Morgan Stanley: Space is the "ultimate backyard" for computing power, maintains "Overweight" rating for SpaceX (SPCX.US)
智通财经2026/10/06 13:52According to Odaily, Morgan Stanley has released a research report maintaining its “Overweight” rating on SpaceX (SPCX.US) and a target price of $300, representing nearly 90% upside from the closing price of $158.96 on October 2. Analyst Adam Jonas and his team put forward a bolder view: space is becoming the ultimate arena where energy is converted into intelligence in the age of AI.
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US EIA raises its forecast for next year's crude oil production in October to 14.3 million barrels per day.
For October, the US EIA Short-Term Outlook forecasts US crude oil production for next year at 14.3 million barrels per day, up from the previous estimate of 14.26 million barrels per day.
US October EIA forecasts average WTI crude oil price at $88.21 per barrel for the year
The U.S. EIA's expected average WTI crude oil price for October this year is $88.21 per barrel, compared to the previous value of $84.65 per barrel.

U.S. oil production in October is expected to rise to 14 million barrels per day.
The U.S. Energy Information Administration (EIA) expects that U.S. oil production will average 14 million barrels per day in October, up from 13.96 million barrels per day in September; in November, it is projected to average 14.04 million barrels per day.
EIA expects US oil demand to remain unchanged from 2026 to 2027
U.S. Energy Information Administration (EIA): U.S. oil demand is expected to be 20.6 million barrels per day in 2026, unchanged from the previous forecast of 20.6 million barrels per day; demand for 2027 is projected to be 20.8 million barrels per day (previously 20.8 million barrels per day).