Geopolitics Alpha

Want a Tesla-SpaceX Merger? Look at the Marvell-Lumentum Deal.

Published . Updated .

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.

GEOPOLITICS ALPHAWant a Tesla-SpaceX Merger? Lookat the Marvell-Lumentum Deal.TSLASPCXGEOPOLITICS ALPHA

This report does not map to a usual set of affected companies.

Directly affected

  • TSLA Tesla+6.6% 30d

    Named in this report.

  • SPCX Space Exploration Technologies-16.1% 17d

    Named in this report.

Indirectly affected

  • 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+19.0% 30d

    Lockheed Martin is a peer of Space Exploration Technologies in guided missiles and space vehicles and parts; rivals often move on the same news.

  • RKLB Rocket Lab-21.7% 30d

    Rocket Lab is a peer of Space Exploration Technologies in guided missiles and space vehicles and parts; rivals often move on the same news.

  • KTOS Kratos Defense & Security Solutions-13.2% 30d

    Kratos Defense & Security Solutions is a peer of Space Exploration Technologies in guided missiles and space vehicles and parts; rivals often move on the same news.

  • MDA MDA Space+1.4% 14d

    MDA Space is a peer of Space Exploration Technologies in guided missiles and space vehicles and parts; rivals often move on the same news.

  • FLY Firefly Aerospace-21.4% 30d

    Firefly Aerospace is a peer of Space Exploration Technologies in guided missiles and space vehicles and parts; rivals often move on the same news.

  • XLY Consumer Discretionary Select Sector SPDR+4.1% 30d

    Consumer Discretionary Select Sector SPDR holds the consumer sector that Tesla belongs to, so it often moves with news about it.

  • GM General Motors+2.4% 30d

    General Motors 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

TickerT-5T-3T-1T0T+1T+2T+3
TSLA+0.89%-0.15%baseafter closeafter closeafter closeafter close
SPCX+8.98%+5.49%baseafter closeafter closeafter closeafter close
XLI-1.06%+0.22%baseafter closeafter closeafter closeafter close
LMT-3.13%+0.07%baseafter closeafter closeafter closeafter close
RKLB+12.01%+13.55%baseafter closeafter closeafter closeafter close
KTOS+2.70%+8.33%baseafter closeafter closeafter closeafter close
MDA+11.67%+11.10%baseafter closeafter closeafter closeafter close
FLY+22.24%+22.17%baseafter closeafter closeafter closeafter close
XLY-2.29%-1.67%baseafter closeafter closeafter closeafter close
GM-10.41%-4.70%baseafter closeafter closeafter closeafter 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.

Want a Tesla-SpaceX Merger? Look at the Marvell-Lumentum Deal. Barron's

Source: Barron's

This story

CompanyWhenMoveStatus
FLYthree days earlier+22.17%final price
FLYfive days earlier+22.24%final price
GMthree days earlier-4.70%final price
GMfive days earlier-10.41%final price
KTOSthree days earlier+8.33%final price
KTOSfive days earlier+2.70%final price
LMTthree days earlier+0.07%final price
LMTfive days earlier-3.13%final price
MDAthree days earlier+11.10%final price
MDAfive days earlier+11.67%final price
RKLBthree days earlier+13.55%final price
RKLBfive days earlier+12.01%final price
SPCXthree days earlier+5.49%final price
SPCXfive days earlier+8.98%final price
TSLAthree days earlier-0.15%final price
TSLAfive days earlier+0.89%final price
XLIthree days earlier+0.22%final price
XLIfive days earlier-1.06%final price
XLYthree days earlier-1.67%final price
XLYfive days earlier-2.29%final price

Trades by members of Congress and officials in the stocks in this story

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

12 out of 100

“Want a Tesla-SpaceX Merger? Look at the Marvell-Lumentum Deal.” scores 12 out of 100. The score uses 1 sources.