The shift of markets for the two tech giants has been followed by a series of uncertainties related to American politics. The midterm elections have had a significant impact on the financial performance of SpaceX and Tesla. Their stock prices have fallen significantly, especially those of SpaceX, which invested heavily in AI data centers as part of its growth strategy. Negative results were mainly due to fear that these construction projects could be slowed down, promoted by Democrats in regions where they won political parties' support. Additionally, negative results were also due to the fact that the Democrats gained control over Texas regions, where both companies are located.

This has raised concerns about potential restrictions on Tesla's and SpaceX's activities, which have been involved in construction projects of data centers. According to Goldman Sachs President Dan Ives, "A merger between SpaceX and Tesla would be a good idea but it is difficult to create an regulatory agreement for this by 2027 since this new blue political path in DC/TX could further complicate the situation." Additionally, negative results were also attributed to the hope of a possible merger between SpaceX and Tesla, which was considered by Elon Musk as a "good idea" but had not yet been approved by the two companies' special committees.

The market shift for these two tech giants has been followed by a series of uncertainties related to American politics.

The midterm elections have brought with them a series of challenges that both SpaceX, the space company founded by Elon Musk, and Tesla, the electric vehicle company he founded himself, face.

Some analysts predicted that blue politics could negatively impact Tesla's ability to realize its construction of data centers projects, which were promoted by Democrats in regions where they won political parties. However, even if blue politics could have a negative impact on Tesla's projects, SpaceX CEO Elon Musk has stated that "a merger between SpaceX and Tesla would be a good idea" and that especially the actions of Tesla are losing about 11% of their value compared to previous results.