Morgan Stanley sees a path to a $600 bull-market target. For $SPCXB , this suggests that Cursor could become a key factor in “connecting” upside potential, as SpaceX is building a broader AI platform.

Cursor’s ARR by 2030 could reach about $33 billion. Before the ecosystem’s upside potential plays out, Grok acts as the intelligence layer, X provides real-time data, SpaceXAI delivers computing power, and Starlink handles connectivity.