According to @garyblack00, Tesla shares slipped about 1.2% in premarket after Morgan Stanley cut TSLA to Equal-Weight from Overweight, citing downside risk to consensus and non-auto catalysts largely priced in; the bank set a $425 price target, 6.6% below the last close, and added $60 per share of equity value for the Optimus business, source: Bloomberg; Morgan Stanley research. Andrew Percoco assumed TSLA coverage as Adam Jonas shifted to cover AI stocks at the firm, source: Bloomberg. TSLA trades near 198x forward earnings versus 26x for the Nasdaq 100, highlighting a valuation premium, source: Bloomberg. Analyst breadth tracked by Bloomberg shows 28 Buys, 19 Holds, and 16 Sells with an average TSLA price target of $387.94, source: Bloomberg. For traders, the downgrade alongside an elevated multiple increases de-rating risk in high-beta tech, a backdrop historically associated with weaker BTC and ETH during risk-off periods, source: Kaiko cross-asset correlation research.

According to @StockMKTNewz on X (Dec 1, 2025), Goldman Sachs (GS) made a $2 billion ETF acquisition this morning, with the post linking to @TheETFTracker for the headline reference. Source: @StockMKTNewz on X (Dec 1, 2025); linked reference: @TheETFTracker on X. The post does not identify the counterparty, list the ETFs involved, or disclose terms such as closing timeline or consideration mix, so the deal scope and revenue impact cannot be verified from the source alone. Source: @StockMKTNewz on X (Dec 1, 2025). For trading, the source provides only a headline, meaning near-term risk is headline-driven until an official Goldman Sachs release or filing adds verifiable details; the post does not mention any crypto-related ETFs (BTC, ETH), implying no confirmed direct read-through to crypto flows yet. Source: @StockMKTNewz on X (Dec 1, 2025).