Space
The Signal's coverage of Space stocks β sharp analysis on earnings, contracts, and market-moving catalysts.
SpaceX Buys the Low-Band Spectrum That Turns Starlink Into a Carrier
SpaceX has agreed to acquire Grain Management's nationwide low-band spectrum portfolio to eliminate the dead zones in its direct-to-device network. The transact...
Rocket Lab Rides the Launch Bottleneck to a Critical Inflection
Rocket Lab has carved out a profitable niche launching small payloads while assembling satellites for commercial and government clients. Its equity upside now h...
Rocket Lab Turns Electron Into a Subscription Business While Neutron Slips
Rocket Lab announced a multi-year launch agreement with Tokyo's Synspective for 20 new Electron missions, its largest commercial Electron contract ever. The dea...
Starship's First Orbit Adds Broadband Capacity, Not a Lower Cost Curve
Starship reached orbit for the first time on Sept. 28, 2026, releasing 26 Starlink V3 satellites that SpaceX expects to start serving customers within weeks. Ea...
Google Is Taking AI Compute to Orbit, and Planet Labs Builds the Hardware
Google will launch the first Project Suncatcher prototype around Oct. 1, a refrigerator-sized satellite carrying four Trillium TPUs that can run for about 15 mi...
Iridium's L-Band License Is the Prize Inside Rocket Lab's $8 Billion Deal
Iridium Communications holds 8.725 MHz of contiguous L-band spectrum coordinated and recorded with the ITU, giving it the only truly global mobile satellite net...
SpaceX Is Becoming the AI Industry's Compute Landlord
SpaceX disclosed a fresh AI-compute hosting contract worth $1.11 billion a month starting December 1, lifting its disclosed hosting book past $3.4 billion a mon...
Rocket Lab's Iridium Deal Caps a Full-Stack Space Bet That Hinges on Neutron
Rocket Lab's $8 billion move on Iridium is the capstone of a full-stack space bet: rockets, satellites, and soon a constellation it owns outright. The company j...
SpaceX Bought Cursor for $60 Billion. OpenAI Just Cut It Off.
OpenAI says it will cut off Cursor's access to its models by November 12 β the latest escalation of the MuskβAltman feud, now playing out in the AI coding marke...
NASA Just Launched Its Most Powerful Telescope Ever β and the Company That Built Its Eye Is the One Wall Street Keeps Ignoring
NASA's Roman Space Telescope launched this morning β and L3Harris built the 2.4-meter eye at the heart of it. The defense-tech giant's stock sits near its one-y...
Space Launch Economics, Explained: How Reusability Broke the Cost of Reaching Orbit
Reusable rockets turned space from a government-only luxury into a commercial industry. Here's how the economics work, who's winning, and what cheap launch unlo...
SpaceX vs. AST SpaceMobile: The $6 Billion Fight for Your Phone's Signal
Bloomberg reports that SpaceX and AST SpaceMobile are both among the bidders for Grain Management's nationwide 800 MHz low-band spectrum portfolio, valued at ro...
Intuitive Machines Isnβt a Moon Company Anymore
Intuitive Machinesβ Q2 report was dominated by satellites, not landers: a $600M+ order for three GEO communications satellites, a record $1.76B backlog, and a n...
AST SpaceMobile Has the License, the Carriers, and the Cash. Now Comes the Hard Part.
AST SpaceMobile secured full FCC commercial authorization in April, won carrier validation from AT&T, Verizon, and T-Mobile in May, and launches its next three ...
AST SpaceMobile's 10 Satellites Are in Orbit. The Real Race Starts Now.
AST SpaceMobile pushed its 45-satellite goal from end of 2026 to early 2027 after New Glenn's catastrophic failure, but $3.5 billion in cash and a $1.2 billion ...
Intuitive Machines Is Building the Toll Road to the Moon. The Market Still Sees a Launch Company.
Intuitive Machines is the only private company to land on the Moon β twice. With a $4.82B NASA communications contract, six CLPS awards, and Q1 2026's first-eve...
Starlink Prints Money, Starship Burns It, and AI Eats the Rest β Decoding SpaceX
SpaceX ($SPCX) is three businesses in one ticker β Starlink (39% margins, $11.4B revenue), Launch Services ($4.7B, 166 launches), and AI/xAI ($3.2B rev, $14B an...
Rocket Lab's Neutron Is Almost Here. The Space Industry's Biggest Underdog Might Just Break Everything.
Rocket Lab stock sits at $100 with a $62.7B market cap and Q1 2026 revenue cracking $200M for the first time β but the real catalyst is still months away. Neutr...
Everyone's Obsessed With SpaceX. Rocket Lab Quietly Built the Better Business.
Rocket Lab isn't trying to beat SpaceX β it's positioning as the independent launch and space-systems alternative that satellite operators and defense agencies ...
The SpaceX Lockup Calendar: When To Buy $SPCX
SpaceX's record-shattering IPO saw the stock surge past $225 before settling back. But with under 5% float and a complex 16-date lockup structure releasing shar...
MDA Space: The Arms Dealer of the Orbital Economy
MDA Space (TSX: MDA) posted Q1 2026 revenue of $464.1M (+32.2% YoY) with a fortress $3.7B backlog and just acquired Blue Canyon Technologies for $620M to plant ...
The Invisible Rocket Company: Why Wall Street is Missing Rocket Lab's Real Money Printing Press
Rocket Lab's Space Systems division generated $136.7M in Q1 2026 (68% of revenue) while the launch business everyone obsesses over brought in $63.7M. With Neutr...
Iridium Just Ripped +168% YTD and Nobody's Talking About It β The Defense-and-IoT Satellite Monopoly the SpaceX Hype Buried
Iridium Communications ($IRDM) has returned +168.1% YTD, surging from $17.65 to $47.32, driven by the Aireon acquisition (full ownership of space-based ADS-B ai...
SpaceX Blasts Through the Nasdaq Roof β $75B IPO Closes at $161, Musk Is Now Worth More Than Most Countries
SpaceX completed the largest IPO in history on June 12, raising $75 billion at a $1.8 trillion valuation. Shares surged 19% on debut, closing at $161.11. Elon M...
Picks & Shovels vs. Moonshots: The Long-Term Case for RDW and LUNR
The commercial space race just graduated from speculative vaporware to pure corporate execution. Redwire (RDW) is the diversified, cash-flowing infrastructure p...
A $5 Penny Stock Just Hit $35 in Three Days β Meet the Space Battery Trade That Broke Reddit
Solidion Technology (STI) surged 619% in three days from $4.97 to $35.72 on claims of space battery tech for AI data centers. Volume exploded to 105M shares. Re...
$PL Just Beat On Earnings, Raised Guidance, and Said Defense Is Booming. The Stock Dropped 26% Anyway.
Planet Labs reported Q1 FY2027 results with $94M in revenue (up 42% YoY), raised full-year guidance, and highlighted booming defense demand. Despite the beat-an...
Forget Saudi Aramco β SpaceX Just Dropped the Biggest IPO in History. $75 Billion at $135 a Share.
SpaceX set its IPO terms on June 3, 2026, at $135 per share β a fixed-price, all-primary offering targeting $75 billion, which would eclipse Saudi Aramco's $29....
$RDW Just Exploded 26% β Redwire Got the Keys to the $151B Golden Dome
Redwire ($RDW) surged ~26% to $25.90 after being selected for the Missile Defense Agency's $151B SHIELD IDIQ contract β a cornerstone of Trump's Golden Dome ini...
Intuitive Machines Just Won $180M NASA Contract β $LUNR Is Building the Lunar Economy
Intuitive Machines ($LUNR) is on an absolute tear. Q1 2026 revenue hit $183.6M β up 194% YoY β and backlog surged to $792M after a $180.4M NASA CLPS award for t...
AT&T, Verizon & T-Mobile Just Backed $ASTS β Satellite-to-Phone Is Finally Real
AST SpaceMobile ($ASTS) hit $105.86 after AT&T, Verizon, and T-Mobile announced a joint venture to build satellite-to-phone service β validating the entire spac...
Someone Just Booked 8 Rocket Lab Launches β And Won't Say Who
Rocket Lab's mystery customer booked 8 launches (5 Neutron + 3 Electron) β the largest launch deal in company history. Combined with a record $2.2B backlog and ...
SpaceX-xAI Mega-Merger: The $470B AI-Space Empire Coming for the Biggest IPO Ever
Reuters and Bloomberg report that Elon Musk's SpaceX and xAI are in advanced merger talks ahead of a planned IPO. The combined entity would be valued at roughly...
Rocket Lab Crushed Q1 β Record $200M+ Revenue, Space Force Deal, and the Street Is Chasing
Rocket Lab (RKLB) surged 34% in its best single day as a public company after reporting Q1 2026 revenue north of $200 million β crushing analyst estimates. With...
Rocket Lab's $90M Space Force Win: First GEO Satellites Mark a Move Beyond Launch
Rocket Lab (RKLB) won a $90M U.S. Space Force contract to build two GEO satellites hosting the Heimdall space domain awareness payload β its first-ever geostati...
Rocket Lab Just Became the Most Important Space Stock You Don't Own
Rocket Lab just hit 87 Electron launches, deployed 250+ satellites, and is building Neutron β a reusable medium-lift rocket. With end-to-end spacecraft manufact...
SpaceX IPO: Everything Investors Need to Know Before the Biggest Space Debut in History
SpaceX is preparing what could be the largest IPO in history with a potential $300B+ valuation. With Starlink's cash flow accelerating and Starship achieving or...
SpaceX: Inside the Hidden Debt and Hype Behind the Biggest IPO in Human History
SpaceX filed its S-1 for the largest IPO in history under ticker SPCX, targeting a $1.75-2 trillion valuation. But the filings reveal $29.1B in debt, $4.9B net ...
Redwire's Contract Runway: Why This $14 Stock Could Be the Next Space Rocket
Redwire has quietly built a $500M+ contract backlog across space manufacturing, solar arrays, and 3D printing. With revenue growing 30%+ annually and expanding ...