Dan Levy
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Search complete. 48 mentions across 28 episodes found for "Dan Levy".
Oct 19, 2026
Emily MillironHOST
What if the company combines with Tesla? There's so much speculation that this tie up is imminent.
Emily MillironHOST
Barclays Dan Levy wrote that a deal could be announced before Tesla's annual meeting on December 3rd, which is actually six weeks away.
Emily MillironHOST
And if you think about it in holiday time, it's basically tomorrow.
Emily MillironHOST
Right,
Emanuel FabianGUEST
Also in the West Bank, the Shin Bet has its Jewish division, which is the one that's supposed to bring intelligence to thwart such attacks to begin with.
Emanuel FabianGUEST
And what we heard from Danny Levy is that he said that, you know, we're arresting these suspects.
Emanuel FabianGUEST
He said that a distinction must be made between responsibility for preventing incidents on the ground and responsibility for investigating and enforcing the law after they occur.
Emanuel FabianGUEST
He's basically aiming these comments at the IDF and Shin Bet saying, you need to do better at preventing these incidents that's not on us.
Dylan LoomisHOST
But the truth is, Tesla and SpaceX could release an 8K announcing the merger really any day now.
Dylan LoomisHOST
And I know I said Dan Levy from Barclays likely did not have any special inside information, but he did say if Tesla is not going to go the AGM path for this merger announcement or vote, then he thought the announcement could be in the next six to 12 months.
Dylan LoomisHOST
My problem with that would be this.
Dylan LoomisHOST
Here we have the three biggest mergers in the past decade based on market cap.
David HarrisGUEST
So I think there's the health benefit, the tactical benefit, and then also, you know, the, the, the team bonding aspect.
David HarrisGUEST
And I think the last thing that we should be looking at as well is a lot of these trips wouldn't have happened under Daniel Levy.
David HarrisGUEST
You know, the cost of these trips would have-
Ricky SacksHOST
You're right
Nathaniel WhittemoreHOST
A research note from Barclays claims that a long-awaited merger could be in the cards before the end of the year.
Nathaniel WhittemoreHOST
Analyst Dan Levy wrote in a Wednesday note that a merger could be announced ahead of Tesla's annual shareholder meeting on December 9th.
Nathaniel WhittemoreHOST
Neither company has announced anything, and nothing has been filed with the SEC.
Nathaniel WhittemoreHOST
Still, Levy wrote, "While the industrial logic of a combination had been in question, we believe recent managerial comments indicate they see key benefits of a combination." Levy said that neither company has hired bankers or created a board committee to begin talks.
speaker_0HOST
That pivot brings us to the second, and arguably more consequential thread, The potential merger between Tesla and SpaceX.
speaker_0HOST
Analysts at Barclays, led by Dan Levy, have published research suggesting that a merger between Musk's two largest companies could be announced as soon as this fall, possibly before Tesla's annual shareholder meeting, which is expected to be held no later than December 6.
speaker_0HOST
The analysts view artificial intelligence as a central driver of a potential deal.
speaker_0HOST
A merger would vertically integrate both companies' AI platforms, including Tesla's physical robotaxis and humanoid robots, with SpaceX's AI models and software.
GaryHOST
It's not covered by the quant because it hasn't been a stock for over a year.
GaryHOST
But buying this one at fifty-five when the analyst price target is forty- forty-seven, crazy.
GaryHOST
But buying this one at thirty-two when the analysts were saying, "Hey, it's good," and then Berkshire does it, buying the dip sometimes help.
GaryHOST
And if you want TrendSpider, you could use Sidekick to find a strategy in the Bending Spoons stock.
GaryHOST
And even Victoria's Secret, VSXY.
GaryHOST
This could be a big boom for Tesla if SpaceX winds up merging with Tesla.
GaryHOST
It likely will pay a premium, but remember, Elon can control this as a huge shareholder of both of these stocks.
GaryHOST
So this particular Barclays analyst, Dan Levy, he doesn't believe it's a, a, a boom for Tesla.
Phil LeBeauCORRESPONDENT
And by the way, they're about 8.7% ahead of deliveries year over year compared to last year.
Phil LeBeauCORRESPONDENT
Dan Levy on Barclays, uh, or with Barclays, sent out a note that really says it best when you take a look at shares of Tesla.
Phil LeBeauCORRESPONDENT
The possibility of a Tesla-SpaceX merger has increasingly become the consensus expectation, and that's why when you take a look at shares of Tesla this year, eh, they really haven't done much relative to what people might expect.
Phil LeBeauCORRESPONDENT
That's because people wanna know is there going to be a SpaceX merger.
Lauren FixGUEST
You've seen that a lot with a lot of other companies, where they realize they have to work together as a team in a partnership, and that might be good for his stock as well.
speaker_0HOST
well.Well, that's interesting that you say that because, um, in Barron's they were quoting Dan Levy from Barclays who was looking at the, uh, possibility of this moving forward.
speaker_0HOST
In fact, saying that Elon Musk could announce an all-stock merger between Tesla and SpaceX before Tesla's annual general meeting, which is held, uh, by December 6th.
speaker_0HOST
What do you think of that, Garrett? Um, also Elon Musk would end up owning a, a big portion and holding roughly 56% of the voting control, 37% of the combined company.
speaker_0HOST
How likely do you think this is? I don't wanna speculate, but have you heard anything? Dan Levy from this Barron's article from Barclays, um, obviously is talking about a big possibility here of a potentially all-stock merger.
speaker_0HOST
Um, do you wanna touch on that, Garrett?
Garrett NelsonGUEST
Sure.
Dylan LoomisHOST
A few things I'd like to clarify.
Dylan LoomisHOST
Number one, we have new merger talk thanks to Dan Levy from Barclays.
Dylan LoomisHOST
He said a Tesla SpaceX merger could be announced before Tesla's annual meeting in early December.
Dylan LoomisHOST
The most likely structure, SpaceX acquires Tesla in an all-stock deal with Tesla shareholders getting about 0.7 SpaceX shares per Tesla share, plus a likely premium.
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