Barclays Says a SpaceX Merger Is Now "a Key Part" of the Tesla Bull Case. Here's Who Actually Wins if It Happens -- and Who Pays.
Published . Updated .
Covered by 3 outlets: The Globe and Mail, Yahoo Finance, The Motley Fool.
Who covered it: Center 1 · Not rated 2. How we rate outlets
SpaceX and Tesla could be on track for the biggest merger in stock market history.
Directly affected
- BCS Barclays-11.8% 30d
Named in this report.
- SPCX Space Exploration Technologies-16.1% 17d
Named in this report.
- TSLA Tesla+6.6% 30d
Named in this report.
Indirectly affected
- XLF Financial Select Sector SPDR-3.5% 30d
Financial Select Sector SPDR holds the financials sector that Barclays belongs to, so it often moves with news about it.
- SAN Banco Santander, S.A-13.5% 30d
Banco Santander, S.A is a peer of Barclays in commercial banks; rivals often move on the same news.
- BBVA Banco Bilbao Vizcaya Argentaria, S.A-11.6% 30d
Banco Bilbao Vizcaya Argentaria, S.A is a peer of Barclays in commercial banks; rivals often move on the same news.
- ING ING Groep N.V-9.8% 8d
ING Groep N.V is a peer of Barclays in commercial banks; rivals often move on the same news.
- LYG Lloyds Banking Group
Lloyds Banking Group is a peer of Barclays in commercial banks; rivals often move on the same news.
- NWG NatWest Group
NatWest Group is a peer of Barclays in commercial banks; rivals often move on the same news.
- XLI Industrial Select Sector SPDR-1.5% 30d
Industrial Select Sector SPDR holds the industrials sector that Space Exploration Technologies belongs to, so it often moves with news about it.
- LMT Lockheed Martin
Lockheed Martin is a peer of Space Exploration Technologies in guided missiles and space vehicles and parts; rivals often move on the same news.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| BCS | -0.27% | +2.60% | base | after close | after close | after close | after close |
| SPCXNo price data for this ticker | — | — | — | — | — | — | — |
| TSLA | -2.03% | +1.14% | base | after close | after close | after close | after close |
| XLFNo price data for this ticker | — | — | — | — | — | — | — |
| SANNo price data for this ticker | — | — | — | — | — | — | — |
| BBVANo price data for this ticker | — | — | — | — | — | — | — |
| INGNo price data for this ticker | — | — | — | — | — | — | — |
| LYGNo price data for this ticker | — | — | — | — | — | — | — |
| NWGNo price data for this ticker | — | — | — | — | — | — | — |
| XLINo price data for this ticker | — | — | — | — | — | — | — |
| LMTNo price data for this ticker | — | — | — | — | — | — | — |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
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Barclays Says a SpaceX Merger Is Now "a Key Part" of the Tesla Bull Case. Here's Who Actually Wins if It Happens -- and Who Pays. The Globe and Mail
Source: The Globe and Mail
This story
| Company | When | Move | Status |
|---|---|---|---|
| BCS | three days earlier | +2.60% | final price |
| BCS | five days earlier | -0.27% | final price |
| TSLA | three days earlier | +1.14% | final price |
| TSLA | five days earlier | -2.03% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Maria Elvira Salazar sold Space Exploration Technologies (SPCX), worth $1,001 - $15,000 on 24 Sep 2026. That is 38 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar bought Space Exploration Technologies (SPCX), worth $1,001 - $15,000 on 12 Aug 2026. That is 81 days before publication. Filed 9 Sep 2026. View the filing.
- Rep. Pete Sessions sold Tesla (TSLA) (held by a spouse), worth $15,001 - $50,000 on 2 Oct 2026. That is 30 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Tesla (TSLA) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 37 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Tesla (TSLA) (held by a dependent child), worth $15,001 - $50,000 on 11 Sep 2026. That is 51 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Banco Santander, S.A (SAN), worth $1,001 - $15,000 on 31 Aug 2026. That is 62 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 39 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 39 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 17 Sep 2026. That is 45 days before publication. Filed 13 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
This story
50 out of 100
“Barclays Says a SpaceX Merger Is Now "a Key Part" of the Tesla Bull Case. Here's Who Actually Wins if It Happens -- and Who Pays.” scores 50 out of 100. The score uses 4 sources.