$SPCX - MORGAN STANLEY SEES MAJOR AI UPSIDE IN SPACEX
Morgan Stanley's Adam Jonas reiterates Overweight on SpaceX with a $300 price target.
Jonas argues investors are overlooking SpaceX's biggest potential growth driver: Distributed Inference Cloud, a network enabling billions of AI agents and robots to share computing power.
He expects distributed AI and intelligent robotic swarms to become a major investment theme over the coming year.
Morgan Stanley's Adam Jonas reiterates Overweight on SpaceX with a $300 price target.
Jonas argues investors are overlooking SpaceX's biggest potential growth driver: Distributed Inference Cloud, a network enabling billions of AI agents and robots to share computing power.
He expects distributed AI and intelligent robotic swarms to become a major investment theme over the coming year.