According to SawyerMerritt, Morgan Stanley says Tesla and SpaceX align on chips, energy, and connectivity to win physical AI over the next decade.

According to @CNBC, analysts issued bullish calls on Nvidia, Tesla, Apple, SpaceX, and Micron, highlighting AI demand, chip capacity, and ecosystem growth.

According to SawyerMerritt, Barron's says SpaceX won from its xAI merger as revenue surged, reshaping earnings and cash flow forecasts.

According to SawyerMerritt, SpaceX’s AI compute hosting will exceed $3.4B per month by December, with a new $1.11B monthly deal starting Dec 1, 2026.

According to SawyerMerritt, SpaceX signed an AI compute hosting deal worth $1.11B per month starting Dec 1, 2026, boosting ARR trajectory.

According to God of Prompt, a SpaceXAI engineer built a Chief of Staff and specialist Grok bots with shared skills and loops end to end in one hour.

According to TheRundownAI, OpenAI cuts Cursor post SpaceX deal, a court rejects Pentagon’s Anthropic blacklist, and Codex streamlines iOS app submissions.

According to @CNBC, OpenAI will end model access for Cursor following its acquisition by SpaceX, signaling tighter ecosystem control and vendor risk.

According to SawyerMerritt, OpenAI will end Cursor access on Nov 12 after SpaceX’s acquisition, citing ToS risks, per OpenAI and X post.

According to OpenAI... OpenAI will end Cursor’s direct model access on Nov 12 after SpaceX acquisition, pledging developer transition support.

According to CNBC... Wall Street boosted Nvidia, Tesla, Amazon, Marvell, and Affirm on AI demand and chip tailwinds, signaling upside for 2026 growth.

According to TheRundownAI, Unitree’s $13B surge, Tesla Cybercabs in Austin, Amazon’s 500 drone cities, and ex‑SpaceX welding automation reshape robotics.

According to SawyerMerritt, SpaceXAI’s Minihard in Tennessee packs 220,000 Nvidia GB300 GPUs in a denser build with Tesla Megapacks for grid stability.

According to Sawyer Merritt, Elon Musk told SpaceX staff they must win on AI as robots and automation define the future in a new all-hands video.

According to SawyerMerritt, Musk said SpaceX AI revenue will top other revenue in September and surge ahead in Q4 during a recent all-hands video.

According to CNBC, analysts boosted Nvidia on AI server demand while flagging Apple, Tesla, and SpaceX catalysts across chips and robotics.

According to SawyerMerritt, Morgan Stanley sees SpaceX’s Cursor-Grok stack lifting AI valuation, with a 330% upside toward a $600 bull case.

According to @CNBC, Argus upgraded SpaceX citing AI investments expected to pay off and urging investors not to bet against Musk.

According to SawyerMerritt, flyers choose layovers and pay more to get Starlink-equipped flights, signaling premium demand for in-flight connectivity.

According to TheRundownAI, SpaceX touts lunar robot factories, DoorDash taps gig loaders, Xiaomi open-sources a robot brain, and startups fill humanoid gaps.