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Tech & Innovation·July 10, 2026·1 min read

A Month After SpaceX IPO, Tesla’s Stock Keeps Holding Its Ground

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The feared capital rotation from Tesla into newly liquid SpaceX hasn’t materialized—investors are treating them as distinct theses, not substitutes. For operators, the takeaway is that public markets can now price space infra and EV/AI auto separately, which may support more specialized comps and spinout narratives.