Research Feed
Weekly analysis sent every Wednesday.
Join 2,263 others.
Filter by type
Analysis
Report
News
Jun 03, 2026
Per Retuers, SpaceX plans to fix its IPO price at $135 a share to raise a record $75 billion, selling 555.6 million shares at a targeted $1.75 trillion valuation. Companies have historically set a ...
Jun 02, 2026
GRIMES COUNTY, TEXAS - commissioners are set to hold a public hearing on 3 June 2026 regarding a SpaceX semiconductor complex at Gibbons Creek Reservoir, with two hearings, one on a tax abatement a...
May 29, 2026
Blue Origin lost a New Glenn rocket to an explosion on Launch Complex 36 at Cape Canaveral Space Force Station on the night of May 28, six days before a launch that could have flown as soon as June...
May 29, 2026
The FAA issued an environmental assessment and a record of decision for test flights of Starfall, an uncrewed SpaceX reentry vehicle, on 15 May, then publicised the documents through an FAA Space U...
Pricing Terafab: A Bottom-Up the S-1 Won't Give You
May 27, 2026
SpaceXAi's S-1 names Terafab, its partners, and the terawatt compute ambition, but avoids the cost question. The press has filled the void with figures of $55B, $119B and, at the top end, $5T; none of which come from SpaceXAi. We built the bottom-up model the filing leaves out, and the bottlenecks we found look different from the ones the press keeps chasing.
What Moves $/Chip: Sensitivity
May 26, 2026
Antwerp, Belgium - ASML (AMS: ASML/NASDAQ: ASML) CEO Christophe Fouquet told Reuters he has been in direct contact with Elon Musk about Terafab, the Texas-based fabrication project tied to Tesla, S...
May 23, 2026
SpaceX launched the first Starship V3 on Flight 12 from Pad 2 at Starbase on May 22, 2026 at 6:30 p.m. Eastern, one day after scrubbing the May 21 attempt over a hydraulic pin failure in the launch...
May 22, 2026
Florida Governor Ron DeSantis announced that Blue Origin will invest $600 million in an 830,000 sq ft upper-stage manufacturing facility at the company's Rocket Park campus at Cape Canaveral Spacep...
May 22, 2026
NASA announced an agencywide realignment tied to President Trump's Executive Order on Ensuring American Space Superiority, restated by the agency as the National Space Policy. The realignment targe...
May 21, 2026
Rocket Lab announced on May 21, 2026 that the U.S. Space Force Space Systems Command awarded it a $90 million contract to design, manufacture, integrate, and operate two geostationary satellites ho...
Loading more feed items....
