Nasdaq Rises by More Than 100 Points; Tesla Stock Soars
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 15 2025
0mins
Source: Benzinga
U.S. Stock Market Performance: U.S. stocks opened higher, with the Nasdaq Composite gaining over 100 points, while the Dow and S&P 500 also saw increases of 0.19% and 0.47%, respectively. Communication services stocks rose by 1.7%, but consumer staples fell by 0.6%.
Tesla's Share Purchase: Tesla shares rose approximately 6% after CEO Elon Musk purchased 2.57 million shares, increasing his indirect ownership to about 413 million shares.
Notable Stock Movements: Check-Cap Ltd. shares surged 233% following a merger announcement, while Helius Medical Technologies saw a 179% increase after launching a treasury strategy. Conversely, aTyr Pharma's shares plummeted 82% after disappointing clinical trial results.
Global Market Trends: European shares rose, with the eurozone's STOXX 600 up 0.6%, while Asian markets were mixed. The New York Empire State Manufacturing Index fell to -8.7 in September, indicating a decline in manufacturing activity.
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Analyst Views on TSLA
Wall Street analysts forecast TSLA stock price to fall
30 Analyst Rating
12 Buy
11 Hold
7 Sell
Hold
Current: 417.260
Low
25.28
Averages
401.93
High
600.00
Current: 417.260
Low
25.28
Averages
401.93
High
600.00
About TSLA
Tesla, Inc. designs, develops, manufactures, sells and leases high-performance fully electric vehicles and energy generation and storage systems, and offers services related to its products. Its segments include automotive, and energy generation and storage. The automotive segment includes the design, development, manufacturing, sales and leasing of high-performance fully electric vehicles, and sales of automotive regulatory credits. It also includes sales of used vehicles, non-warranty maintenance services and collisions, part sales, paid supercharging, insurance services revenue and retail merchandise sales. The energy generation and storage segment include the design, manufacture, installation, sales and leasing of solar energy generation and energy storage products and related services and sales of solar energy systems incentives. Its consumer vehicles include the Model 3, Y, S, X and Cybertruck. Its lithium-ion battery energy storage products include Powerwall and Megapack.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Starship Significance: SpaceX regards Starship as crucial for achieving its multiplanetary goals and long-term growth plans, aiming to reduce the cost of reaching orbit by over 99%, significantly enhancing the economics of space launches.
- First Flight Test: SpaceX is set to conduct the 12th flight test of Starship on Thursday, marking the debut of the next-generation Starship and Super Heavy rockets featuring upgraded Raptor engines, launching from a newly constructed pad, thereby enhancing launch capabilities.
- Technical Upgrades: Starship V3 has undergone a major propulsion redesign, featuring larger propellant tanks and improved flight control systems, enhancing capabilities for long-duration missions and supporting in-space docking and propellant transfer, thus improving overall reliability.
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See More
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- Equity Shift: Post-merger, Tesla acquired rights to SpaceX Class A common stock, and as of May 2026, holds 18,990,195 shares, representing approximately 0.1% of total outstanding shares, indicating a significant shift in Tesla's investment strategy.
- Terafab Initiative: SpaceX announced a collaboration with Tesla in March 2026 to launch the Terafab project aimed at producing one terawatt of computing hardware annually, with Intel joining in April, highlighting Tesla's critical role in semiconductor R&D.
- Market Reaction: Despite Tesla's cash reserves reaching $44.74 billion in Q1 2026, a 173.62% year-over-year increase, the market remains skeptical about the likelihood of a merger with xAI, raising concerns about potential impacts on Tesla shareholders' interests.
See More
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- Nvidia Leads Growth: Among the so-called Magnificent Seven, Nvidia's sales continue to surge due to strong demand for AI infrastructure, solidifying its position as the world's most valuable company and showcasing its market dominance.
- Debt Financing Surge: To support their ambitious AI plans, the Magnificent Seven have significantly increased bond market financing, with debt issuance reaching $134 billion this year, far exceeding 2025's total of $87.5 billion, primarily driven by Alphabet, Amazon, and Meta.
- Stock Market Rebound Confidence: Despite early-year volatility, tech giants' stocks have rebounded as investors regain confidence in the long-term prospects of technology, particularly as Alphabet's cloud growth exceeded expectations, nearly surpassing Nvidia as the most valuable company globally.
- Capital Expenditure Acceleration: Capital spending among S&P 500 companies is projected to accelerate sharply by 33% over the next few years, raising concerns about the cash available for shareholder returns, which may impact future shareholder return strategies.
See More
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- Merger Outlook: Wedbush Securities analyst Dan Ives predicts that SpaceX and Tesla will merge by 2027, indicating that the groundwork for integration is already in place, which could enhance their competitive positioning in the market.
- Investment Conversion: Tesla's $2 billion investment in xAI has converted into SpaceX shares, further solidifying the financial ties between the two companies, which may provide funding support for a future merger.
- Joint Facility Development: The announcement of a joint Terafab facility between SpaceX and Tesla enhances operational overlap, significantly increasing the feasibility of a merger and demonstrating the synergistic effects of their technological and resource collaboration.
- Revenue Growth: Since 2023, Tesla has booked approximately $890 million in revenue related to SpaceX and xAI, indicating that the business connections between the two are generating substantial financial returns for Tesla.
See More
