Morgan Stanley is highlighting SpaceX's growing technology links with Tesla and Elon Musk's expanding artificial intelligence ambitions, describing the relationship as a developing Physical AI ecosystem. The firm said the two companies share technology, talent and infrastructure, with SpaceX contributing areas such as computing and connectivity while Tesla brings capabilities in robotics, energy and manufacturing. SpaceX shares climbed about 1% overnight after falling nearly 1% Monday, while Tesla shares gained about 3% Tuesday. Separately, Grok 4.7 launched Sept. 21, roughly three weeks after Musk's original Sept. 1 target, and Deepwater Asset Management's Gene Munster said the timing was close enough to view the release as effectively on schedule. The launch is drawing attention to Grok 5, which Musk has targeted for late 2026 and which he has said could incorporate data from SpaceX, potentially giving xAI access to a large engineering and operational dataset. The next catalyst is whether SpaceX announces additional AI infrastructure or commercial partnerships tied to its expanding computing business.
Space Exploration Technologies Corp. Class A Common StockMorgan Stanley highlights SpaceX's computing/connectivity contributions to a Physical AI ecosystem with Tesla, and the next catalyst is potential AI infrastructure or commercial partnerships.
Tesla IncMorgan Stanley cites Tesla's robotics, energy and manufacturing capabilities as part of the shared Physical AI ecosystem with SpaceX.
Morgan StanleyMorgan Stanley is the firm issuing the Physical AI ecosystem research note tying SpaceX and Tesla, but the note itself carries no clear positive/negative for its own stock.
