According to Zhitong Finance APP, on Thursday, Tesla (TSLA.US) and SpaceX (SPCX.US) fell more than 8%. Analysts believe Tesla is advancing its autonomous driving and Robotaxi initiatives.
And humanoid robotics; SpaceX continues to expand its Starlink network, commercial spaceflight, and AI.
Infrastructure investment. These businesses have long-term growth potential but require continuous capital expenditure; their actual development depends on technological progress, project approvals, and the speed of commercialization. Therefore, the market does not only focus on the current revenue and profits of the two companies, but also on whether future growth can be realized. When investors begin to worry about changes in the regulatory environment, slower project progress, or increased capital spending, the companies’ valuations may come under early pressure.
Several Democratic lawmakers have signaled in advance that they intend to use congressional oversight powers to launch a series of investigations, focusing on:
DOGE (Department of Government Efficiency) related controversy: Verify whether Musk, during Trump’s term, followed proper procedures in leading large-scale layoffs of federal employees and budget cuts through DOGE, and whether he overstepped his authority or improperly used executive power.虎嗅网
Starlink incident: Investigation into Musk’s unilateral restriction of Starlink access for Ukrainian forces during the Russia-Ukraine conflict. Core question from Democratic lawmakers: Should decision-making authority over defense communication infrastructure heavily funded by the federal government not rest with the government, rather than a private business owner, posing national security risks? Caixin Online.
Federal Contracts and Subsidies Review: A Comprehensive Review of NASA, the Pentagon, and SpaceX
Large orders, as well as Tesla's renewable energy subsidies and tax credits, verify contract terms, qualifications, and risks of利益输送. Huxiu.com.
Political contributions and election-related activities on X Platform (formerly Twitter): Verifying the compliance boundaries of large-scale political funding and content traffic manipulation on X Platform during election cycles.