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SPCX 資訊
SPCX 事件
RBC Capital Says SpaceX Recovery Creates Attractive Entry Point for Tesla Acquisition
RBC Capital says the recovery in SpaceX (SPCX) shares creates a potentially attractive entry point for a Tesla (TSLA) acquisition. RBC continues to believe that a combination "would represent a compelling strategic and financial proposition for Tesla shareholders." At a hypothetical $480 per share transaction price, or a 30% premium to Tesla's current share price, Tesla shareholders would own 48% of a $3.74 trillion combined entity while gaining exposure to SpaceX's long-term growth trajectory, the analyst tells investors in a research note. RBC believes Tesla shareholders should be receptive to a deal at $480 per share. "While we have no knowledge of a transaction or potential timing, we continue to see compelling long-term growth potential and meaningful synergies from a combination," The firm writes.
Trump Announces $21 Billion Investment for GlobalFoundries
Catch up on the top industries and stocks that were impacted, or were predicted to be impacted, by the comments, actions and policies of President Donald Trump with this daily recap compiled by The Fly.GLOBALFOUNDRIES INVESTMENT:President Donald Trump wrote on Truth Social, "ANOTHER MASSIVE 21 BILLION DOLLAR INVESTMENT FOR AMERICA! Today, under my leadership, GlobalFoundries and my Department of Commerce led by Secretary Howard Lutnick announced a MASSIVE 21 BILLION INVESTMENT to build 2 giant new Semiconductor Manufacturing Facilities in Malta, New York... Under my direction, JAPAN WILL PROVIDE THE CAPITAL for the 21 Billion Dollar Investment. This DEAL is a result of my HISTORIC TRADE DEALS to REVITALIZE the American Industrial Base, create HUNDREDS OF THOUSANDS OF GREAT AMERICAN JOBS, and strengthen our National and Economic Security."We are turning the Investment commitments from Japan, Korea and Taiwan into HUGE Construction Projects. These are TRANSFORMATIONAL AND GENERATIONAL DEALS FOR AMERICA - More Semiconductors, more Power, more Energy Security, and more Jobs for the U.S.A. As I showed with our massive WIN with INTEL, my Administration's Commerce Department is the first to ever earn money for America. I am announcing an additional agreement with GlobalFoundries where the U.S. Taxpayer will receive shares in GlobalFoundries. My Commerce Department will invest 955 Million Dollars in Silicon Photonics, Silicon Germanium, and Advanced Packaging. This brings our total Investments to 1.63 Billion Dollars, and now, the U.S. Government's stake is worth over 2 Billion Dollars. We are the first Administration ever to turn Grants into money for America. Your great Businessman President running the Greatest Economy in the World - AN ALL-AROUND HUGE WIN FOR AMERICA!"ACCESS TO STARSHIELD:U.S. President Donald Trump did not order limits on Ukraine's access to SpaceX's Starshield, Kate Sullivan, Ellen Milligan, and Sana Pashankar of Bloomberg, citing comments made by a senior U.S. official. Earlier this week, Ukrainian President Volodymyr Zelenskyy accused Trump and SpaceX CEO Musk of restraining their access to the technology, arguing it led to civilian deaths because their interceptors using Starshield could no longer effectively knock down Russian drones. The official's comment does not remove the possibility a different official or agency curbed Kyiv's access to the technology.BALLROOM:Nvidiaand Appleeach committed $25M, the top amount, to President Trump's White House ballroom, while Microsoftand Palantireach committed $10M, and Metaand Amazon$5M, The Washington Post.
Tesla Unveils Second-Generation Roadster, Production Targeted for 2028
Tesla (TSLA) CEO Elon Musk unveiled the redesigned, SpaceX (SPCX)-powered second-generation Tesla Roadster, showcasing a model equipped with cold-gas and main thrusters capable of short airborne hops, driving upside down, and hitting 0-60 mph in under one second. Production is targeted for 2028. Musk says it will eventually be the only manually driven car Tesla makes.
Dow Rises 556.21 Points, Nasdaq Ends Little Changed
The Dow advanced and the Nasdaq finished little changed, but ended well off its worst levels, as concerns around overspending on AI led to underperformance in the tech-heavy index. Meanwhile, the producer price index rose 1.3% month over month, the largest increase since March 2022, following a 0.4% gain in August and exceeding economists' expectations for a 0.6% advance. On an annual basis, producer prices climbed 6.3%, up from 5.6% in August and the highest rate since December 2022.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Anthropic informed prospective investors that its Q3 revenue reached $16.8B, as the Claude maker forges ahead with plans for an IPO, Bloomberg reportsTSMCreported better-than-expected Q3 resultsPenske Automotiveagreed to be taken private in a $16.3B transactionCCC Intelligent Solutionsagreed to be acquired by GTCR and Elliott for $6.1BMetarolled out Muse Spark Open on AppleM5 Ultra Macs2. WALL STREET CALLS:Deutsche Bank upgraded Walmartto Buy on favorable 2027 setupSpotifydowngraded to Hold at StoneX on "tempered" gross margin viewQuantinuumupgraded to Overweight at Morgan StanleyPayPalreinstated at Underperform, down from Neutral, at BofACarMaxdouble upgraded to Buy from Underperform at BofA3. AROUND THE WEB:Appleclosed above a $5T market capitalization on Wednesday, ending the day at $5.005T, the second company after Nvidiato do so, WSJ reportsLone Star and Atlas Holdings are both exploring "multibillion-dollar bids" for International Paper'sEuropean packaging business, previously known as DS Smith, FT saysNvidia CEO Jensen Huang said the chipmaker "absolutely must" work with Chinese AI companies on monitoring risks, telling CNBC that AI is "potentially dangerous," and that he has ongoing "dialogues" with researchers in ChinaSpaceXhas restricted some Starlink services in Ukraine by disabling military-grade terminals traveling above 100 mph, Reuters reportsSignet Jewelersand Richemontare in talks to join the Global Diamond Consortium to buy diamond miner De Beers from Anglo American, Bloomberg says4. MOVERS:OPKO Healthgained after entering into an agreement for Labcorpto acquire select assets of OPKO Health subsidiary BioReference HealthEricssonincreased in New York after reporting Q3 results and announcing with Verizonthe completion of the first 6G field callRecursion Pharmaceuticalswas higher after reporting data from its REC-1245 and REC-4881 trials, announcing Sanofioptioned the first development candidate from their multi-program research collaboration, and pricing 61.54M shares of its stockCybersecurity companies including CrowdStrikeand Palo Alto Networkswere lower after Semafor reported that Perplexity is "giving away" its AI sandbox SPACEAquestive Therapeuticsfell after announcing the FDA acknowledged its resubmission of the NDA for Anaphylm sublingual film5. EARNINGS/GUIDANCE:FMCcut its Q3 revenue guidance, saying it is facing slower-than-expected demand from channel customers in key marketsPrologisreported Q3 results and raised its outlook for FY26, with CEO Daniel Letter saying the company "executed well" this quarter"ManpowerGroupreported Q3 results, with EPS in-line with consensusU.S. Bancorpreported Q3 results, provided guidance for Q4, and raised its outlook for FY26PNC Financialreported Q3 results with EPS beating consensusINDEXES:The Dow rose 556.21, or 1.08%, to 52,177.69, the Nasdaq gained 20.16, or 0.08%, to 26,713.03, and the S&P 500 advanced 25.12, or 0.33%, to 7,744.06.
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