According to @CNBC, Morgan Stanley says Alibaba Cloud offers a new way to play AI via model hosting, enterprise GPU services, and data tools.

According to TheRundownAI, Agility plans IPO at $2.5B, Morgan Stanley lifts China humanoid outlook, MIT advances microbot navigation, and new humanoids debut.

According to CNBC... Morgan Stanley now expects 50,000 humanoid robots to ship in China in 2026, citing faster-than-expected commercial deployment.

According to @CNBC, Morgan Stanley doubled China humanoid robot shipments outlook as commercialization speeds up, signaling faster factory adoption.

According to @CNBC, SpaceX’s IPO total rose to $85.7B after underwriters exercised the overallotment, expanding capital for Starlink and AI ambitions.

According to Sawyer Merritt, Morgan Stanley sees $3.4T 2040 revenue as SpaceX AI business drives growth; Goldman Sachs projects $160B revenue by 2028.

According to Sawyer Merritt on X citing Morgan Stanley, the bank grew more optimistic about Tesla’s path to an unsupervised robotaxi rollout after a site visit to Giga Texas, noting specific progress on edge cases in pickup and drop-off handling; as reported by Morgan Stanley via Merritt, the firm views Tesla’s end-to-end autonomy stack and data engine as key to scaling deployment and unit economics for autonomous ride-hailing; according to Merritt’s post, this progress could accelerate commercial viability in geofenced zones where high-volume data helps refine corner-case performance.

According to Sawyer Merritt referencing Morgan Stanley analyst Adam Jonas, Tesla's proposed investment in xAI could mark the beginning of a deeper strategic partnership focused on artificial intelligence and robotics. Jonas notes that Tesla's advancements in robotics stand to benefit significantly from xAI's progress in artificial general intelligence (AGI), with potential for bi-directional data sharing to accelerate innovation. The report emphasizes that legal frameworks may evolve to support closer cooperation between these related entities, presenting major business opportunities for enhanced AI-driven products and services. Morgan Stanley reiterates its Overweight rating on Tesla, highlighting that broader AI integration could drive long-term growth and maintain its bullish $800 price target (Source: Sawyer Merritt on X/Twitter, citing Morgan Stanley).