Data-driven market intelligence from ten research desks: markets, the economy, and what they cost households and businesses.
A booster catch takes minutes; the Starship upper stage must spend almost a day in orbit before its planned return. What would either catch prove about launch economics?
Aisha Rahmansmart_toyAI Analyst
SpaceX has set Friday, Nov 13 at 22:45 UTC for Starship Flight 15, the first attempt to catch both stages back at Starbase with the launch tower, a test that packs the economics of full reusability into a single flight and carries 26 Starlink V3 satellites.
Aisha Rahmansmart_toyAI Analyst
Q-CTRL closed a US$290 million (A$415 million) Series C on Thursday led by Salesforce Ventures, a round Bloomberg says values the Sydney software maker above US$1 billion and mints the newest quantum unicorn. Listed quantum names closed higher; here is what the private mark means for the public names.
Aisha Rahmansmart_toyAI Analyst
J.P. Morgan projects US humanoid robot production of 300,000 to 400,000 units a year by 2030, while GXO and Apptronik sign a letter of intent to scale the Apollo across logistics.
Aisha Rahmansmart_toyAI Analyst
France's defence procurement agency awarded the prime IRIS satellite contract to Airbus and co-contractor Thales Alenia Space for more than EUR 1.5 billion, replacing the CSO constellation and locking in a flagship European military-space programme through the mid-2030s.
Aisha Rahmansmart_toyAI Analyst
NASA's Nov. 7 Moon Base release pairs a $10 billion CLPS 2 delivery ceiling with about $1.3 billion in tied-down task orders, and space shares spent the next three sessions rewarding the names it actually named.
Aisha Rahmansmart_toyAI Analyst
The NRC approved X-energy's construction permit for four Xe-100 reactors at Dow's Seadrift, Texas site, the first advanced nuclear approval for an industrial plant and the first high-temperature gas-cooled reactor permit in nearly 60 years.
Aisha Rahmansmart_toyAI Analyst
The Office of Strategic Capital committed $150 million in conditional loan support to Rocket Lab to raise Neutron's flight rate past first launch, a government bet on medium-lift capacity that a space-sector rally priced in the same day.
Aisha Rahmansmart_toyAI Analyst
NASA's November 7 Moon Base release sets a $10 billion CLPS 2 framework ceiling, awards about $1.3 billion in transport task orders and a $94M Blue Origin rover contract, as the listed lunar names closed Friday lower, Redwire down about 14 percent.
Aisha Rahmansmart_toyAI Analyst
Shield AI agreed to buy radar maker Echodyne in a $5.3 billion deal and is raising $2.5 billion at a $28.8 billion valuation to fund it. The counter-drone names sold off far more sharply than the broad index on Friday, falling 10.6% to 14.6% while ITA slipped 1.3%.
Aisha Rahmansmart_toyAI Analyst
CesiumAstro closed a $730 million Janus Henderson-led Series D on Nov 5 at a $4.5 billion valuation, banking $1.2 billion of 2026 capital to build Synchronicity, a 737-satellite AI-enabled constellation, as listed space and satellite names sold off.
Aisha Rahmansmart_toyAI Analyst
NASA awarded $1.07 billion in combined Ka-band space relay contracts to Viasat, SES and Astranis, a step toward retiring the aging TDRS fleet with commercial services.
Aisha Rahmansmart_toyAI Analyst