Adam Jonas
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Search complete. 24 mentions across 20 episodes found for "Adam Jonas".
Oct 8, 2026
David GerardHOST
Investors are also selling the SpaceX bonds off.
David GerardHOST
Adam Jonas from Morgan Stanley said in an analyst note that investors really weren't buying it, literally.
David GerardHOST
Quote, "I regularly present to large groups of clients and ask the room, 'Who here owns SpaceX shares?' Last night when I did that in front of forty clients, not a single hand went up.
David GerardHOST
Sometimes it's one or two hands, rarely more." Unquote.
Carmen ReinekeCORRESPONDENT
And getting cheaper [laughs]
speaker_3HOST
... getting cheaper from Adam Jonas of Morgan Stanley.
speaker_3HOST
So, um, that's a good read on what might be happening.
speaker_3HOST
All right.
Dan LoneyCORRESPONDENT
Shares of SpaceX were slightly higher today.
Dan LoneyCORRESPONDENT
The Elon Musk company received an upgrade and was reaffirmed at a $300 price target by Morgan Stanley analyst Adam Jonas.
Dan LoneyCORRESPONDENT
There is also the successful launch of the Falcon 9 rocket last Thursday that delivered four astronauts to the ISS.
Tim LanceHOST
I'm Dan Loney with your Money Now on FM News 101 KXL.
1 HR 5 MINS LATER
Dan LoneyCORRESPONDENT
Google will buy power tied to 890 megawatts of new nuclear capacity along with a separate 2,700 megawatt supply agreement supporting more than $4.3 billion in new Constellation investment.
Dan LoneyCORRESPONDENT
Shares of SpaceX were slightly higher today.
Dan LoneyCORRESPONDENT
The Elon Musk company received an upgrade and was reaffirmed at a $300 price target by Morgan Stanley analyst Adam Jonas.
Dan LoneyCORRESPONDENT
There is also the successful launch of the Falcon 9 rocket last Thursday that delivered four astronauts to the ISS.
Brian SullivanHOST
[upbeat music] Let's talk about the rise of the robots because the humanoid revolution is beginning to get real, and investors are pouring billions into the race.
Brian SullivanHOST
According to a new note from Morgan Stanley's Adam Jonas, investment in humanoid robots, startups like that one, has already hit 4 point- $9.4 billion this year.
Brian SullivanHOST
That's nearly double the money raised in all of last year, and Jonas thinks the market could become even more massive.
Brian SullivanHOST
10 years from now, Jonas estimates humanoid robot adoption could reach 28 million, 28 million humanoid robots in America.
Brandon GomezCORRESPONDENT
The bank lifting their expectations $10 from $220 to $230, reiterating a buy rating, saying it believes that AI segment estimates still look conservative relative to street estimates over the next six to 18 months, absent a correction across the broader AI operating landscape.
Brandon GomezCORRESPONDENT
Now remember, as you said, Morgan Stanley's Adam Jonas reiterated his overweight rating and $300 price target yesterday, saying the stock is cheap and getting cheaper.
Brandon GomezCORRESPONDENT
It also comes after the company successfully launched a crewed NASA mission and separately sent Google's AI chips into orbit.
Brandon GomezCORRESPONDENT
Now, shares have been incredibly volatile this year.
Morgan BrennanHOST
Uh, and the stock is back at its highest level since mid-June, so right after the IPO, and it pushes C- CEO Elon Musk's wealth back to trillionaire status, at least on paper.
Morgan BrennanHOST
That jump coming on the back of bullish notes, including one from Morgan Stanley's Adam Jonas calling the stock cheap at current levels.
Morgan BrennanHOST
Something else to watch, SpaceX also yesterday proposing a 32-mile Florida natural gas pipeline for Starship refueling as they continue to invest in and build out Starship operations along, uh, the southern coasts of the US.
Morgan BrennanHOST
Well, Google meantime is taking its AI ambitions to the heavens, recently sending a satellite prototype equipped with its specialized AI chips into low Earth orbit.
Jim CramerHOST
Um, David, now, uh, of course, I...
Jim CramerHOST
We know that Adam Jonas is gonna write about SpaceX from now till forever.
Jim CramerHOST
He's-
David FaberHOST
He wrote a big report yesterday.
Brian SozziHOST
Yesterday, Morgan Stanley came out.
Brian SozziHOST
Adam Jonas, he used to cover the auto space and Tesla, now he's covering pretty much spacically, uh, basically SpaceX.
Brian SozziHOST
And so much enthusiasm for what Adam Jonas, a longtime market mover, had to say about SpaceX and calling the stock cheap in the X accounts and all the Elon fans just, like, really riffed on this and got super excited.
Brian SozziHOST
I just...
Brian SozziHOST
They were foaming at the mouth to own SpaceX yesterday I think everyone actually didn't read what Adam had to say in this note, specifically the catalyst why he thinks SpaceX is cheap.
GmoneyHOST
And, you know, I think it's interesting.
GmoneyHOST
I saw, um, I saw a post last night that was referencing, uh, an Adam Jonas note, who is, uh, the axe in automakers.
GmoneyHOST
He's, like, the best analyst on the street for automakers.
GmoneyHOST
He's at Morgan Stanley, and I think he's kind of transitioned over to full-time covering SpaceX.
speaker_3CORRESPONDENT
Shares of SpaceX were slightly higher today.
speaker_3CORRESPONDENT
The Elon Musk company received an upgrade and was reaffirmed at a $300 price target by Morgan Stanley analyst Adam Jonas.
speaker_3CORRESPONDENT
There is also the successful launch of the Falcon 9 rocket last Thursday that delivered four astronauts to the ISS.
Tim LanceHOST
I'm Dan Loney with your Money Now on FM News 101 KXL.
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