Deep dive into Rocket Lab (RKLB), Intuitive Machines (LUNR), and Planet Labs (PL) comparing revenue, backlogs, and Wall Street ratings for space investors.
Coinbase (COIN) gets OCC conditional approval for federal trust charter covering crypto custody and infrastructure—no retail deposits or traditional banking.
Intuitive Machines (LUNR) stock surged 16.9% to a 52-week high after securing a $180.4M NASA contract for the IM-5 lunar mission despite Q4 revenue miss.
Iridium Communications (IRDM) stock climbed 12% Thursday as SpaceX IPO filing and Amazon-Globalstar acquisition talks energize satellite sector.
SoFi (SOFI) stock fell 2.4% after launching 24/7 Big Business Banking platform for fiat and stablecoin management within its regulated banking framework.
Microsoft (MSFT) introduced three proprietary AI models via Foundry, competing with OpenAI and Google after renegotiating its AGI contract terms.
Eli Lilly (LLY) receives FDA approval for Foundayo oral weight-loss pill. Analysts project 2026 sales of $1.5B-$2.8B with peak potential above $40B.
Deutsche Bank names Broadcom (AVGO) and Applied Materials (AMAT) top tech picks. AMAT surges 38% in 2026 while AVGO targets $100B AI chip revenue by 2027.
BAE Systems (BAESY) wins $180M Swedish contract for TRIDON Mk2 air defense systems, yet stock falls 1.88%. Part of Sweden’s $916M defense package.
Stocks fell sharply after Trump’s Iran speech, with the Dow down 600 points and oil surging 13% to $113/barrel amid escalating war rhetoric.