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The Zhitong Finance App learned that Dan Ives, a partner at the investment agency Yorkville Ives and a well-known technology analyst, believes that as Musk's plans to advance artificial intelligence (AI) data center construction in Texas face a more severe political environment, SpaceX (SPCX.US) shares currently have a “political discount” of 20% to 25%. Meanwhile, Dan Ives still anticipates SpaceX's merger with Tesla (TSLA.US), but the deal will face more hurdles.

Zhitongcaijing·11/11/2026 07:41:09
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The Zhitong Finance App learned that Dan Ives, a partner at the investment agency Yorkville Ives and a well-known technology analyst, believes that as Musk's plans to advance artificial intelligence (AI) data center construction in Texas face a more severe political environment, SpaceX (SPCX.US) shares currently have a “political discount” of 20% to 25%. Meanwhile, Dan Ives still anticipates SpaceX's merger with Tesla (TSLA.US), but the deal will face more hurdles.