US Stock News | SAP rises 3.6% pre-market, jointly developing agent-based AI infrastructure with Nvidia
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Barclays (BCS.US) bets on a merger between Tesla (TSLA.US) and SpaceX (SPCX.US) in December, but prediction markets give only a 19% probability.
Barclays analyst Levy predicts that Tesla and SpaceX may merge before December to achieve AI integration. However, data from Kalshi and Polymarket indicate that the probability of a short-term merger is very low, with the market favoring such a move after 2027.
Barclays (BCS.US) bearish on Dell (DELL.US): No inflection point in AI spending, memory costs are the main reason
Barclays has downgraded Dell from Overweight to Neutral and lowered the target price. The institution noted that corporate AI spending remains low and revenue growth is driven by memory shortages, which stands in stark contrast to Michael Dell’s optimistic outlook.
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