trump-musk clash: wall street eyes potential winners

2025-06-11 general

Washington, Wednesday, 11 June 2025.
The escalating feud between Donald Trump and Elon Musk has sent ripples through the market. Analysts are now identifying specific stocks poised to capitalize on the uncertainty surrounding Musk’s ventures. Tesla’s market capitalization dropped 14% in a single session. This presents opportunities for investors who can anticipate the shifts caused by this high-profile conflict. The intersection of politics and business is creating a unique landscape for strategic financial plays.

identifying potential beneficiaries

Wall Street analysts are actively pointing out stocks that stand to benefit if Elon Musk’s companies face vulnerabilities due to his dispute with Donald Trump [1]. This feud, stemming from political disagreements, introduces instability around Musk’s ventures. Savvy investors are closely watching companies that could gain ground if Musk’s businesses falter [1]. The situation underscores how political tensions can directly influence market dynamics and create opportunities for those who anticipate the resulting shifts in the tech sector [1].

tesla’s stock movement

Tesla’s stock experienced a rollercoaster ride amid the feud. Initially, Tesla’s market capitalization saw a significant drop of 14% in a single session [2]. However, the stock has shown resilience, with shares rising 5.7% on Tuesday, June 10, 2025, closing at $326.09 [2]. This recovery is partly attributed to renewed optimism surrounding Tesla’s robotaxi program [2]. The company is expected to officially launch its driverless ride-hailing service in Austin on June 12, 2025 [2].

spaceX and government contracts

The Trump-Musk feud has implications for SpaceX, particularly concerning its government contracts. SpaceX currently holds $22 billion in government contracts [3]. These contracts include significant projects with NASA and the U.S. Space Force [3]. For instance, SpaceX was awarded a $5.9 billion contract by the U.S. Space Force in April 2025 [3]. Any disruption to these contracts could significantly impact SpaceX’s financial outlook and potentially benefit competitors in the space exploration sector [1][3].

analyst perspectives and market sentiment

Analysts are weighing the potential long-term effects of the feud. Some observers, like Whoopi Goldberg, suggest the feud might be a strategic distraction [5]. However, the market is reacting to the immediate uncertainty. The S&P 500 added 1.5% and the Nasdaq rose 2.2%, showing overall market resilience despite the conflict [6]. Still, investors should monitor the situation closely, considering both the potential risks and opportunities arising from the Trump-Musk dynamic [1][6].

Bronnen

stock market political feud