Tesla's Texas Megapack Factory Granted FTZ Status; Chinese Tariffs Still Apply
Published . Updated .
Key takeaways
Market Call
Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.
Get these market calls by email
The week's biggest market-moving stories, Congress trades and Trump posts, with the tickers they touch. Free, one email a week.
Free. We only use your email to send the digest, never sell or share it, and every email has a one-click unsubscribe link. See our privacy policy.
This report is about tariffs and trade and Chinese tech.
Directly affected
- TSLA Tesla+6.6% 30d
Named in this report.
Indirectly affected
- XLI Industrial Select Sector SPDR-0.3% 30d
Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story.
- XRT SPDR S&P Retail ETF
SPDR S&P Retail ETF: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story.
- KWEB KraneShares CSI China Internet ETF-4.6% 30d
KraneShares CSI China Internet ETF: it holds Chinese internet companies. Linked by “chinese” (Chinese tech) in this story.
- SMH VanEck Semiconductor ETF-16.4% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “chinese” (semiconductors) in this story.
- FXI iShares China Large-Cap ETF-5.1% 30d
iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“chinese”).
- CAT Caterpillar-24.1% 30d
Caterpillar (construction machinery and equip): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.
- DE Deere-2.4% 30d
Deere (farm machinery and equipment): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.
- WMT Walmart+16.0% 30d
Walmart (variety stores): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| TSLA | +0.89% | -0.15% | base | -1.47% | after close | after close | after close |
| XLI | -1.06% | +0.22% | base | +1.55% | after close | after close | after close |
| XRT | -3.55% | -1.68% | base | -1.00% | after close | after close | after close |
| KWEB | -0.98% | -2.38% | base | -0.41% | after close | after close | after close |
| SMH | +9.78% | +10.54% | base | +2.52% | after close | after close | after close |
| FXI | -2.20% | -1.54% | base | -0.24% | after close | after close | after close |
| CAT | +16.30% | +5.44% | base | +2.17% | after close | after close | after close |
| DE | -4.18% | -1.10% | base | +0.60% | after close | after close | after close |
| WMT | -6.59% | -5.06% | base | -1.83% | after close | after close | after close |
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.
Tesla's Texas Megapack Factory Granted FTZ Status; Chinese Tariffs Still Apply KuCoin
Source: KuCoin
Price since this story was published: Select Sector Spdr Tr (XLI)
| Company | When | Move | Status |
|---|---|---|---|
| Caterpillar (CAT) | that day | +2.17% | still updating |
| Caterpillar (CAT) | three days earlier | +5.44% | final price |
| Caterpillar (CAT) | five days earlier | +16.30% | final price |
| Deere (DE) | that day | +0.60% | still updating |
| Deere (DE) | three days earlier | -1.10% | final price |
| Deere (DE) | five days earlier | -4.18% | final price |
| Ishares China Large-Cap Etf (FXI) | that day | -0.24% | still updating |
| Ishares China Large-Cap Etf (FXI) | three days earlier | -1.54% | final price |
| Ishares China Large-Cap Etf (FXI) | five days earlier | -2.20% | final price |
| Kraneshares Csi China Internet Etf (KWEB) | that day | -0.41% | still updating |
| Kraneshares Csi China Internet Etf (KWEB) | three days earlier | -2.38% | final price |
| Kraneshares Csi China Internet Etf (KWEB) | five days earlier | -0.98% | final price |
| Vaneck Etf Trust (SMH) | that day | +2.52% | still updating |
| Vaneck Etf Trust (SMH) | three days earlier | +10.54% | final price |
| Vaneck Etf Trust (SMH) | five days earlier | +9.78% | final price |
| TSLA | that day | -1.47% | still updating |
| TSLA | three days earlier | -0.15% | final price |
| TSLA | five days earlier | +0.89% | final price |
| Walmart (WMT) | that day | -1.83% | still updating |
| Walmart (WMT) | three days earlier | -5.06% | final price |
| Walmart (WMT) | five days earlier | -6.59% | final price |
| Select Sector Spdr Tr (XLI) | that day | +1.55% | still updating |
| Select Sector Spdr Tr (XLI) | three days earlier | +0.22% | final price |
| Select Sector Spdr Tr (XLI) | five days earlier | -1.06% | final price |
| Spdr Series Trust (XRT) | that day | -1.00% | still updating |
| Spdr Series Trust (XRT) | three days earlier | -1.68% | final price |
| Spdr Series Trust (XRT) | five days earlier | -3.55% | final price |
Congressional trades in the stocks in this story
- Rep. Pete Sessions sold Tesla (TSLA) (held by a spouse), worth $15,001 - $50,000 on 2 Oct 2026. That is 32 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 39 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 53 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Lisa McClain bought Caterpillar (CAT) (held by a spouse), worth $1,001 - $15,000 on 28 Sep 2026. That is 36 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Pete Sessions sold Walmart (WMT) (held by a spouse), worth $50,001 - $100,000 on 2 Oct 2026. That is 32 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Jonathan Jackson sold Walmart (WMT) (jointly held), worth $50,001 - $100,000 on 28 Sep 2026. That is 36 days before publication. Filed 19 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Walmart (WMT) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 39 days before publication. Filed 7 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).
Who gains and who loses around Select Sector Spdr Tr (XLI)
Companies mentioned with this story
- XLI Select Sector Spdr Tr
For “Tesla's Texas Megapack Factory Granted FTZ Status; Chinese Tariffs Still Apply,” Select Sector Spdr Tr (XLI) is linked, with no stored direction, medium confidence. Reason on file: Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story
- XRT Spdr Series Trust
In “Tesla's Texas Megapack Factory Granted FTZ Status; Chinese Tariffs Still Apply,” Spdr Series Trust (XRT) is linked, with no stored direction, medium confidence. Reason on file: SPDR S&P Retail ETF: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story
- KWEB Kraneshares Csi China Internet Etf
For “Tesla's Texas Megapack Factory Granted FTZ Status; Chinese Tariffs Still Apply,” Kraneshares Csi China Internet Etf (KWEB) is linked, with no stored direction, medium confidence. Reason on file: KraneShares CSI China Internet ETF: it holds Chinese internet companies. Linked by “chinese” (Chinese tech) in this story
- SMH Vaneck Etf Trust
Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “Tesla's Texas Megapack Factory Granted FTZ Status; Chinese Tariffs Still Apply.” Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “chinese” (semiconductors) in this story
- FXI Ishares China Large-Cap Etf
Ishares China Large-Cap Etf (FXI) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “Tesla's Texas Megapack Factory Granted FTZ Status; Chinese Tariffs Still Apply.” Reason on file: iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“chinese”)
- CAT Caterpillar
For “Tesla's Texas Megapack Factory Granted FTZ Status; Chinese Tariffs Still Apply,” Caterpillar (CAT) is linked, with no stored direction, medium confidence. Reason on file: Caterpillar (construction machinery and equip): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story
- DE Deere
In “Tesla's Texas Megapack Factory Granted FTZ Status; Chinese Tariffs Still Apply,” Deere (DE) is linked, with no stored direction, medium confidence. Reason on file: Deere (farm machinery and equipment): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story
- WMT Walmart
Walmart (WMT) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “Tesla's Texas Megapack Factory Granted FTZ Status; Chinese Tariffs Still Apply.” Reason on file: Walmart (variety stores): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story
Select Sector Spdr Tr (XLI)
Select Sector Spdr Tr (XLI) is the company in “Tesla's Texas Megapack Factory Granted FTZ Status; Chinese Tariffs Still Apply,” the 3 Nov 2026 this story story.
What ties Select Sector Spdr Tr (XLI) to the headline is this: Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story
Spdr Series Trust (XRT) is here too. Its reason reads: SPDR S&P Retail ETF: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story
Price levels for Select Sector Spdr Tr (XLI)
KWEB traded between 22.90 and 25.02 across 20 sessions. The latest close on file is 23.13. XLI traded between 163.00 and 172.33 across 20 sessions. The latest close on file is 169.73.
A simple score for Select Sector Spdr Tr (XLI)
46 out of 100Price not final
“Tesla's Texas Megapack Factory Granted FTZ Status; Chinese Tariffs Still Apply” scores 46 out of 100. The score uses 1 sources, and 8 linked companies. The price is not final yet.