Movement Alert|Tesla Rises 3.25% in Regular Trading, Wall Street Merger Speculation and Berlin Factory Expansion Boost Sentiment

Market Focus06-26 23:38

On June 26, Tesla rose 3.25% in regular trading, trading at $387.74/share, with turnover of $6.656 billion. The stock rebounded from the prior session's decline, driven by a confluence of bullish catalysts.

On the news front, Baird analysts predicted that a Tesla-SpaceX merger transaction would materialize within 12 to 18 months, assigning a probability exceeding 80%. The merger thesis positions a combined entity as a tech conglomerate comparable to NVIDIA and Apple, with the acquisition premium lending support to Tesla's near-term valuation.

Simultaneously, Tesla announced its Berlin Gigafactory will raise weekly production to 7,500 vehicles starting October, representing a further 20% capacity increase, with approximately 1,000 new hires planned to support the ramp. The options market had already signaled bullish positioning, with a $264,900 call option bet targeting the $420 strike price expiring July 2, and net bullish options flow totaling $700,500 against just $103,000 in bearish bets.

Within the Automobile Manufacturers sector, the broader group traded higher. Among peers, Ferrari rose 4.39%, Rivian gained 3.90%, Ford advanced 2.09%, NIO climbed 2.01%, and General Motors added 1.10%.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

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