components for its iPhone 18 Pro and iPhone 18 Pro Max, Nikkei Asia reportsLumentumCEO Michael Hurlston said the company has "completely sold out" in its optoelectronics parts through nearly 2029, Bloomberg reports2. WALL STREET CALLS:Scotiabank upgraded Webullto Outperform on valuationPershing Squaredowngraded to Sell at Citi after share rallyMonness upgraded Elasticto Buy on agentic AI trendsAlignment Healthcaredowngraded to Neutral at BofAOppenheimer upgraded Fastlyto Outperform on solid industry checks, agentic AI opportunity3. AROUND THE WEB:Hunterbrook is short Meta, saying data show that Muse downloads are slowingCable Oneis close to closing a $1.25B first-lien financing deal, WSJ reportsSouthwestis leaning toward Boeing's787 Dreamliner as its first widebody aircraft to support potential long-haul international expansion, though no final decision has been made and approval rests with the board, Reuters reportsChina-made Teslavehicles were up 5% from a year ago in September, an increase from a 3.6% gain in August, Reuters saysCarlyleis no longer actively pursuing a deal to acquire international assets of Lukoil, Reuters reports4. MOVERS:Quantum-Sigained after announcing it demonstrated detection of 19 amino acids in its Proteus development programGinkgo Bioworksrose after announcing it will provide autonomous lab access to NSF X-Labs researchersModernasurged after the New York Times reported that that NIH is making a big bet on a public-private partnership over cancer vaccinesBrookdale Senior Livingwas lower after announcing occupancy for SeptemberJoby Aviationfell after Barclays downgraded the stock to Underweight5. EARNINGS/GUIDANCE:Braema Hotels & Resortsprovided guidance for FY27Park Aerospacereported Q2 results, with EPS and revenue higher year-over-yearOil-Dri Corporation of Americareported Q4 results, with Daniel Jaffee commenting the company reported its "strongest full year sales" in its historyJPMorganto report Q3 results on October 13Johnson & Johnsonto report Q3 results on October 13INDEXES:The Dow rose 423.31, or 0.83%, to 51,654.95, the Nasdaq gained 172.83, or 0.64%, to 27,366.17, and the S&P 500 advanced 46.18, or 0.59%, to 7,811.54.