All about Space Sector Investment
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News
20SpaceX Buys Grain's Spectrum for $8 Billion for Direct-to-Cell Service
Grain Management is selling its nationwide 800 MHz spectrum portfolio to SpaceX in a deal reported by The Wall Street Journal to be worth around $8 billion to support direct connectivity.
'Sell on the News'... South Korean Space Stocks Drop Despite 'Nuri' Success
South Korean aerospace stocks fell in a sell-off following the successful launch of 'Nuri', with Hanwha Aerospace dropping 4.5% and Satrec Initiative sliding 8.96%.
NASA Lunar Contract Delay Sends Intuitive Machines Shares Down
NASA has delayed the announcement of the CLPS 2.0 contract from October to at least November 7, dampening optimism over new government business and putting pressure on Intuitive Machines shares.
SpaceX Prepares to Unlock 328 Million Shares for Sale on October 9
Approximately 328.4 million Class A shares of SpaceX will become available for sale on October 9 as part of the 120-day tranche, representing about 7% of the shares subject to lockup restrictions.
Why Did Space Stocks Drop Together While the US Market Remained Relatively Stable?
US space company stocks fell together without any company-specific catalyst, amid rising bond yields and oil prices, and ahead of the release of the Fed's September meeting minutes.
Rocket Lab Rises After Reports of Huge NASA Launch Deal
Rocket Lab shares are rising following reports that NASA is preparing to purchase billions of dollars worth of launch rockets, with the Neutron rocket mentioned among the alternatives.
Weekly Report Tracks 570 Space Sector News Stories and $251 Million Funding Round
A weekly report tracks 570 news stories in the space sector, a single private funding round worth $251 million, and $468 million in debt financing.
EnduroSat Raises $205 Million at Valuation Exceeding $1 Billion
Bulgarian satellite manufacturer EnduroSat raises $205 million at a valuation exceeding $1 billion, in a round led by Riot Ventures and Atreides.
SpaceX Shares Rise 5.5% After Renaming AI Unit
SpaceX shares rose about 5.5% to $167.7 following Elon Musk's announcement of renaming the AI unit, as Morgan Stanley reiterated a $300 target price.
Varda Space Raises $251 Million in Series D Round for Space Drug Technology
Varda Space Industries has raised $251 million in a Series D round at a $1.6 billion valuation to advance microgravity drug crystallization technology.
SpaceX Shares Rise 7.35% to $158.96 After a Launch-Packed Week
SpaceX shares close at $158.96, up 7.35%, after Starship's first orbital flight and Google's satellite launch, with an official calling the week extraordinary.
NASA Awards $1.4 Billion Logistics Support Agreements to 16 Companies
NASA awards 16 companies blanket purchase agreements worth $1.4 billion to provide logistics services, including equipment, flight, and transportation support, over five years starting in October.
B. Riley Downgrades AST SpaceMobile to Neutral and Cuts Price Target by 24%
B. Riley analyst downgrades AST SpaceMobile to Neutral from Buy and cuts the price target to $65 from $85 amid escalating competition in direct-to-device connectivity.
WiseSat Shares Begin Trading on Nasdaq After Completing Merger with Acquisition Company
WiseSat Space has completed its merger with special purpose acquisition company Columbus Acquisition, with its shares beginning trading on Nasdaq under the ticker symbol "SAIQ".
Satlyt Raises $8 Million to Run Artificial Intelligence on Satellites
Satlyt raises $8 million in a seed round led by Noon CB Ventures to run AI models on satellites built by other companies.
Rocket Lab Wins Its Largest Launch Deal and Boosts Backlog Above 100 Missions
Rocket Lab enters an agreement to execute 20 launch missions for Japan's Synspective in the largest commercial contract in its history, while Citi initiates coverage of the stock with a Buy rating.
Blue Origin Seeks to Raise $8 Billion in First External Funding at a $140 Billion Valuation
Blue Origin is raising external capital for the first time in its history, targeting $8 billion at a $140 billion valuation, with the round oversubscribed to reach $10 billion.
Private Space Investments Reportedly Jump to $23 Billion with 137% Growth in One Year
Data reportedly revealed that private investment in the space sector reached approximately $23 billion over the past year, a staggering increase reported at 137% year-on-year, in an unprecedented surge reflecting private capital's confidence in the future of the space economy.
Reported Class Action Lawsuit Targets AST SpaceMobile Over Allegations of Misleading Investors Regarding Its Operational Performance
A class action lawsuit has reportedly been filed against space communications company AST SpaceMobile, accusing it of misleading investors regarding its operational capabilities and network deployment projections, which plaintiffs claim resulted in severe losses for company shareholders.
Rocket Lab Reportedly Raises $1.94 Billion via New Equity Offering Program to Fund Iridium Acquisition
Rocket Lab has reportedly announced the launch of an at-the-market (ATM) equity offering program of up to $1.94 billion, aimed at providing the necessary funding to complete its acquisition of satellite communications company Iridium.
Articles & Analysis
1
The Five Pillars of The Space Economy
Three years after publishing our Five Pillars framework, we revisit it with hard evidence: Upstream has a $17B contract ceiling, Instream has an ISS retirement date, Downstream sits inside a $686B economy, Exploration sent four humans around the Moon in April 2026, and Religion — the boldest pillar — is now a line item in the U.S. federal budget. The framework was right. The waiting is over.