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The $2 Trillion Underwriting Case: Inside Chamath’s Blockbuster SpaceX Math
24/7 Wall St.80d agoneutral
The $2 Trillion Underwriting Case: Inside Chamath’s Blockbuster SpaceX Math

During a highly anticipated segment on the latest All-In Podcast, Chamath Palihapitiya laid out a detailed underwriting case to justify why SpaceX is worth a full two trillion dollars right now. He explained that a twenty-times sales multiple is actually a bargain when you properly measure it against the massive commercial markets that Starlink and ... The $2 Trillion Underwriting Case: Inside Chamath’s Blockbuster SpaceX Math

24/7 Wall St.80d agoneutral
The Commercial Space Economy Just Crossed a Real Revenue Threshold and After Following This Industry for Years These Are the 3 ETFs Worth Owning

The commercial space sector has crossed into recurring commercial revenue at scale. SpaceX’s Starlink unit is now throwing off subscription cash flow at a scale that supports an IPO pipeline being shepherded by Bank of America as lead underwriter. Pure-play satellite operators are booking recurring service revenue rather than one-off launch fees. Even prime defense ... The Commercial Space Economy Just Crossed a Real Revenue Threshold and After Following This Industry for Years These Are the 3 E

Rocket Lab Wins Space Force Deal As Valuation And Momentum Diverge
Simply Wall St.82d agobullish
Rocket Lab Wins Space Force Deal As Valuation And Momentum Diverge

Rocket Lab (NasdaqGS:RKLB) has secured a $90 million multi year contract with the U.S. Space Force to build and operate geostationary defense satellites. The award is Rocket Lab's first major U.S. Space Force prime contract for complex GEO missions, expanding its role beyond launch services. The contract covers end to end mission delivery, from satellite design and manufacture to on orbit operations. For investors tracking Rocket Lab, the new U.S. Space Force award arrives after a strong...

Why Rocket Lab (RKLB) Stock Is Falling Today
StockStory82d agobearish
Why Rocket Lab (RKLB) Stock Is Falling Today

Shares of aerospace and defense company Rocket Lab (NASDAQ:RKLB) fell 4.5% in the morning session after the company disclosed plans for a large-scale equity offering program that could raise up to $3 billion through future share sales.

AST SpaceMobile Jumps 7%, Rocket Lab Climbs 6%, Planet Labs Rises 4%: Space Stocks Resume Their Climb
24/7 Wall St.83d agobullish
AST SpaceMobile Jumps 7%, Rocket Lab Climbs 6%, Planet Labs Rises 4%: Space Stocks Resume Their Climb

Space stocks are back in rally mode at midday Friday, with the sector’s three highest-profile pure plays moving sharply higher in unison. AST SpaceMobile (NASDAQ:ASTS) stock is up 7%, Rocket Lab (NASDAQ:RKLB) shares are climbing 6%, and Planet Labs (NYSE:PL) stock has added 4%. The coordinated bid follows a mid-week wobble in commercial space names. ... AST SpaceMobile Jumps 7%, Rocket Lab Climbs 6%, Planet Labs Rises 4%: Space Stocks Resume Their Climb

3 Large-Cap Stocks on Our Watchlist
StockStory83d agoneutral
3 Large-Cap Stocks on Our Watchlist

Large-cap stocks usually command their industries because they have the scale to drive market trends. The flip side though is that their sheer size can limit growth as expanding further becomes an increasingly challenging task.

SpaceX Hype Lifts Industry Stocks
The Wall Street Journal83d agoneutral
SpaceX Hype Lifts Industry Stocks

Space stocks are rocketing upwards. AST SpaceMobile and Virgin Galactic have each risen more than 9% in Friday's trading session, extending gains from Thursday driven by SpaceX's move toward an initial public offering.

Rocket Lab stock price tumbles as bold move rattles investors
TheStreet83d agoneutral
Rocket Lab stock price tumbles as bold move rattles investors

Rocket Lab (RKLB) investors woke up to a different stock than the one they went to bed with. On May 20, RKLB closed at a fresh record of $134.28, up 5.47% on the day, capping a run that has more than doubled the shares since December. By May 21 pre-market, the stock was down roughly 6.6% to around ...

RKLB- A Better Way to Play the SpaceX IPO
MoneyShow84d agoneutral
RKLB- A Better Way to Play the SpaceX IPO

The global space economy is already worth more than $600 billion. While SpaceX may win the headlines, the better returns could come from the companies building the ecosystem around it, like Rocket Lab Corp. (RKLB), writes Nicholas Vardy, editor of Microcap Moonshots.