(https://www.cnbc.com/2026/08/11/spacex-shares-can-double-morgan-stanley-says-.html), but the bull case pivots away from what actually prints cash: satellite broadband infrastructure and government launch contracts. Cursor acquisition adds a shiny narrative, but AI-native threat detection—the Forensic Accountant flagged this yesterday—is compressing legacy security vendor moats, not expanding SpaceX's.