O'Leary: Tesla-SpaceX Merger After Roadster Demo [2026]
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Kevin O'Leary backs a Tesla-SpaceX merger after the Roadster demo. See his case, the numbers behind it, and what it could mean for investors in 2026.
Directly affected
- TSLA Tesla+3.7% 30d
Named in this report.
Indirectly affected
- XLY Consumer Discretionary Select Sector SPDR+0.3% 16d
Consumer Discretionary Select Sector SPDR holds the consumer sector that Tesla belongs to, so it often moves with news about it.
- GM General Motors-12.9% 30d
General Motors is a peer of Tesla in motor vehicles and passenger car bodies; rivals often move on the same news.
- PCAR Paccar
Paccar is a peer of Tesla in motor vehicles and passenger car bodies; rivals often move on the same news.
- F Ford Motor-16.4% 30d
Ford Motor is a peer of Tesla in motor vehicles and passenger car bodies; rivals often move on the same news.
- RIVN Rivian Automotive-25.5% 30d
Rivian Automotive is a peer of Tesla in motor vehicles and passenger car bodies; rivals often move on the same news.
- OSK Oshkosh-7.4% 16d
Oshkosh is a peer of Tesla in motor vehicles and passenger car bodies; 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 |
|---|---|---|---|---|---|---|---|
| TSLA | -4.61% | -4.34% | base | after close | after close | after close | after close |
| XLYNo price data for this ticker | — | — | — | — | — | — | — |
| GMNo price data for this ticker | — | — | — | — | — | — | — |
| PCARNo price data for this ticker | — | — | — | — | — | — | — |
| FNo price data for this ticker | — | — | — | — | — | — | — |
| RIVNNo price data for this ticker | — | — | — | — | — | — | — |
| OSKNo 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.
Market Call
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O'Leary: Tesla-SpaceX Merger After Roadster Demo [2026] shattered.io
Source: shattered.io
This story
| Company | When | Move | Status |
|---|---|---|---|
| TSLA | three days earlier | -4.34% | final price |
| TSLA | five days earlier | -4.61% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Rohit Khanna bought Tesla (TSLA) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 32 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 46 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Tesla (TSLA) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 53 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold General Motors (GM), worth $1,001 - $15,000 on 24 Aug 2026. That is 64 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Paccar (PCAR) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 32 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Paccar (PCAR) (held by a dependent child), worth $1,001 - $15,000 on 11 Sep 2026. That is 46 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Kevin Hern sold Ford Motor (F), worth $1,001 - $15,000 on 31 Aug 2026. That is 57 days before publication. Filed 25 Sep 2026. View the filing.
- Rep. Rohit Khanna bought Ford Motor (F) (held by a dependent child), worth $1,001 - $15,000 on 10 Aug 2026. That is 78 days before publication. Filed 4 Sep 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).
How solid “O'Leary: Tesla-SpaceX Merger After Roadster Demo [2026]” looks
12 out of 100
“O'Leary: Tesla-SpaceX Merger After Roadster Demo [2026]” scores 12 out of 100. The score uses 1 sources.