CNBC
• Liz Napolitano
SpaceX’s reported move to acquire AI startup Cursor is central to Morgan Stanley’s bullish valuation case, which sees the company’s shares more than doubling. The thesis assigns considerable value to SpaceX’s expansion into artificial intelligence rather than relying primarily on its launch and space operations.
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SpaceX’s reported move to acquire AI startup Cursor is central to Morgan Stanley’s bullish valuation case, which sees the company’s shares more than doubling. The thesis assigns considerable value to SpaceX’s expansion into artificial intelligence rather than relying primarily on its launch and space operations.
A proposal to deploy as many as 1 million AI satellites in orbit could sharply increase rocket-launch emissions and produce concentrated toxic ash as spacecraft reenter the atmosphere. The scale of the data-center constellation raises questions about the environmental limits of orbital computing and satellite disposal.
Delta has expanded its Concierge service to every SkyMiles member through the Delta app. The AI-powered assistant helps customers manage disruptions, initiate cancellations, track bags and access SkyMiles account information, extending automated travel support beyond a limited customer segment.
Joby Aviation will acquire Ohio-based defense technology company Resonant Sciences for approximately $500 million, expanding beyond its commercial electric air taxi program. The transaction is expected to close in 2027 and will bring Resonant’s RF, sensing, mission systems and stealth capabilities into a standalone Joby defense business.
Proteus Space, an AI-native aerospace company focused on rapid, end-to-end access to space, has appointed retired U.S. Air Force Maj. Gen. Kimberly “Kim” Crider to its Board of Directors. Crider previously served as the U.S. Air Force’s first Chief Technology and Innovation Officer.
Former Army chief James McConville says hybrid-electric rotorcraft could improve range and sortie generation, as the Army advances platoon-level short-range reconnaissance UAS through a competitive fly-off. Separately, Boeing and Rheinmetall are pursuing accelerated sixth-generation air-combat capabilities, while Robinson Unmanned highlights sovereign drone manufacturing under a U.S. initiative.
Lockheed Martin Skunk Works’ X-62A test aircraft conducted 27 intercepts against a live target, demonstrating the U.S. Air Force’s use of artificial intelligence to control a fighter aircraft during operationally relevant engagements.
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The U.S. Air Force is pursuing an AI tool to reduce the labor required to manage Minuteman III intercontinental ballistic missile sustainment. The system would help personnel sift through data from roughly 60 sources, targeting a more efficient approach to maintaining the strategic weapons system.
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