What the Marvell-Lumentum Misfire Means for a Tesla-SpaceX Merger
Published . Updated .
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This report does not map to a usual set of affected companies.
Directly affected
- TSLA Tesla+7.1% 30d
Named in this report.
- SPCX Space Exploration Technologies-10.9% 30d
Named in this report.
Indirectly affected
- XLI Industrial Select Sector SPDR-0.2% 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+18.5% 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-10.0% 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-20.5% 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-6.7% 9d
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+2.5% 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+5.7% 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+10.1% 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
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| TSLA | +0.89% | -0.15% | base | -1.42% | -4.44% | -15.04% | -11.32% |
| SPCX | +8.98% | +5.49% | base | +3.67% | -0.34% | -8.52% | -1.59% |
| XLI | -1.06% | +0.22% | base | +0.95% | -0.17% | -4.14% | -4.16% |
| LMT | -3.13% | +0.07% | base | -0.54% | -7.53% | -10.12% | -11.83% |
| RKLB | +12.01% | +13.55% | base | +4.59% | +0.51% | -10.54% | +1.88% |
| KTOS | +2.70% | +8.33% | base | +1.90% | -10.67% | -17.21% | -12.75% |
| MDA | +11.67% | +11.10% | base | +4.31% | +0.06% | +1.98% | +8.51% |
| FLY | +22.24% | +22.17% | base | +4.55% | +5.56% | -6.11% | +27.52% |
| XLY | -2.29% | -1.67% | base | -0.69% | +3.55% | -0.68% | -0.50% |
| GM | -10.41% | -4.70% | base | -1.78% | +2.77% | -1.11% | -4.17% |
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.
What the Marvell-Lumentum Misfire Means for a Tesla-SpaceX Merger Barron's
Source: Barron's
This story
| Company | When | Move | Status |
|---|---|---|---|
| FLY | that day | +4.55% | final price |
| FLY | the next day | +5.56% | final price |
| FLY | two days later | -6.11% | final price |
| FLY | three days later | +27.52% | final price |
| FLY | three days earlier | +22.17% | final price |
| FLY | five days earlier | +22.24% | final price |
| GM | that day | -1.78% | final price |
| GM | the next day | +2.77% | final price |
| GM | two days later | -1.11% | final price |
| GM | three days later | -4.17% | final price |
| GM | three days earlier | -4.70% | final price |
| GM | five days earlier | -10.41% | final price |
| KTOS | that day | +1.90% | final price |
| KTOS | the next day | -10.67% | final price |
| KTOS | two days later | -17.21% | final price |
| KTOS | three days later | -12.75% | final price |
| KTOS | three days earlier | +8.33% | final price |
| KTOS | five days earlier | +2.70% | final price |
| LMT | that day | -0.54% | final price |
| LMT | the next day | -7.53% | final price |
| LMT | two days later | -10.12% | final price |
| LMT | three days later | -11.83% | final price |
| LMT | three days earlier | +0.07% | final price |
| LMT | five days earlier | -3.13% | final price |
| MDA | that day | +4.31% | final price |
| MDA | the next day | +0.06% | final price |
| MDA | two days later | +1.98% | final price |
| MDA | three days later | +8.51% | final price |
| MDA | three days earlier | +11.10% | final price |
| MDA | five days earlier | +11.67% | final price |
| RKLB | that day | +4.59% | final price |
| RKLB | the next day | +0.51% | final price |
| RKLB | two days later | -10.54% | final price |
| RKLB | three days later | +1.88% | final price |
| RKLB | three days earlier | +13.55% | final price |
| RKLB | five days earlier | +12.01% | final price |
| SPCX | that day | +3.67% | final price |
| SPCX | the next day | -0.34% | final price |
| SPCX | two days later | -8.52% | final price |
| SPCX | three days later | -1.59% | final price |
| SPCX | three days earlier | +5.49% | final price |
| SPCX | five days earlier | +8.98% | final price |
| TSLA | that day | -1.42% | final price |
| TSLA | the next day | -4.44% | final price |
| TSLA | two days later | -15.04% | final price |
| TSLA | three days later | -11.32% | final price |
| TSLA | three days earlier | -0.15% | final price |
| TSLA | five days earlier | +0.89% | final price |
| XLI | that day | +0.95% | final price |
| XLI | the next day | -0.17% | final price |
| XLI | two days later | -4.14% | final price |
| XLI | three days later | -4.16% | final price |
| XLI | three days earlier | +0.22% | final price |
| XLI | five days earlier | -1.06% | final price |
| XLY | that day | -0.69% | final price |
| XLY | the next day | +3.55% | final price |
| XLY | two days later | -0.68% | final price |
| XLY | three days later | -0.50% | final price |
| XLY | three days earlier | -1.67% | final price |
| XLY | five days earlier | -2.29% | final price |
Trades by members of Congress and officials 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. Maria Elvira Salazar sold Space Exploration Technologies (SPCX), worth $1,001 - $15,000 on 24 Sep 2026. That is 40 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 83 days before publication. Filed 9 Sep 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 41 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 41 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 47 days before publication. Filed 13 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Rocket Lab (RKLB), worth $15,001 - $50,000 on 28 Aug 2026. That is 67 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Rocket Lab (RKLB), worth $1,001 - $15,000 on 10 Aug 2026. That is 85 days before publication. Filed 8 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 71 days before publication. Filed 8 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
12 out of 100
“What the Marvell-Lumentum Misfire Means for a Tesla-SpaceX Merger” scores 12 out of 100. The score uses 1 sources.