SpaceX $600 Target: What Morgan Stanley's Cursor Thesis Misses

Morgan Stanley's $600 bull case for SpaceX hinges on Cursor becoming a frontier AI model. But Cursor's market share dropped from 41% to 26% while Claude Code surged to 54%. Here's what investors ...

Memeburn·1d ago

A Dark Horse Company Matures Under The SpaceX Flag

SpaceX’s Cursor acquisition highlights AI-native coding tools’ growing strategic importance beyond today’s most widely recognized AI companies.

Forbes·Jul 26

SpaceX Acquires AI Coding Star Cursor for $60 Billion; Founder Reveals How Early Talent Was Unearthed from Discord Communities

finance.biggo.com·Jul 9

SpaceX Bets Big on AI, Rebrands XAI as SpaceXAI: Worth Buying Now?

The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for...

Yahoo Finance·Jul 7

Reid Hoffman: SpaceX "isn't really an AI company"

Reid Hoffman, co-founder of LinkedIn, says SpaceX's AI narrative is mostly financial engineering. On the Pioneers of AI podcast, Reid says that after a record-breaking IPO, SpaceX quickly acquired ...

Yahoo·Jul 3

SpaceX's $60 billion Cursor acquisition changes everything. Here's why.

By picking up Cursor developer Anysphere, Elon Musk's company enhances its offerings in what it sees as its largest potential addressable market.

The Motley Fool on MSN·Jun 29

Is SpaceX Stock a Portfolio Must-Have Ahead of Q2 Earnings?

Earnings estimates for SpaceX for 2026 and 2027 have witnessed no revision in the past seven days. Our proven model does not predict an earnings beat for SpaceX for the second quarter. The...

The Globe and Mail·Jul 30

SpaceX to buy Cursor AI parent company Anysphere in $60 billion deal

CNBC·Jul 9

Where Will SpaceX Be in 3 Years?

SpaceX is quickly morphing into an artificial intelligence company, most recently through its $60 billion acquisition of Anysphere, the parent company of AI software and coding specialist Cursor, to...

The Motley Fool·Jul 6

What does SpaceX’s acquisition of Cursor mean for the future of AI?

Analysis of SpaceX's $60 billion acquisition of Cursor, the merger structure, hardware-software synergies, and impacts on AI and the developer ecosystem ...

BIG on MSN·Jul 1

SpaceX to Acquire Cursor in $60B Stock Deal, Deepening Elon Musk’s AI Empire

SpaceX will buy Cursor parent Anysphere in a $60B all-stock deal, giving Elon Musk’s company a major AI coding asset days after its IPO.

TechRepublic·Jun 28

SpaceX investors aren’t just buying a rocket company—here’s how it makes money

Key Takeaways SpaceX priced its IPO at a roughly $1.8 trillion valuation, but the stock has since fallen below its offer price, trimming its market value to about $1.5 trillion.Starlink’s subscriber...

Investopedia on MSN·Jul 28

SpaceX sheds 35% from post-IPO intraday peak one month after record debut

Space Exploration Technologies (SPCX) has surrendered much of its post-IPO rally in the month since its record-breaking June 12 debut, with shares trading at $145.30 as of the July 10 close, down 35%...

Seeking Alpha·Jul 13

SpaceX Just Made Its Biggest Acquisition Yet. Here's What It Means for the Stock.

Yahoo Finance·Jul 8

SpaceX's $60 billion Cursor deal more than doubles its young cofounders' net worths

qz.com·Jul 5

SpaceX (SPCX) Is Spending $60 Billion To Build An AI Infrastructure Business

SPCX, is expanding its AI compute infrastructure business with new third party deals and a US$60b stock acquisition of Anysphere. The company is shifting its focus beyond launches and telecom toward...

Yahoo Finance·Jun 30

SpaceX Buys Cursor In Largest Startup Acquisition Ever At $60 Billion

This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. SpaceX has executed the largest venture-backed startup acquisition ever, buying Anysphere,...

Forbes·Jun 28