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We forecast a ~$500B SpaceX tender based on normalized historical bumps and long-term exponential trends. We also assess how this re-rating flows through to EchoStar via its meaningful SpaceX stake
SpaceX Share Price Trend

Dec 03, 2025

China’s private launch company LandSpace conducted the maiden orbital flight of its methane powered Zhuque-3 (ZQ-3) rocket on December 3, successfully placing its test payload into low Earth orbit....

Dec 03, 2025

On December 2, the U.S. Senate formally initiated the confirmation process for Jared Isaacman, founder of Shift4 and commander of Inspiration4 and Polaris Dawn, following President Trump’s nominati...

Dec 02, 2025

On December 2, independent satellite observer Scott Tilley reported detecting continuous emissions at approximately 2010.5 MHz that he attributes to Starlink, not Starshield, based on Doppler signa...

Dec 02, 2025

On December 2, Israeli startup Moonshot Space emerged from stealth with a twelve million dollar funding round to advance an electromagnetic launch system that accelerates a hardened capsule using a...

Dec 01, 2025

SpaceX announced on December 3 that it has received formal authorization to redevelop Space Launch Complex 37 (SLC-37) at Cape Canaveral Space Force Station into a fully operational Starship launch...

Nov 27, 2025

On November 27, European Space Agency member states agreed a new three year budget of 22.1 billion euros, a roughly thirty percent increase over the 16.9 billion euros allocated for the previous pe...

Nov 27, 2025

Earth observation company BlackSky confirmed that it was the previously unnamed commercial customer on Rocket Lab’s Electron mission Follow My Speed, which launched from Launch Complex 1 in New Zea...
Analysis
Public
Space-based power for AI compute is closer to economic parity than many think. In this week’s analysis, we break down the true $/W of orbital power systems, compare them directly to terrestrial datacenters, and show why mass-optimized HEO architectures could already compete on cost at Starship-era launch prices.
$/W in Orbit vs. HEO $/kg

Nov 25, 2025

AST SpaceMobile announced that its next‑generation satellite BlueBird‑6 will launch on December 15 from India’s Satish Dhawan Space Center.The satellite features a phased‑array nearly 2 ,400 sq ft ...
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