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Gary Black Warns Tesla Stock Could Break Below $300, SpaceX Below $100 As AI Valuations Come Under Pressu

Gary Black sees Tesla below $300 and SpaceX under $100, calling both stocks excessively valued as AI valuations unwind.

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benzinga.com

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benzinga.comStai leggendo1 mese fa

Gary Black Warns Tesla Stock Could Break Below $300, SpaceX Below $100 As AI Valuations Come Under Pressu

Gary Black warns Tesla (below $300) and SpaceX (below $100) face downside on excessive FY'26 P/E valuations exceeding 175x amid AI correction. SPCX lock-up Aug 6 (911M shares) amplifies liquidation risk, signaling broader repricing of AI-correlated stocks.

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economictimes.indiatimes.com1 mese fa

SpaceX at $100 would imply zero AI value, Morgan Stanley says

SpaceX trades at $110.85 with markets pricing AI (Grok, Cursor) at zero, yet Morgan Stanley assigns 50%+ of its $300 price target to the AI segment. Investor skepticism on high-capex AI infrastructure overlooks SpaceX's differentiated positioning across launch, connectivity, and AI.

Timeline cronologica

lunedì 27 luglio 2026·economictimes.indiatimes.com
SpaceX at $100 would imply zero AI value, Morgan Stanley says
SpaceX shares have fallen significantly, nearing a valuation that ignores its artificial intelligence business. Morgan Stanley analysts believe this presents an attractive entry…
lunedì 27 luglio 2026·benzinga.com
Gary Black Issues Warning to Tesla Investors Ahead of Potential SpaceX Merger - Tesla (NASDAQ:TSLA), Spac
While investors may be banking on a merger between Tesla and SpaceX, Gary Black says this isn't a reason to be long Tesla stock now.

Gary Black Warns Tesla Stock Could Break Below $300, SpaceX Below $100 As AI Valuations Come Under Pressu

Confronto fonti

Gary Black Warns Tesla Stock Could Break Below $300, SpaceX Below $100 As AI Valuations Come Under Pressu

SpaceX at $100 would imply zero AI value, Morgan Stanley says

Timeline cronologica

SpaceX at $100 would imply zero AI value, Morgan Stanley says

Gary Black Issues Warning to Tesla Investors Ahead of Potential SpaceX Merger - Tesla (NASDAQ:TSLA), Spac

Gary Black Says Only People 'Shocked' by Tesla, SpaceX Stock Prices Are Those That Didn't Do the Math as

Gary Black Warns Tesla Stock Could Break Below $300, SpaceX Below $100 As AI Valuations Come Under Pressu

Gary Black Pegs TSLA's Fair Value at $312 - Tesla (NASDAQ:TSLA)