Market BriefKey Takeaways5 Points30s Read01The fall-SPCX is down about a third from its $225.64 first-week peak, hitting an all-time low…
Article BriefKey Takeaways5 Points30s Read01The deal-Rocket Lab agreed to buy Iridium for about $8 billion in cash and stock -…
$192.50▲ +31.55 (+19.60%)Market Cap$2.11TDay Range$168.36 – $192.95IPO price (Jun 12)$135.00Capital raised$75B — largest IPO everDay-1 close$160.95 (+19.2%)Gain since IPO+42.6%As of…
Article BriefHow I am reading the filing shift4 Points24s Read01This is an infrastructure repricing move-The valuation framing can be read…
The cleanest SpaceX headline this week is the one that looks bad: Starship is paused while SpaceX works through a…
Article BriefKey Takeaways5 points30s read01No signed merger yet-Current reports and filings support serious speculation, but there is no announced Tesla-SpaceX…
Article BriefKey Takeaways4 points24s read01Revenue is not the scoreboard-Tesla has the bigger revenue base, but valuation prices future control, scarcity,…
Article BriefKey Takeaways5 points30s read01New angle-Starlink's strongest moat is not only the constellation. It is the country-by-country permission ledger that…
Article BriefKey Takeaways4 points24s read01The roster-The official May 6 read is eight companies: SpaceX, OpenAI, Google, NVIDIA, Reflection, Microsoft, Amazon…