Here are Thursday's biggest calls on Wall Street.
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Here are Thursday's biggest analyst calls: Nvidia, Tesla, SpaceX, Meta, CoreWeave, IBM, Block & more
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Here are Thursday's biggest calls on Wall Street.
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SpaceX and Tesla on track for merger as soon as December
The merger would be a blockbuster for Wall Street’s dealmakers, creating a conglomerate housing EVs, energy storage batteries, rockets and satellites.
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SpaceX-Tesla mega-merger could come as soon as December.
The SpaceX-Tesla merger is increasingly sounding more like a when than an if. Bloomberg reports that the estimated $3.5 trillion tie-up could come as soon as December, but could also slip to early 2027: > The companies have also discussed a scenario in which an announcement slips into early 2027, said the people, who asked to not be identified because the discussions are private. Their boards and advisers are hammering out the terms of the tie-up and governance structure of the combined entity, among other matters, the people said. One of the complicating factors is how to keep separate Tesla’s business in China from SpaceX’s many government and defense contracts. The merger also may be upended by the Democratic Party’s success in the midterms, with many candidates running on the message of reining in Elon Musk’s corporate empire. [Link: SpaceX and Tesla Talks on Record Merger Are Said to Progress | https://www.bloomberg.com/news/articles/2026-11-12/spacex-and-tesla-talks-on-record-merger-are-said-to-progress | Bloomberg]
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Martin Rowson on the downfall of Nvidia’s Jensen Huang – cartoon
US commerce secretary Howard Lutnick faces questions as warnings emerge about an alleged Chinese spy’s ties to the CEO who has resigned
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Bessent says anyone at Nvidia should answer for chips reaching China
“Did Nvidia know their client?” Bessent asks, saying anyone at the company should be held accountable for chips leaking to China.
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How Jensen Huang’s exit from Nvidia impacts China’s AI supply chain
The founder’s stunning departure removes Beijing’s biggest advocate in Silicon Valley, accelerates chip stockpiling, and leaves Asian suppliers bracing for what comes next.
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Bessent points finger at Commerce Department in Nvidia scandal as Trump advisers discuss possible Lutnick ouster | CNN Politics
Treasury Secretary Scott Bessent on Friday accused the Commerce Department of a delay in labeling Nvidia customer Megaspeed a possible national security threat, publicly airing an ongoing administration blame game following the ouster of Nvidia CEO Jensen Huang.
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