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  "title": "Markets News, Oct 24, 2026: SpaceX says a Tesla merger would need Elon Musk's approval",
  "description": "SpaceX disclosed on Oct 22 that a potential union with Tesla requires sign-off from Musk, its controlling investor. Musk had said on Oct 20 that special…",
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  "updated": "2026-10-24",
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    {
      "label": "Date",
      "value": "Sat, Oct 24, 2026"
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  "data": {
    "date": "2026-10-24",
    "cluster": "markets",
    "headline": "SpaceX says a Tesla merger would need Elon Musk's approval",
    "dek": "SpaceX disclosed on Oct 22 that a potential union with Tesla requires sign-off from Musk, its controlling investor. Musk had said on Oct 20 that special committees were formed to discuss a combination.",
    "generated_at": "2026-10-24T00:42:19.874Z",
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    "stories": [
      {
        "title": "SpaceX flags Musk approval as a condition for any Tesla merger",
        "summary": "SpaceX disclosed on Oct 22 that a potential merger with Tesla would require approval from its controlling investor, Elon Musk. The disclosure came days after Musk said he cannot take part in the discussions of the special committees. Musk had said on Tuesday that combining SpaceX and Tesla would be a good idea and that committees had been formed to discuss a union. In a Yahoo Finance interview on Oct 23, investor Jared Carmel described the companies as effectively one business, pointing to compute and power as the core of the case, including the Colossus data center that came with xAI's fold-in to SpaceX.",
        "why": "A Tesla–SpaceX combination would reshape one of the largest Musk-controlled holdings. Control and approval mechanics will matter to Tesla shareholders weighing any deal.",
        "sources": [
          {
            "id": "S11",
            "title": "SpaceX says Tesla merger would need Musk's approval",
            "url": "https://finance.yahoo.com/markets/stocks/articles/spacex-says-tesla-merger-musks-205238380.html",
            "publisher": "Yahoo Finance",
            "published": "2026-10-22T20:52:38.000Z"
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          {
            "id": "S5",
            "title": "Could Elon Musk merge Tesla and SpaceX?",
            "url": "https://finance.yahoo.com/video/could-elon-musk-merge-tesla-and-spacex-143503174.html",
            "publisher": "Yahoo Finance",
            "published": "2026-10-23T14:35:03.000Z"
          }
        ],
        "entities": [
          "TSLA"
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      {
        "title": "Google's privacy update opens Gmail and Photos data to ad personalization",
        "summary": "Google changed its privacy policy on Oct 16, adding an exception to its pledge not to use Drive, Gmail or Google Photos data for personalized ads. The exception applies when users choose to make that data available to other Google services that support personalized ads. Users who linked those apps to AI Mode and other Search tools through the Personal Intelligence feature may now see ads shaped by that content. Google says advertisers do not get access to the underlying data or to personal details such as name or email, and it will not target on sensitive categories such as health. Users can disconnect apps or turn off personalized recommendations.",
        "why": "Google is tying AI personalization more closely to its ad business, which raises privacy and regulatory questions for a core revenue stream.",
        "sources": [
          {
            "id": "S2",
            "title": "Now Google says it might use your Gmail and Google Photos data to target ads",
            "url": "https://www.theverge.com/tech/1017600/google-personal-intelligence-privacy-policy-ads-update",
            "publisher": "The Verge",
            "published": "2026-10-23T16:52:55.000Z"
          }
        ],
        "entities": [
          "GOOGL"
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      {
        "title": "Goldman Sachs upgraded to Buy after strong third quarter",
        "summary": "Freedom Broker raised Goldman Sachs to Buy from Hold on Oct 23, citing what it called the second-best quarter on record. The firm said Goldman beat market expectations again in the third quarter, with EPS of $17.01, which it put at 31% above consensus, or $18 on an adjusted basis. The upgrade follows the bank's third-quarter results and adds to the focus on large banks' earnings momentum.",
        "why": "An upgrade after a large earnings beat signals analyst confidence in Wall Street trading and advisory results at a major bank.",
        "sources": [
          {
            "id": "S6",
            "title": "Goldman Sachs raised to Buy at Freedom Broker (GS:NYSE)",
            "url": "https://seekingalpha.com/news/4656576-goldman-sachs-raised-to-buy-at-freedom-broker",
            "publisher": "Seeking Alpha",
            "published": "2026-10-23T14:25:04.000Z"
          }
        ],
        "entities": [
          "GS"
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      {
        "title": "Meta delays commercial terms change after publisher backlash",
        "summary": "Meta pushed back the effective date of updated Commercial Terms and Self-Serve Ad Terms by three weeks, from Oct 30 to Nov 20. Critics say the language would give Meta broad authority to crawl and scrape web content tied to business accounts. The delay came a day after a major news-publisher trade group wrote to Mark Zuckerberg demanding the terms be withdrawn. Fast Company reported the contested wording appeared unchanged. A Meta spokesperson said the extension allows more time to explain the changes, and that content owners can still use robots.txt to signal preferences.",
        "why": "How Meta handles content crawling for AI affects publishers and advertisers and could invite further scrutiny of data-use terms.",
        "sources": [
          {
            "id": "S7",
            "title": "Meta quietly delays controversial update that critics say will allow website scraping",
            "url": "https://www.fastcompany.com/91628981/meta-quietly-delays-controversial-update-that-critics-say-will-allow-website-scraping",
            "publisher": "Fast Company",
            "published": "2026-10-23T13:21:45.000Z"
          }
        ],
        "entities": [
          "META"
        ]
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      {
        "title": "AI-linked shares weigh on Wall Street while oil climbs",
        "summary": "Wall Street faced fresh concern around AI-linked shares, with technology and semiconductor names under scrutiny while other groups showed relative resilience, Kalkine Media reported on Oct 23. Oil prices moved higher and Treasury yields retreated, keeping Exxon Mobil in focus. A Yahoo Finance market wrap dated Oct 23 said the Dow ended the week higher despite a Friday tumble, while the Nasdaq and S&P 500 logged weekly losses.",
        "why": "A split between pressured tech and steadier energy and value groups shows where investors are rotating as AI worries build.",
        "sources": [
          {
            "id": "S8",
            "title": "Why Is Exxon Mobil (NYSE:XOM) in Focus as Oil Prices Climb Today?",
            "url": "https://kalkinemedia.com/us/stocks/oil-gas/why-is-exxon-mobil-nysexom-in-focus-as-oil-prices-climb-today",
            "publisher": "Kalkine Media",
            "published": "2026-10-23T12:07:00.000Z"
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          {
            "id": "S9",
            "title": "Markets News, Oct. 23, 2026: Dow Ends Week Higher Despite Friday Tumble; Nasdaq, S&P 500 Log Weekly Losses",
            "url": "https://finance.yahoo.com/markets/stocks/articles/stock-market-today-futures-head-102959138.html",
            "publisher": "finance.yahoo.com",
            "published": "2026-10-23T10:00:00.000Z"
          }
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    "policy_rates": [],
    "prediction_markets": [
      {
        "title": "Bitcoin vs. Gold vs. S&P 500 in 2026",
        "slug": "bitcoin-vs-gold-vs-sp-500-in-2026",
        "volume": 963931.6813229999,
        "rows": [
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            "label": "S&P 500",
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          {
            "label": "Bitcoin",
            "value": 0.165
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          {
            "label": "Gold",
            "value": 0.04
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        ]
      },
      {
        "title": "What will S&P 500 (SPX) hit by end of December?",
        "slug": "spx-hit-dec-2026",
        "volume": 429770.335857,
        "rows": [
          {
            "label": "↓ $7,400",
            "value": 0.57
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          {
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          {
            "label": "↑ $8,200",
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          {
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            "value": 0.32
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          {
            "label": "↓ $7,200",
            "value": 0.3
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    "watch": [
      {
        "text": "Meta's updated Commercial Terms and Self-Serve Ad Terms are now set to take effect on Nov 20.",
        "sources": [
          "S7"
        ]
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      {
        "text": "Microsoft's cash dividend of $0.98 has an ex-date of Nov 19, 2026.",
        "sources": [
          "S4"
        ]
      },
      {
        "text": "Hyperscalers are due to report earnings next week, with investors watching for any further capital-spending cuts.",
        "sources": [
          "S5"
        ]
      }
    ],
    "takeaways": [
      "SpaceX says any Tesla merger needs approval from Elon Musk, who has said he cannot join the special committees' talks.",
      "Google's Oct 16 policy change lets Gmail, Drive and Photos content inform ads for users who link them to AI features.",
      "Tech led Oct 22 losses, with QQQ down 2.86%, while the Dow ETF was roughly flat."
    ],
    "faq": [
      {
        "q": "Does a SpaceX–Tesla merger need Elon Musk's approval?",
        "a": "Yes. SpaceX disclosed on Oct 22 that a potential merger with Tesla requires approval from its controlling investor, Elon Musk. He has said he cannot be in the special committees' discussions, and that a merger would be a good idea."
      },
      {
        "q": "Can Google use Gmail and Google Photos data for targeted ads?",
        "a": "Under the policy updated on Oct 16, it can if you choose to make data from those services available to other Google services that support personalized ads. Users can disconnect apps or disable Personalized Recommendations."
      },
      {
        "q": "When do Meta's new commercial terms take effect?",
        "a": "Meta moved the effective date from Oct 30 to Nov 20. The company said it wants more time to explain the changes to partners, and that content owners can still use robots.txt to signal preferences."
      }
    ],
    "count": 5,
    "items": [
      {
        "title": "Bank of America May Need a New CEO",
        "url": "https://www.barrons.com/articles/bank-of-america-stock-ceo-brian-moynihan-663044a7",
        "source": "Barron's",
        "date": "2026-10-23T17:03:03+00:00",
        "tickers": [
          "BAC"
        ],
        "iso": "2026-10-23T17:03:03.000Z"
      },
      {
        "title": "Now Google says it might use your Gmail and Google Photos data to target ads",
        "url": "https://www.theverge.com/tech/1017600/google-personal-intelligence-privacy-policy-ads-update",
        "source": "The Verge",
        "date": "2026-10-23T16:52:55+00:00",
        "tickers": [
          "GOOGL"
        ],
        "iso": "2026-10-23T16:52:55.000Z"
      },
      {
        "title": "Donald Trump Says Google CEO Refused His Idea to Rename the Atlantic Ocean",
        "url": "https://www.yahoo.com/news/politics/articles/donald-trump-says-google-ceo-164706328.html",
        "source": "Yahoo",
        "date": "2026-10-23T16:47:06+00:00",
        "tickers": [
          "GOOGL"
        ],
        "iso": "2026-10-23T16:47:06.000Z"
      },
      {
        "title": "Microsoft Corporation (MSFT) stock price, news, quote and history",
        "url": "https://sg.finance.yahoo.com/quote/MSFT/",
        "source": "Yahoo Finance Singapore",
        "date": "2026-10-23T14:56:59+00:00",
        "tickers": [
          "MSFT"
        ],
        "iso": "2026-10-23T14:56:59.000Z"
      },
      {
        "title": "Could Elon Musk merge Tesla and SpaceX?",
        "url": "https://finance.yahoo.com/video/could-elon-musk-merge-tesla-and-spacex-143503174.html",
        "source": "Yahoo Finance",
        "date": "2026-10-23T14:35:03+00:00",
        "tickers": [
          "TSLA"
        ],
        "iso": "2026-10-23T14:35:03.000Z"
      },
      {
        "title": "Goldman Sachs raised to Buy at Freedom Broker (GS:NYSE)",
        "url": "https://seekingalpha.com/news/4656576-goldman-sachs-raised-to-buy-at-freedom-broker",
        "source": "Seeking Alpha",
        "date": "2026-10-23T14:25:04+00:00",
        "tickers": [
          "GS"
        ],
        "iso": "2026-10-23T14:25:04.000Z"
      },
      {
        "title": "Meta quietly delays controversial update that critics say will allow website scraping",
        "url": "https://www.fastcompany.com/91628981/meta-quietly-delays-controversial-update-that-critics-say-will-allow-website-scraping",
        "source": "Fast Company",
        "date": "2026-10-23T13:21:45+00:00",
        "tickers": [
          "META"
        ],
        "iso": "2026-10-23T13:21:45.000Z"
      },
      {
        "title": "Why Is Exxon Mobil (NYSE:XOM) in Focus as Oil Prices Climb Today?",
        "url": "https://kalkinemedia.com/us/stocks/oil-gas/why-is-exxon-mobil-nysexom-in-focus-as-oil-prices-climb-today",
        "source": "Kalkine Media",
        "date": "2026-10-23T12:07:00+00:00",
        "tickers": [
          "XOM"
        ],
        "iso": "2026-10-23T12:07:00.000Z"
      },
      {
        "title": "Markets News, Oct. 23, 2026: Dow Ends Week Higher Despite Friday Tumble; Nasdaq, S&P 500 Log Weekly Losses",
        "url": "https://finance.yahoo.com/markets/stocks/articles/stock-market-today-futures-head-102959138.html",
        "source": "finance.yahoo.com",
        "date": "Fri, 23 Oct 2026 10:00:00 GMT",
        "tickers": [],
        "iso": "2026-10-23T10:00:00.000Z"
      },
      {
        "title": "Trump promised lower gas and grocery prices. Here’s what voters got instead.",
        "url": "https://www.nbcnews.com/business/economy/trump-affordability-promises-gas-grocery-prices-taxes-rcna597789",
        "source": "nbcnews.com",
        "date": "Fri, 23 Oct 2026 09:00:42 GMT",
        "tickers": [],
        "iso": "2026-10-23T09:00:42.000Z"
      },
      {
        "title": "SpaceX says Tesla merger would need Musk's approval",
        "url": "https://finance.yahoo.com/markets/stocks/articles/spacex-says-tesla-merger-musks-205238380.html",
        "source": "Yahoo Finance",
        "date": "2026-10-22T20:52:38+00:00",
        "tickers": [
          "TSLA"
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        "iso": "2026-10-22T20:52:38.000Z",
        "also": [
          "Reuters"
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      },
      {
        "title": "If You Invest $1,000 in Amazon Each Month Starting Now, This is What You’d Have in 5 Years",
        "url": "https://finance.yahoo.com/markets/stocks/articles/invest-1-000-amazon-month-150035011.html",
        "source": "Yahoo Finance",
        "date": "2026-10-22T15:00:35+00:00",
        "tickers": [
          "AMZN"
        ],
        "iso": "2026-10-22T15:00:35.000Z",
        "also": [
          "24/7 Wall St."
        ]
      }
    ]
  },
  "analysis_md": "SpaceX disclosed on Oct 22 that a potential union with Tesla requires sign-off from Musk, its controlling investor. Musk had said on Oct 20 that special committees were formed to discuss a combination.\n## SpaceX flags Musk approval as a condition for any Tesla merger\nSpaceX disclosed on Oct 22 that a potential merger with Tesla would require approval from its controlling investor, Elon Musk. The disclosure came days after Musk said he cannot take part in the discussions of the special committees. Musk had said on Tuesday that combining SpaceX and Tesla would be a good idea and that committees had been formed to discuss a union. In a Yahoo Finance interview on Oct 23, investor Jared Carmel described the companies as effectively one business, pointing to compute and power as the core of the case, including the Colossus data center that came with xAI's fold-in to SpaceX.\n**Why it matters:** A Tesla–SpaceX combination would reshape one of the largest Musk-controlled holdings. Control and approval mechanics will matter to Tesla shareholders weighing any deal.\nSources: [Yahoo Finance](https://finance.yahoo.com/markets/stocks/articles/spacex-says-tesla-merger-musks-205238380.html), [Yahoo Finance](https://finance.yahoo.com/video/could-elon-musk-merge-tesla-and-spacex-143503174.html)\n## Google's privacy update opens Gmail and Photos data to ad personalization\nGoogle changed its privacy policy on Oct 16, adding an exception to its pledge not to use Drive, Gmail or Google Photos data for personalized ads. The exception applies when users choose to make that data available to other Google services that support personalized ads. Users who linked those apps to AI Mode and other Search tools through the Personal Intelligence feature may now see ads shaped by that content. Google says advertisers do not get access to the underlying data or to personal details such as name or email, and it will not target on sensitive categories such as health. Users can disconnect apps or turn off personalized recommendations.\n**Why it matters:** Google is tying AI personalization more closely to its ad business, which raises privacy and regulatory questions for a core revenue stream.\nSources: [The Verge](https://www.theverge.com/tech/1017600/google-personal-intelligence-privacy-policy-ads-update)\n## Goldman Sachs upgraded to Buy after strong third quarter\nFreedom Broker raised Goldman Sachs to Buy from Hold on Oct 23, citing what it called the second-best quarter on record. The firm said Goldman beat market expectations again in the third quarter, with EPS of $17.01, which it put at 31% above consensus, or $18 on an adjusted basis. The upgrade follows the bank's third-quarter results and adds to the focus on large banks' earnings momentum.\n**Why it matters:** An upgrade after a large earnings beat signals analyst confidence in Wall Street trading and advisory results at a major bank.\nSources: [Seeking Alpha](https://seekingalpha.com/news/4656576-goldman-sachs-raised-to-buy-at-freedom-broker)\n## Meta delays commercial terms change after publisher backlash\nMeta pushed back the effective date of updated Commercial Terms and Self-Serve Ad Terms by three weeks, from Oct 30 to Nov 20. Critics say the language would give Meta broad authority to crawl and scrape web content tied to business accounts. The delay came a day after a major news-publisher trade group wrote to Mark Zuckerberg demanding the terms be withdrawn. Fast Company reported the contested wording appeared unchanged. A Meta spokesperson said the extension allows more time to explain the changes, and that content owners can still use robots.txt to signal preferences.\n**Why it matters:** How Meta handles content crawling for AI affects publishers and advertisers and could invite further scrutiny of data-use terms.\nSources: [Fast Company](https://www.fastcompany.com/91628981/meta-quietly-delays-controversial-update-that-critics-say-will-allow-website-scraping)\n## AI-linked shares weigh on Wall Street while oil climbs\nWall Street faced fresh concern around AI-linked shares, with technology and semiconductor names under scrutiny while other groups showed relative resilience, Kalkine Media reported on Oct 23. Oil prices moved higher and Treasury yields retreated, keeping Exxon Mobil in focus. A Yahoo Finance market wrap dated Oct 23 said the Dow ended the week higher despite a Friday tumble, while the Nasdaq and S&P 500 logged weekly losses.\n**Why it matters:** A split between pressured tech and steadier energy and value groups shows where investors are rotating as AI worries build.\nSources: [Kalkine Media](https://kalkinemedia.com/us/stocks/oil-gas/why-is-exxon-mobil-nysexom-in-focus-as-oil-prices-climb-today), [finance.yahoo.com](https://finance.yahoo.com/markets/stocks/articles/stock-market-today-futures-head-102959138.html)\n## Data behind the stories\n\nOn Oct 22, QQQ closed at $704.47, down 2.86%, and SPY closed at $763.96, down 1.18%, while DIA edged up 0.04%. GOOGL fell 3.15% and MSFT fell 2.23%, in line with the tech-led pressure described in the market coverage.\n\n- XOM: +10.54% (~1-month)\n- MSFT: +4.09% (~1-month)\n- DIA: +2.64% (~1-month)\n- SPY: -0.50% (~1-month)\n- TSLA: -1.46% (~1-month)\n- IWM: -1.86% (~1-month)\n- GOOGL: -4.03% (~1-month)\n- GS: -4.81% (~1-month)\n- QQQ: -4.96% (~1-month)\n- META: -12.80% (~1-month)\n\n**Bitcoin vs. Gold vs. S&P 500 in 2026** (Polymarket): S&P 500 74.0%; Bitcoin 16.5%; Gold 4.0%\n\n**What will S&P 500 (SPX) hit by end of December?** (Polymarket): ↓ $7,400 57.0%; ↑ $8,000 48.0%; ↑ $8,200 32.5%; ↓ $7,000 32.0%; ↓ $7,200 30.0%\n\n## What to watch\n\n- Meta's updated Commercial Terms and Self-Serve Ad Terms are now set to take effect on Nov 20.\n- Microsoft's cash dividend of $0.98 has an ex-date of Nov 19, 2026.\n- Hyperscalers are due to report earnings next week, with investors watching for any further capital-spending cuts.\n\n## Key takeaways\n\n- SpaceX says any Tesla merger needs approval from Elon Musk, who has said he cannot join the special committees' talks.\n- Google's Oct 16 policy change lets Gmail, Drive and Photos content inform ads for users who link them to AI features.\n- Tech led Oct 22 losses, with QQQ down 2.86%, while the Dow ETF was roughly flat.\n\n## FAQ\n\n**Does a SpaceX–Tesla merger need Elon Musk's approval?**\nYes. SpaceX disclosed on Oct 22 that a potential merger with Tesla requires approval from its controlling investor, Elon Musk. He has said he cannot be in the special committees' discussions, and that a merger would be a good idea.\n\n**Can Google use Gmail and Google Photos data for targeted ads?**\nUnder the policy updated on Oct 16, it can if you choose to make data from those services available to other Google services that support personalized ads. Users can disconnect apps or disable Personalized Recommendations.\n\n**When do Meta's new commercial terms take effect?**\nMeta moved the effective date from Oct 30 to Nov 20. The company said it wants more time to explain the changes to partners, and that content owners can still use robots.txt to signal preferences.\n",
  "sources": [
    {
      "title": "SpaceX says Tesla merger would need Musk's approval",
      "url": "https://finance.yahoo.com/markets/stocks/articles/spacex-says-tesla-merger-musks-205238380.html"
    },
    {
      "title": "Could Elon Musk merge Tesla and SpaceX?",
      "url": "https://finance.yahoo.com/video/could-elon-musk-merge-tesla-and-spacex-143503174.html"
    },
    {
      "title": "Now Google says it might use your Gmail and Google Photos data to target ads",
      "url": "https://www.theverge.com/tech/1017600/google-personal-intelligence-privacy-policy-ads-update"
    },
    {
      "title": "Goldman Sachs raised to Buy at Freedom Broker (GS:NYSE)",
      "url": "https://seekingalpha.com/news/4656576-goldman-sachs-raised-to-buy-at-freedom-broker"
    },
    {
      "title": "Meta quietly delays controversial update that critics say will allow website scraping",
      "url": "https://www.fastcompany.com/91628981/meta-quietly-delays-controversial-update-that-critics-say-will-allow-website-scraping"
    },
    {
      "title": "Why Is Exxon Mobil (NYSE:XOM) in Focus as Oil Prices Climb Today?",
      "url": "https://kalkinemedia.com/us/stocks/oil-gas/why-is-exxon-mobil-nysexom-in-focus-as-oil-prices-climb-today"
    },
    {
      "title": "Markets News, Oct. 23, 2026: Dow Ends Week Higher Despite Friday Tumble; Nasdaq, S&P 500 Log Weekly Losses",
      "url": "https://finance.yahoo.com/markets/stocks/articles/stock-market-today-futures-head-102959138.html"
    }
  ],
  "related": [
    {
      "name": "AI & Compute: Tech stocks sink on AI worries as Meta cash flow turns negative and Nasdaq drops nearly 2.6%",
      "url": "https://agentflare.org/news/2026-10-24-ai.html"
    },
    {
      "name": "Crypto: US bank regulators let crypto exchanges keep paying stablecoin rewards under GENIUS Act rules",
      "url": "https://agentflare.org/news/2026-10-24-crypto.html"
    },
    {
      "name": "Macro & Fed: Fed Expected to Hold Rates Next Week, With Hikes Still Anticipated Later",
      "url": "https://agentflare.org/news/2026-10-24-macro.html"
    }
  ],
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