Wall Street tech guru Dan Ives: SpaceX (SPCX.US) stock carries a 20%-25% "political discount," and a merger with Tesla (TSLA.US) is still possible

date
11/11/2026
Zhitong Finance APP has learned that Dan Ives, a partner at investment firm Yorkville Ives and a well-known tech analyst, believes that as Musk's plan to advance artificial intelligence (AI) data center construction in Texas faces a more severe political environment, SpaceX (SPCX.US) shares currently carry a 20% to 25% "political discount." At the same time, Dan Ives still expects SpaceX to merge with Tesla (TSLA.US), but the deal will face more obstacles.