Podcasts about Rocket Lab

In this recurring segment, Jason and Jeff let an AI randomly select six stocks from their personal portfolios for a rapid-fire review. The hosts deliver a one-sentence thesis, a bear case, and a final "buy or pass" verdict for Arista Networks, Ferrari, Rocket Lab, Alphabet, Mercado Libre, and Starbucks. They debate the risks of AI slowing down for Arista and Alphabet, weigh Ferrari's massive operating margins against its valuation, explore Rocket Lab's upcoming Neutron launch, and discuss whether Starbucks can reclaim its former glory. 01:25 Rules and Stock Randomizer Setup 03:20 Who Goes First AI Coin Flip 04:49 Arista Networks 05:37 Arista Risks Valuation and Space Bet 12:49 Jason Weighs In on Arista 15:00 Ferrari Thesis and Bear Case 22:30 Rocket Lab Thesis and Risks 03:24 Rocket Lab Bull Bear 32:30 Alphabet Thesis Risks 36:38 Alphabet Valuation Debate 38:51 MercadoLibre Credit Risk 45:03 Starbucks Thesis Turnaround 54:49 Wrap Up Listener Call Companies mentioned: AAPL, ANET, CMG, COST, CSCO, F, GM, GOOG, GOOGL, HOG, KO, MELI, NKE, NU, NVDA, RACE, RKLB, SBUX, SE, UAA, VZ Find where to listen & subscribe,  portfolio contests, and contact information at https://investingunscripted.com ***************************************** To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader. Use code Unscripted2026 for 30% off a one-year subscription! Learn more about your ad choices. Visit megaphone.fm/adchoices

Deutschland prüft plötzlich einen eigenen Weltraumbahnhof für die Bundeswehr – Tage bevor die Spectrum von Isar Aerospace abheben soll. Ausserdem:

S05E155 · Friday 31 July 2026 · Astronomy Daily with Anna & Avery. Four stories and a both-hemispheres skywatch. Australian English. ① Asteroid (44) Nysa — the first three-lobed world, and its hidden moon ●        trilobate body — three lobes joined by two narrow necks; a candidate “first” of its kind. ●        A new ~1 km moon, S/2026 (44) 1, was found orbiting ≥170 km out — spotted using high-contrast imaging borrowed from exoplanet work, and confirmed moving across two observing runs. ●        The moon lets astronomers weigh Nysa (mass → density), which should help decide between a genuine contact-trinary and a single, deeply indented body. ●        Nysa is a bright, main-belt E-type (enstatite-rich) asteroid, ~75 km across, known since 1857. ●        Source: Lowell Observatory / University of Arizona press release, 29 Jul 2026; study “Unmasking (44) Nysa: Evidence for a Trilobate Structure” (Minker et al.). Coverage: Space.com, Gizmodo, 29–30 Jul 2026. ② Mapping Alien Continents — a NASA concept to image an exoplanet's surface ●        NASA's 2026 NIAC round funds 18 early-stage “visionary” concepts (~$175k each, 9 months). These are seed studies, not missions. ●        Paul Stankus (Brookhaven) proposes “Mapping Alien Continents”: resolve the surface of an Earth-like exoplanet — continents, oceans — in visible light. ●        Method: a novel “dynamic hierarchical nulling” interferometer to suppress starlight at 10¹⁰-to-1 contrast, then combine beams from two spacecraft ~100 km apart (optical VLBI-style imaging). ●        Source: NASA “2026 Innovative Technology Concepts” release and NIAC selections (posted 21 Jul; consolidated release ~29 Jul 2026); Universe Today feature, 30 Jul 2026. ③ Solar-storm watch — CMEs inbound, minor-storm and aurora potential ●        Two faint coronal mass ejections, plus coronal-hole solar wind, are set to give Earth glancing blows; forecasters flag possible G1 (minor) geomagnetic storms and auroras over the coming days. ●        G1 means little grid impact but aurora visible at somewhat lower latitudes than usual — see the skywatch for where to look, both hemispheres. ●        Source: NOAA SWPC (WSA-ENLIL model); EarthSky / The Sun Today, 30 Jul 2026. ④ ESCAPADE's family portrait of Earth and the Moon ●        NASA's twin Mars orbiters (“Blue” and “Gold,” built by Rocket Lab) imaged Earth and the Moon as thin crescents in visible and thermal-infrared light from a loiter orbit near Sun–Earth L2. ●        In infrared, Earth's night side glows with its own heat; the Moon's shadowed half is far colder — a calibration check before Mars. ●        ESCAPADE's science goal (arrival Sept 2027): measure how the solar wind strips Mars's unshielded atmosphere — the payoff of today's solar-wind thread. ●        Source: NASA (Goddard) image feature, ~25 Jul 2026 (images captured 3 Jul); NAU / phys.org; Universe Today, 29 Jul 2026. Skywatch — both hemispheres ●        Bright waning-gibbous Moon (post-Buck-Moon, 29 Jul) washes out faint targets. ●        Southern Delta Aquariids + Alpha Capricornids just past peak (SH-favoured; Moon-hampered). Perseids build to a near-moonless peak on the night of 12–13 Aug — prime for North America, low in the north for the SH. ●        12 Aug total solar eclipse: totality across Greenland / Iceland / Spain; partial for parts of northern North America and Europe. ISO 12312-2 eye protection required for any partial phase. ●        Pre-dawn planets low in the east (Sydney and North American framing). Aurora watch for high latitudes both hemispheres if the storms land. ●        Diary: a spent Falcon 9 upper stage (2025-010D) is predicted to hit the Moon near Einstein Crater on 5 Aug 2026, ~06:35 UTC (~2:34 a.m. ET). North America best-timed; telescope needed, Moon ~56% lit, target the limb dust plume. From Sydney the Moon is down at impact — rely on LRO after-images. Callback to E125/E147. Source: Fernando et al., arXiv 2607.14625.Become a supporter of this podcast: https://www.spreaker.com/podcast/astronomy-daily-latest-space-news--5648921/support.Sponsor Details:Ensure your online privacy by using NordVPN. To get our special listener deal and save a lot of money, visit www.astronomydaily.io/nordvpn. You'll be glad you did!Get the best secure and private email on the planet. Stop your Government, google and who knows who else spying on every email you write. Do what we did and use ProtonMail. They beleive in privacy and there are no ads in their business model...yet they still provide a free forever service. Check them out and get out special deal at www.astronomydaily.io/protonmailBecome a supporter of Astronomy Daily by joining our Supporters Club. Commercial free episodes daily are only a click way... Click HereThis episode includes AI-generated content.

Send us a text and chime in!In November 2025, NASA's Mars-bound ESCAPADE (Escape and Plasma Acceleration and Dynamics Explorers) spacecraft launched from Cape Canaveral with special cargo onboard: two camera systems designed and built by faculty and students at NAU, with support from the University of California Berkeley and Rocket Lab. Eight months later, the twin spacecraft's cameras have captured unique photos of Earth and the Moon in visible and thermal infrared light. These photos, from July 3, were taken 363,250 miles from Earth and 115,600 miles from the Moon—making the Moon appear relatively large to our eyes. “The last time we got a unique view...   For the written story, read here >> https://www.signalsaz.com/articles/nau-cameras-capture-rare-earth-and-moon-images/ Check out the CAST11.com Website at: https://CAST11.com Follow the CAST11 Podcast Network on Facebook at: https://Facebook.com/CAST11AZFollow Cast11 Instagram at: https://www.instagram.com/cast11_podcast_network

Bob Zimmerman reports Rocket Lab has secured major Pentagon contracts for hypersonic test launches, potentially utilizing a remote new facility in Alaska. SpaceX is rumored to be planning a massive spaceport in Louisiana, while Northrop Grumman is successfully deploying robotic satellite-servicing pods. Conversely, Zimmerman criticizes "leftist governments" in the UK and Australia for stifling their domestic space industries with excessive red tape and "meaningless bureaucratic jargon," which forces young aerospace talent to seek opportunities abroad. (7)1903

SCHEDULE FOR THE JOHN BATCHELOR SHOW, 7-24-20261940 BERLINJeff Bliss reports from Los Angeles, where Mayor Karen Bass's "Inside Safe" program faces scrutiny as figures show 41% of participants returned to homelessness. Encampments have expanded significantly, with Skid Row growing from five blocks to over 50. Bliss notes that organized crime cartels reportedly rent dilapidated RVs to the homeless, profiting from government stipends. Despite rising homelessness rates and disappointing results, local politicians are criticized for a lack of accountability and for fostering a "homelessness industry." (1)Jeff Bliss notes the Oakland Athletics are preparing for a move to Las Vegas, with high-profile investor Mark Cubanjoining as a minority owner to boost the franchise's profile. Development plans include a unique heart-shaped hotel on a previously failed ferris wheel site near the future stadium. Meanwhile, Hollywood faces "creative destruction" as Pixarinitiates layoffs despite box office success. Additionally, location shoot bookings in Los Angeles have dropped 13%, signaling a shift in the film industry. (2)Richard Epstein critiques the Smithsonian's "Many Voices, One Nation" exhibit for its "woke" portrayal of American history. He argues the exhibit unfairly reduces Benjamin Franklin to an "alleged racist" while ignoring his foundational contributions. Epstein highlights the complexity of figures like Thomas Jefferson, who authored the Declaration of Independence yet held restrictive views on immigration. The discussion underscores a perceived ideological mono-culture within the history profession that prioritizes narrative over factual nuance. (3)Richard Epstein analyzes the Trump administration's reintroduction of tariffs, now targeting allies like Australia and the EU under the guise of combating "forced labor." Epstein characterizes these moves as "lawfare" and "mindless isolationism," noting that these allies often have superior working conditions compared to the U.S. He warns that such policies alienate essential partners needed to counter global threats from Russia, Iran, and China, effectively driving allies to organize independently. (4)Jim McTague reports from Lancaster County, Pennsylvania, where Costco gas prices have reached $4.09, causing "mind-numbing" costs for residents. While some business slowdowns are noted, local diners remain full, supported by a robust retiree demographic with "deep pockets." The real estate market is exceptionally tight, with only 200 homes available as New Yorkers continue to bid up prices for high-quality housing. McTague concludes with observations on local tourism and his upcoming road trip to Kentucky. (5)Lorenzo Fiato reports Italy is battling severe wildfires in Sicily and Sardinia amid a prolonged heatwave. Fiato reports that Italians face exorbitant fuel costs, reaching $9.50 per gallon on motorways due to heavy taxation. To avoid over-tourism in cities like Florence, he recommends visiting Ascoli Piceno, the "town of the 100 towers," known for its travertine architecture. He concludes with culinary recommendations, including the traditional Spaghetti Ascolana paired with local Pecorino or Rosso Piceno wines. (6)Bob Zimmerman reports Rocket Lab has secured major Pentagon contracts for hypersonic test launches, potentially utilizing a remote new facility in Alaska. SpaceX is rumored to be planning a massive spaceport in Louisiana, while Northrop Grumman is successfully deploying robotic satellite-servicing pods. Conversely, Zimmerman criticizes "leftist governments" in the UK and Australia for stifling their domestic space industries with excessive red tape and "meaningless bureaucratic jargon," which forces young aerospace talent to seek opportunities abroad. (7)Bob Zimmerman highlights the "bankruptcy" of modern academia, citing a study where half of social science papers failed replication tests. He discusses an upcoming Falcon 9 rocket impact on the moon scheduled for August 5th and new data from the Juno mission revealing Io's subsurface temperatures. Additionally, scientists are investigating whether a suspected asteroid is actually a failed 1980s Soviet Mars probe, although Zimmerman remains skeptical of speculative theories involving alien technology. (8)Henry Sokolski examines a proposed deal to provide Saudi Arabia with nuclear power that has sparked intense proliferation concerns. While the Department of Energy initially signaled a "green light," the Trump administration later conditioned the agreement on Saudi Arabia joining the Abraham Accords. Sokolski warns that without "Additional Protocol" inspections, the kingdom could use the technology to develop a "bomb option." This follows the Crown Prince's 2018 assertion that Saudi Arabia would seek nuclear weapons if Iran acquired them. (9)Henry Sokolski continues: the Saudi nuclear deal remains "contradictory," with the White House and Department of Energy appearing out of sync. Media criticism reportedly prompted the president to demand a "quid pro quo"—Saudi recognition of Israel—to justify the proliferation risks. Israel remains in a difficult position; while desiring normalization, it privately opposes a Saudi nuclear program that could trigger a regional arms race. The deal's progress depends on whether it is submitted to Congress by late September. (10)Peter Huessy explains "extended deterrence," the U.S. nuclear umbrella protecting allies from aggression. Huessy critiques a proposal to delegate nuclear authority to a "three-key" system involving France and the UK, arguing it would create dangerous indecision during a crisis. He notes that allies increasingly doubt U.S. resolve. Strategy has shifted toward "counterforce" targets, aiming to disable an enemy's leadership and military capability rather than destroying cities, to provide "flexible response" options. (11)Peter Huessy notes Russia holds a 20-to-1 advantage over the U.S. in "theater" or tactical nuclear weapons, which Putinuses for "nuclear blackmail" to keep NATO out of the Ukraine conflict. Huessy argues the U.S. must deploy survivable, sea-based theater weapons to restore a credible deterrent. Reflecting on the realistic horror of the 1984 film Threads, he warns that even a single tactical exchange could rapidly escalate into a global catastrophe that ends civilization. (12)Captain James Fanell reports China is escalating physical violence against Philippine Navy personnel at Second Thomas Shoal, including "poking, prodding, and beating" sailors. Fanell explains this "petulant" behavior coincides with the 10th anniversary of a Hague ruling that invalidated China's maritime claims. Simultaneously, China and Russiaconducted joint live-fire drills in Japan's exclusive economic zone. These coordinated actions signal Beijing's intent to ignore international law and forcibly challenge the sovereignty of its neighbors. (13)Captain James Fanell reports China recently conducted its first submarine-launched ballistic missile test in the South Pacific in 40 years. Fanell reports that China has shifted to a "first use" nuclear policy and is completing its triad with the H-20 stealth bomber. He uses the "boiling frog" analogy to describe China's incremental aggression, warning that the U.S.must recognize these self-evident intentions before a "shot" is taken against regional forces or allies like Taiwan. (14)Conrad Black disputes Prime Minister Mark Carney's characterization of Canada as a "middle power," arguing the term is obsolete for a G7 nation with a larger economy than Russia. He critiques Carney's attempt to foster ties with China, noting China's "tatters" economy and history of disregarding trade agreements. Black maintains that Canada should prioritize its vital relationship with the U.S. while embracing a more ambitious and patriotic view of its global influence. (15)Veronique de Rugy argues autonomous vehicles like Waymo could reduce road fatalities by 94%, yet their adoption is stalled by opposition from trial lawyers and unions. Unions fear job losses for taxi, truck, and delivery drivers, though de Rugy argues automation historically transitions workers into higher-paying, less tedious roles. She emphasizes that driverless cars would provide life-changing accessibility for rural and elderly populations who currently lack reliable transportation options. (16)

GE Vernova (GEV) continues to deliver strong earnings but couldn't clear the high bar investors had for the newest quarterly report. Diane King Hall talks more on those high expectations and how tariffs play a role in hindering guidance. She also discusses why Truist issued an upgrade for CoreWeave (CRWV) and Rocket Lab's (RKLB) latest contract with Space Force.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

On The Space Show for Wednesday, 15 July 2026:Vale Derryn Hinch: Friend of the Space Association of AustraliaTo mark the death of Derryn Hinch in Melbourne at age 82, a playing of the recording of his commentary of the launch of Apollo 11, almost 57 years to the day.Space Show News:Soyuz MS29 launches to the International Space StationAustralian Space Industry 2026 – Part 2:  * Cocos Island tracking station to support Gaganyaan spaceflights. * Gilmour Space appoints Pam Melroy to its board of directors. * Starfish Space's Otter Pup 2 satellite to use Gilmour Space's Elara Sat MMS-1 satellite as a rendezvous and proximity operations target. * Fleet Space to use its Exosphere platform to help French Government agency BRGM make an inventory of France's subsurface mineral resources.Rocket Lab: * Rocket Lab uses its Electron rocket to launch the Victus Haze satellite for the U.S. Space Force in a record brief time. * Rocket Lab to buy Iridium Communications Incorporated; Electron to launch the TSIS-2 satellite and two PolSIR satellites for NASA in 2027, and later the Aspera and LOXSAT craft.Kamo'oalewa & Torifune: * China's Tianwen 2 spacecraft has reached the asteroid Kamo'oalewa for a sampling mission. * Japan's Hayabusa 2 has made a high-speed pass of asteroid Torifune whilst en route to asteroid 1998 KY26.

Is Cerebras Systems the next great AI chip stock or a red-hot IPO priced for perfection? In this episode of 7investing Live, Simon Erickson and executive producer Heather Horton welcome back Nick Rossolillo, co-founder of Chip Stock Investor, to break down three of the market's biggest stories.First up: Cerebras Systems (NASDAQ:CBRS), the wafer-scale chip maker that just IPO'd at a $40+ billion market cap. With 44GB of SRAM embedded directly on the chip, Cerebras was purpose-built to solve AI's "memory wall" problem for inference workloads. Now it's reportedly landed a ~$10 billion order from OpenAI and a deal with Amazon Web Services that could top $20 billion. Simon and Nick dig into whether these massive orders are real, how Cerebras stacks up against NVIDIA's GPUs and hyperscaler custom silicon, the TSMC capacity bottleneck that could throttle its growth, and how to value a company trading near 20x sales without profits.Then the conversation turns to Rocket Lab (NASDAQ:RKLB), which has pulled back from $150 to around $70 per share. Simon shares the latest iteration of his discounted cash flow valuation, and the duo debates the proposed Iridium acquisition — a deal that could pull Rocket Lab to EBITDA-positive on a pro forma basis — plus what the long-awaited Neutron rocket launch means for the company's future.Finally: Netflix (NASDAQ:NFLX). After another quarter of decelerating revenue guidance, is the streaming giant now a value stock rather than a growth stock? Nick explains why the advertising business hasn't reaccelerated growth the way he expected, and what he'd need to see before buying the dip.Plus: Nick's take on the recent chip stock sell-off across NVIDIA, AMD, Broadcom, SanDisk, and Kioxia and why "stocks go up, stocks go down" might be the healthiest way to think about it.Subscribe for more deep dives on AI infrastructure, semiconductors, and innovative growth stocks!Start your FREE 7-day trial of 7investing: https://www.7investing.com/subscribeFollow Nick and Casey Rossolillo at Chip Stock Investor: https://chipstockinvestor.comRocket Lab Deep Dive videos mentionedPart 1 https://youtu.be/AMDd0-JKUH0 (Deep Dive)Part 2: https://youtu.be/Z76xTGFNwBA (Valuation)Companies MentionedPublicly Traded:Cerebras Systems (NASDAQ:CBRS)Rocket Lab (NASDAQ:RKLB)Netflix (NASDAQ:NFLX)NVIDIA (NASDAQ:NVDA)Advanced Micro Devices (NASDAQ:AMD)Broadcom (NASDAQ:AVGO)Micron Technology (NASDAQ:MU)Taiwan Semiconductor Manufacturing (NYSE:TSM)Amazon (NASDAQ:AMZN)Alphabet (NASDAQ:GOOGL)Meta Platforms (NASDAQ:META)Iridium Communications (NASDAQ:IRDM)SanDisk (NASDAQ:SNDK)Kioxia Holdings (TSE:285A)Globalstar (NASDAQ:GSAT)SpaceX (NASDAQ: SPCX)Private / Pre-IPO:OpenAIAnthropicVideos Mentioned:https://www.youtube.com/watch?v=Z76xTGFNwBA&t=3shttps://www.youtube.com/watch?v=AMDd0-JKUH0&t=987sHere's the shifted chapter list, with all timestamps moved back 55 seconds:0:00 Welcome to 7investing Live0:54 Cerebras Systems: IPO recap & the Wafer-Scale Engine2:31 Is NVIDIA even the right comparison for Cerebras?5:38 The memory wall: why bigger AI models need new chips8:52 Latency vs. throughput — and the new AI alliances10:46 Are the $10B OpenAI & $20B Amazon orders real?14:02 Cerebras risks: how do you value a hot IPO?17:27 The TSMC capacity bottleneck20:01 Heather's take on Cerebras20:41 Rocket Lab: the sell-off & Iridium acquisition24:34 Simon's DCF valuation & price target for RKLB29:05 Why Neutron changes everything30:12 Q&A: Does Peter Beck carry an "Elon premium"?31:36 Netflix: buying opportunity or cheap for a reason?36:57 Q&A: Is Netflix a growth stock or a value stock?39:03 Chip stocks selling off: normal volatility or a warning?42:57 Wrap-up & final thoughts#7investing #Simonerickson #Cerebras #CBRS #NVIDIA #AIinvesting #semiconductors #chipstocks #RocketLab #RKLB #Netflix #NFLX #AIinference #stocks #investing #stockmarket #TSMC #AIdatacenters

Analysing the investing behaviour of over one million customers, the quarterly Sharesies Index tracks where investors are putting their money—and what those decisions might tell us about confidence in the market.Jordan Cunningham, Sharesies Head of Data & Analytics, joins Laura Marwick to explain the latest trends, including: Why the investor mood returned to Confident territory Rocket Lab becoming the most widely held NZ company on Sharesies What buying, selling, and deposit data suggests about where investors are looking next Read the full Sharesies Index on the Sharesies website. For more places to follow Shared Lunch—check out http://linktr.ee/sharedlunchShared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website. Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.See omnystudio.com/listener for privacy information.

David Gardner, co-founder of The Motley Fool, joins Vasant Dhar to discuss his approach to investing - the case for holding great companies for decades, and candid takes on stocks as long-term bets. Useful Resources: 1. David Gardner2. The Motley Fool3. Tom Gardner, CEO, The Motley Fool 4. Bill James5. Peter Lynch6. Fool 24, The Motley Fool On YouTube7. John Sexton8. Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth - David Gardner 9. Fool Community Foundation10. The Motley Fool Investment Guide: Third Edition: How the Fools Beat Wall Street's Wise Men and How You Can Too (An Investment Guide for Beginners) - David Gardner, Tom Gardner 11. The Score: How to Stop Playing Somebody Else's Game -  C. Thi Nguyen12. David Gardner's Stock Picks: Amazon, Tesla, Netflix, Nvidia, Chipotle, Intuitive Surgical, Rocket Lab, Axon Enterprise, Salesforce, Starbucks13. Aswath Damodaran14. Brave New World Episode 33: Aswath Damodaran on Investing15. Philip Tetlock16. Superforecasting: The Art and Science of Prediction - Philip Tetlock17. Da Vinci Surgical Robot18. Service Now19. Anthropic Check out Vasant Dhar's newsletter on Substack. The subscription is free! Order Vasant Dhar's new book, Thinking With Machines  

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über neue Paypal-Fantasie, die unterschätzte Apple-Rallye und die Antwort auf die Frage: Kann ein Atommüll-Staatsfonds auch Rente? Außerdem geht es um Samsung Electronics, Micron Technology, IBM, SK Hynix, Alphabet, Meta Platforms, Amazon, Microsoft, Apple, PayPal Holdings, Block, Morgan Stanley, BlackRock, BASF, Volkswagen, BMW, Mercedes-Benz Group, Richemont, Kering, LVMH, Hermès, Burberry, TSMC, Netflix, ABB, Abbott Laboratories, GE Aerospace, Intuitive Surgical, UnitedHealth Group, Alcoa, United Airlines Holdings, BHP, ING Group, Smartbroker Holding, AMD, Broadcom, Nvidia, Viasat, AST SpaceMobile, Rocket Lab, Planet Labs, EchoStar, SpaceX, Amundi Global Luxury UCITS ETF (WKN: A2H564), Boreas S&P Absolute Luxury UCITS ETF (WKN: A412DN), iShares Core MSCI World UCITS ETF (WKN: A0RPWH), Xtrackers MSCI World UCITS ETF 1C (WKN: A1XB5U), SPDR MSCI ACWI ETF (WKN: A1JJTC), iShares Core MSCI EM IMI UCITS ETF (WKN: A111X9), VanEck Semiconductor UCITS ETF (WKN: A2QC5J), Amundi MSCI Semiconductors UCITS ETF (WKN: LYX018), VanEck Space Innovators UCITS ETF (WKN: A3DP9J), Global X Copper Miners UCITS ETF (WKN: A3C7FZ), Global X Silver Miners UCITS ETF (WKN: A3DC8R), VanEck Uranium and Nuclear Technologies ETF (WKN: A3D47K), iShares Global Clean Energy ETF (WKN: A0MW0M). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien *Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt.* Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Meer bekend geworden over de fly-by’s langs onze extra maan, defensie krijgt steeds meer ‘ruimte’, en een omstreden spiegel-satelliet die zonlicht naar de aarde moet reflecteren krijgt groen licht. Dat en nog veel meer bespreken Philippe Schoonejans, Marco Langbroek en Nick Poelstra in deze nieuwe Space Cowboys. Schrijf je in voor de nieuwsbrief van Space Cowbows en krijg elke aflevering in je mailbox zodra deze uitkomt - op thysroes.nl/spacecowboys SpaceCowboys behandelt ruimtevaart- en astronomienieuws van land, planeet en daarbuiten. Afwisselend gepresenteerd door: Thijs Roes, Herbert Blankesteijn, Michel van Baal, Luc van den Abeele, Philippe Schoonejans, Erik Laan, Marieke Baan, Jeffrey Bout, Inge Loes ten Kate, André Kuipers, Bastiaan Bom, Nadine Duursma, Marco Langbroek, Bruno van Wayenburg, Charlotte Pouwels, Marc Heemskerk en Nick Poelstra. Space Cowboys is te vinden op https://www.linkedin.com/company/space-cowboys-podcast/https://x.com/spacecowboyspod https://mastodon.social/@SpaceCowboys@mastodon.nl De hosts mailen? Dat kan via spacecowboyspod@gmail.com Nieuwsbrief Space Cowboys: https://thysroes.nl/spacecowboys/nieuwsbrief Links voor deze aflevering: Whitepaper effecten van lanceringen en reentries op de atmosfeer en leefomgeving https://zenodo.org/records/20831147 Rendezvous Tianwen-2 met quasi-maan Kamo’oalewahttps://www.wired.com/story/chinas-tianwen-2-space-probe-earth-quasi-moon/ Rendezvous Hayabusa2 met (98943) Torifunehttps://skyandtelescope.org/astronomy-news/hayabusa-2-completes-flyby-past-asteroid-torifune/ Oprichting Nederlands Space Commandhttps://www.defensie.nl/actueel/nieuws/2026/06/30/defensie-bouwt-aan-space-command China heeft nu ook de mogelijkheid om de eerste trap te laten landen en kondigt ook meteen nieuwe raket aanhttps://spacenews.com/china-lines-up-methalox-long-march-10c-as-commercial-workhorse-after-first-booster-recovery/ Nieuw ESA Centrum in Polenhttps://spacenews.com/poland-to-host-new-esa-center-as-government-boosts-investments-in-space/ Planeet speelt verstoppertje:https://www.astronomie.nl/nieuws/derde-planeet-bij-ster-beta-pictoris-duikt-op-in-nieuwe-en-oude-waarnemingen-4830 Wally Funk overleden op 87 jarige leeftijdhttps://arstechnica.com/space/2026/07/wally-funk-last-of-mercury-13-and-oldest-woman-in-space-dies-at-87/ Spiegelsatellieten Reflect Orbitalhttps://theconversation.com/a-us-startup-plans-to-deliver-sunlight-on-demand-after-dark-can-it-work-and-would-we-want-it-to-264323 https://www.theguardian.com/science/2026/apr/05/satellite-mirror-plans-could-disrupt-sleep-and-ecosystems-worldwide-scientists-say?trk=public_post_comment-text Rocketlab koopt Irridiumhttps://investors.rocketlabcorp.com/news-releases/news-release-details/rocket-lab-acquire-iridium-historic-deal-creating-fully Skyfall helicopters naar Marshttps://www.youtube.com/watch?v=ifXti9CHeWU Margaret Hamilton’s 4-jarige dochter redde Apollo 11https://x.com/MillieMarconnni/status/2072981821282042353See omnystudio.com/listener for privacy information.

Man skulle tro, at rumaktier ville brage frem i en tid, hvor verdens største rumselskab lige er blevet børsnoteret, og hele branchen buldrer frem. Men det stik modsatte sker: Rumaktier bliver pryglet og særligt de små får tæsk. I løbet af en måneds tid er aktiekursen for Rocket Lab, Virgin Atlantic og Intuitive Machines nærmest halveret. Giganten SpaceX suger ilten ud af rummet omkring sig og står også selv overfor nogle vanskelige måneder. Vi diskuterer også noget helt dansk: Slagsmålet mellem de danske bankgiganterne, der kommer til at hav afgørende betydning for hvad du som boligejere betaler på dit boliglån, og hvilke muligheder du kommer til at have fremover. I det slagsmål står realkreditkæmpen Nykredit mere og mere afpillet tilbage. Utroligt at så mange fra venstrefløjen stadig beskytter Nykredit, som helt tydeligvis blot forsøger at forsvare sit eget lukrative monopol. Og prisen betales af de danske boligejere, der pelses i gebyrer og stigende priser. I studiet: Magnus Barsøe og Mikael Milhøj.See omnystudio.com/listener for privacy information.

Jake and Anthony talk about the PROMISE rover, the state of decisions in NASA's Isaacman era, Rocket Lab buying Iridium, and they give Jeremy Hansen a clap out. Topics Off-Nominal - YouTube Episode 247 - RTGs Don't Grow on Trees - YouTube NASA may send a backup, nuclear-powered Mars rover to the Moon - Ars Technica NASA Awards More Moon Base Science, Previews New Opportunities - NASA We managed to glean some interesting details about the Artemis III mission - Ars Technica NASA chief praises progress Blue Origin is making after launch failure - Ars Technica Blue Origin, for the first time, is expected to raise private capital - Ars Technica In a bold move, Rocket Lab acquires Iridium Communications - Ars Technica There were not one, but two asteroid encounters this weekend - Ars Technica Follow Off-Nominal Subscribe to the show! - Off-Nominal Support the show, join the Discord Off-Nominal (@offnom) / Twitter Off-Nominal (@offnom@spacey.space) - Spacey Space Follow Jake WeMartians Podcast - Follow Humanity's Journey to Mars WeMartians Podcast (@We_Martians) | Twitter Jake Robins (@JakeOnOrbit) | Twitter Jake Robins (@JakeOnOrbit@spacey.space) - Spacey Space Follow Anthony Main Engine Cut Off Main Engine Cut Off (@WeHaveMECO) | Twitter Main Engine Cut Off (@meco@spacey.space) - Spacey Space Anthony Colangelo (@acolangelo) | Twitter Anthony Colangelo (@acolangelo@jawns.club) - jawns.club

"We're the supermarket of data. If you want a biscuit, you buy the milk - you don't need to be an expert in cows." That's how Franck Mouriaux frames one of the most visual ideas in this conversation, recorded live amid the noise of Eurosatory in Paris, where Torsten Kriening steps into the UAE Pavilion to sit down with the acting CEO of FADA, an EDGE company.Mouriaux is a space engineer whose CV reads like a tour of modern spaceflight - Sentinel-1, Galileo, EarthCARE, OneWeb, and Rocket Lab - before EDGE and the UAE offered him a new challenge: building a sovereign, industrial-scale space company from a near-standing start. In barely two years, FADA has set out to move the UAE from buying components to designing its own systems, and from government-funded activity to a genuine, commercially viable business. As Mouriaux explains, sovereignty doesn't mean doing everything yourself - it means knowing what's critical enough to keep in your own hands, and leveraging a surprisingly rich Emirati ecosystem for the rest.At the heart of the discussion is the SIRB constellation, and FADA's deliberate bet on synthetic aperture radar over the optical everyone else is chasing. Mouriaux makes a compelling case: radar sees day and night, through cloud, anywhere on the globe - and during the difficult months earlier this year, when clouds rendered most optical imagery useless, it was radar the armed forces relied on. He talks candidly about the dual-use civilian and defence applications, the transfer-of-knowledge model behind the first three satellites, partnerships with MetaSensing and ST Engineering, and a first launch targeted for early 2028.But the most forward-looking thread is Zenith - FADA's multi-constellation orchestration system, already live and optimising tasking across some 300 commercial satellites from eight to ten providers, with FADA's own satellites to come. It's the "supermarket" made real: one unified format, whoever the data comes from. Mouriaux closes on the thing you can't buy - people - and FADA's work embedding UAE nationals and running the Space Academy to build the brains long before the hardware.Visionary, pragmatic, and full of momentum. Press play.Space Café Radio brings you talks, interviews, and reports from the team of SpaceWatchers while out on the road. Each episode has a specific topic, unique content, and a personal touch. Enjoy the show, and let us know your thoughts at radio@spacewatch.globalWe love to hear from you. Send us your thought, comments, suggestions, love lettersSupport the showYou can find us on: Spotify and Apple Podcast!Please visit us at SpaceWatch.Global, subscribe to our newsletters. Follow us on LinkedIn and X!

In this episode of The Brainstorm, Brett and Sam are joined by Daniel Maguire to discuss Tesla's Model Y L and what it could mean for family buyers and robotaxi strategy, plus Rocket Lab's acquisition of Iridium and the growing importance of satellite bandwidth and launch capacity. The conversation also dives into the state of frontier AI models and open source vs. closed systems.Key Points From This Episode:Robotaxis will need flexible vehicle form factors that match different passenger and use-case needs.Spectrum and bandwidth are becoming scarce, high-value assets in the satellite industry.Frontier AI models stay valuable because the highest capabilities command the strongest pricing power and strategic advantage.Vertical integration gives space companies better control over supply, capacity, and long-term resilience.If you know ARK, you know we focus on long-term innovation. But that doesn't mean we ignore breaking news. Every day, we debate the latest developments in tech and markets. Now, we're bringing those conversations to you in “The Brainstorm,” a co-production from ARK, WOLF, and Public. Tune in weekly for our quick takes on what's shaping innovation right now.Learn more about WOLF: https://wolf.financialLearn more about Public: https://public.com/Disclosure: http://arkinv.st/39rzF94

A recent NASA audit says Boeing's Starliner is once again delayed from being certified. Plus, after acquiring the satellite company Iridium, Rocket Lab has its own constellation: 66 satellites and 14 spares.

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcWallStreetBets is always buzzing with the next "can't miss" stock, but are these picks actually worth your money, or are they setting you up for disappointment?In this video, we break down some of the hottest stocks traders are talking about, including Apple, Tesla, Microsoft, Nvidia, AMD, Meta, Rocket Lab, MicroStrategy, Micron, and more. Instead of chasing hype or making emotional decisions, you'll see how to evaluate every trade using the OVTLYR framework by looking at three things that matter most: the overall market, the sector, and the stock itself.You'll also see why blindly buying the dip can be one of the biggest investing mistakes. Sometimes the smartest move is waiting for confirmation before risking your capital. That small shift can completely change your results.✅ See how top WallStreetBets stocks actually rank today✅ Learn why trends, signals, and market breadth matter✅ Discover the difference between buying the dip and buying strength✅ Understand how the OVTLYR 9 scoring system helps remove emotion from investingIf you're serious about becoming a smarter investor, this lesson is packed with practical insights you can start using right away. Watch until the end and see which stocks look strong, which ones deserve caution, and why having a repeatable investing process beats chasing the latest hype every single time.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss Wall Street's continuing rally in the wake of the US-Iran deal; outlook for air travel as analysts adjust war's impact on energy and air travel; Castlelake's $7.3 billion offer to acquire the European discount carrier; expectations as NATO leaders convene in Ankara for the alliance's annual summit; Saab's massive week as Ukraine ordered 16 of the company's most advanced Gripen E fighter aircraft, on top of the 16 C-D versions of the jets donated by the Swedish government, and signature of a nearly $5 billion contract for three of the Swedish firm's A26 submarines; how the Gripen order could boost Saab's prospects as Canada's next fighter and whether HDW's loss will boost Hanwha's offer over the German company's proposal in Ottawa's competition for a dozen new attack submarines; Thales buys drone and robotics maker Exail after Safran scrapped it's $2.3 billion offer to buy the French firm; continuing consequences for Rheinmetall and Thales of Germany's decision to cancel the six-ship F126 frigate program; KNDS' decision to pull its initial public offering; the Federal Aviation Administration's move to create new rules for supersonic civil transports; and RocketLab's $8 billion acquisition of Iridium to compete against SpaceX and its StarLink product.

Esta semana en Actualidad Semanal +D... Hay empresas que pasan media vida intentando que el mercado olvide lo que fueron. A veces lo consiguen. A veces no. Y a veces, que es lo verdaderamente interesante, el mercado tarda tanto en darse cuenta del cambio que deja una oportunidad escondida a plena vista. Esta semana tenemos un pequeño desfile de fantasmas corporativos, empezando por el más evidente: BlackBerry. Sí, BlackBerry, la del teclado físico, la del ejecutivo contestando correos en 2007 con la solemnidad de quien cree estar salvando el capitalismo desde el asiento trasero de un taxi. Pues bien, ha presentado resultados muy serios, y lo relevante ya no tiene nada que ver con teléfonos, sino con QNX, el software que corre dentro de millones de coches y que podría convertirse en una pieza clave de la inteligencia artificial física. Pero BlackBerry no viene sola. Nike también ha pasado por caja, y el mercado le ha recordado algo bastante cruel: una marca legendaria ayuda, pero no basta si el crecimiento empieza a parecer normalito. Comcast, por su parte, ha decidido que mezclar conectividad con Hollywood quizá no era una sinergia, sino una convivencia incómoda con demasiadas facturas compartidas. Rocket Lab ha comprado Iridium para acercarse, aunque sea de lejos y con prismáticos, al modelo SpaceX. Y Meta, después de gastarse una fortuna bíblica en infraestructura de inteligencia artificial, intenta convencer a los inversores de que ese capex no era una hoguera ceremonial, sino una futura línea de ingresos. Así que hoy vamos a hablar de empresas intentando escapar de su propio pasado sin disfrazarse de lo que no son. BlackBerry quiere dejar de ser un teclado. Nike quiere demostrar que todavía puede ser Nike. Comcast se divorcia para ver si las partes valen más que el matrimonio. Rocket Lab compra una órbita. Meta intenta alquilar la nube que le sobra. Y el mercado, menos romántico que un auditor con jet lag, sólo hace una pregunta: “muy bien todo esto, pero ¿quién paga?”. ¿TE LO VAS A PERDER?

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (01:30) Meta's Cloud Business Announcement (16:46) Investing in Automotive: The Case of Renault (21:17) Nike's Struggles in the Market (28:17) Rocket Lab's Acquisition and the Space Economy (39:55) The Semiconductor Sector: Opportunities and Risks (47:56) Restaurant Investments: Jersey Mike's (51:08) Small Cap Insights and Market Trends (54:03) Humorous Stock Market Insights and Misconceptions ***************************************************** Subscribe to Emerging Moats Research: emergingmoats.com  ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:  https://www.interactivebrokers.com/  Interactive Brokers is a member of SIPC.  ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.  Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat  ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices

Rocket Lab is acquiring Iridium for $8 billion. Honeywell split in two. Driven by SpaceX, the first half of 2026, especially the second quarter, delivered a remarkable wave of high-value space business activity in the public and private markets. Laura Winter speaks with Chris Quilty, Founder and CEO of Quilty Space, and Lou Whiteman, aerospace and space analyst at The Motley Fool.

In episode 254 of the 6G podcast, Anshel Sag and Mike Danow discuss major telecom and space-industry developments. Sag covers T-Mobile forcing customers off older plans with roughly $4-per-line increases and potential competitive fallout, plus a Verizon–BT 50/50 joint venture combining international enterprise operations serving 3,000 customers in 180 countries with about $4B in revenue, and renewed reporting about a rumored SpaceX/xAI handheld AI device that Elon Musk denies. Danow focuses on spectrum and satellite trends: the FCC's planned upper C-band auction next summer for 160 MHz nationwide with commercial use delayed until 2030–2031, Rocket Lab's announced $8B acquisition of Iridium emphasizing L-band spectrum for direct-to-device services, and the FCC approving Grain Management's plan to lease divested 800 MHz spectrum for D2D, with interest hinted from AST SpaceMobile and results due by November 5.00:00 Welcome and Catch Up01:27 T-Mobile Plan Price Hike04:43 FCC Upper C Band Auction07:42 Verizon BT Enterprise JV11:17 Rocket Lab Buys Iridium17:09 SpaceX AI Device Rumor19:36 Grain 800 MHz D2D Leasing26:21 Wrap Up and Holiday

SCHEDULE OF THE JOHN BATCHELOR SHOW, 7-1--2026.1804 GREENWICHRick Fisher discusses China's Tiangong space station, which is set to double in size by 2030 and host international partners. He highlights dual-use military concerns and potential plans for a lunar toll booth at the L2 Lagrange point to control access to the moon. (1)Jim Fanell explains China's "salami slicing" tactics in the maritime domain, using law enforcement vessels to claim sovereign jurisdiction over waters east of Taiwan. He recommends the U.S. counter these moves by sending an aircraft carrier strike group through the Taiwan Strait to assert international law. (2)Steve Yates analyzes China's Ethnic Unity Law, which codifies ethnonationalism and criminalizes the denial of Chinese identity even for those outside the PRC. The law targets Taiwanese identity and may lead to the extradition of critics, reflecting the CCP's focus on total ideological control. (3)Gordon Chang and Steve Yates discuss the alarm in Beijing after a small aircraft crashed into the CITIC Tower, highlighting vulnerabilities in China's air defenses near the leadership compound. The incident shattered the narrative of an impervious security state, raising fears that drones could easily strike the capital. (4)Bob Zimmerman discusses Rocket Lab's acquisition of Iridium for $8 billion, signaling a trend toward vertical integration. He also covers Blue Origin's investigation into a launchpad explosion and SpaceX's Star Mind data constellation, emphasizing the importance of corporate transparency and risk-taking in the space industry. (5)Bob Zimmerman reports that NASA Administrator Jared Isaacman is streamlining the Artemis program by focusing on a lunar base and leveraging private sector contracts for landers and infrastructure. Meanwhile, the Boeing Starlinerprogram is likely dead following poor performance and the Inspector General's recommendation to halt further funding. (6)Bob Zimmerman examines new spaceports in Sweden, Oman, and Australia, noting geographical and financial challenges. He criticizes India's ISRO for a lack of transparency regarding delays in the Gaganyaan manned mission and undisclosed rocket failures, warning that such secrecy breeds public distrust. (7)Bob Zimmerman reports research showing weightlessness harms reproduction in mice, suggesting humans will need artificial gravity for long-term missions. On Mars, Curiosity discovered unique polygon ridges, possibly indicating ancient water. Additionally, New Horizons confirmed the solar wind slows at the solar system's edge. (8)Professor Evan Ellis discusses the two massive earthquakes that struck Venezuela, causing widespread destruction due to corrupt building practices and neglected infrastructure. The U.S. military has deployed 900 personnel for relief as the illegitimate Rodriguez government struggles to provide an effective humanitarian response to the mounting tragedy. (9)Professor Evan Ellis analyzes the challenges facing President-elect Abelardo de la Espriella, who must reverse fiscal mismanagement while navigating a divided Congress. His administration plans a hardline stance against illegal armed groups like the ELN and FARC to restore state authority and encourage foreign investment in the mining and oil sectors. (10)Professor Evan Ellis reports that Keiko Fujimori is the declared victor in Peru's election, promising a pro-security, pro-U.S. agenda despite continued economic ties with China. Meanwhile, Bolivia remains unstable as President Rodrigo Paznavigates an economic crisis, currency devaluation, and ongoing pressure from former leader Evo Morales. (11)Professor Evan Ellis discusses the U.S. decision not to renew the USMCA, maintaining leverage over Mexico regarding security and immigration. In Argentina, a cabinet resignation due to corruption investigations highlights vulnerabilities for President Milei's administration despite his successful macroeconomic turnarounds and libertarian policies that have improved the country's financial standing. (12)Simon Constable reports on the breaking of a severe European heat wave and shifting commodity prices, with Brentcrude seeing a significant drop. In the UK, Andy Burnham is positioned as a potential new Prime Minister, though there are calls for a general election. (13)Michael Bernstam reports that Ukrainian drone strikes have taken 28% of Russian oil refineries out of commission, causing widespread fuel shortages and forcing Russia to import gasoline. Vladimir Putin admitted the situation is "difficult" as Crimea faces crises in fuel, food, and water due to severed supply routes. (14)Anne Stevenson-Yang describes the collapse of China's real estate market, where half-empty apartment towers in ghost cities now offer cheap rent to young workers. Municipalities are burdened with massive debt from failed development projects, and building maintenance is deteriorating as developers walk away. (15)Justin Leopold Cohen discusses the trilateral framework between Israel, Lebanon, and the U.S. that aims to disarm Hezbollah, though the group has rejected the terms. Despite reduced Iranian power, Hezbollah remains a heavily armed proxy, maintaining extensive tunnel networks and continuing clashes with the IDF along the border. (16)Each file is now a single paragraph, John — headlines and guest lines fully folded in, numbering intact at the tail. Let me know if anything needs another pass.

Bob Zimmerman discusses Rocket Lab's acquisition of Iridium for $8 billion, signaling a trend toward vertical integration. He also covers Blue Origin's investigation into a launchpad explosion and SpaceX's Star Mind data constellation, emphasizing the importance of corporate transparency and risk-taking in the space industry. (5)11934 FSA

Rocket Lab is buying Iridium for $8 billion, Blue Origin has a new plan to get New Glenn flying again without rebuilding the same pad architecture, and NASA just awarded four new CLPS missions. This episode of Main Engine Cut Off is brought to you by 32 executive producers—Warren, Matt from Built, Theo and Violet, Tim Dodd (the Everyday Astronaut!), Natasha Tsakos, Lee, Donald, David, Matt, Joonas, Russell, Steve, Frank, Will and Lars from Agile, The Astrogators at SEE, Josh from Impulse, Fred, Joel, Kris, Pat, Joakim, Miles O'Brien, Stealth Julian, Jan, Ryan, and four anonymous—and hundreds of supporters. Topics Rocket Lab to acquire Iridium - SpaceNews Rocket Lab to Acquire Iridium in Historic Deal, Creating A New Glenn Return to Flight - Blue Origin NASA Awards More Moon Base Science, Previews New Opportunities NextSTEP-3 B: Moon Base Demonstrations - NASA Episode 154 - They Ran Into Us (with Matt Desch, CEO of Iridium) - Off-Nominal The Show Like the show? Support the show on Patreon or Substack! Email your thoughts, comments, and questions to anthony@mainenginecutoff.com Follow @WeHaveMECO Follow @meco@spacey.space on Mastodon Listen to MECO Headlines Listen to Off-Nominal Join the Off-Nominal Discord Subscribe on Apple Podcasts, Overcast, Pocket Casts, Spotify, Google Play, Stitcher, TuneIn or elsewhere Subscribe to the Main Engine Cut Off Newsletter Artwork photo by SpaceX Work with me and my design and development agency: Pine Works

John's piece: Wall Street at 250 through a Wall Street lens: Where we've been and what comes next. Today, a round-up of another session with AI hardware momentum names rocketing higher, while the broader market was largely sideways. Elsewhere, crypto and gold are both teetering near or beyond key support at critical technical levels, while we note an ugly turn in one part of the US Consumer Confidence picture. Finally, a look at Rocket Lab's acquisition of Iridium as it enters directly into the space-based communications fray with the big boys SpaceX and Amazon. And, with the USA set to turn 250 years old this Friday, we note today's link of the day on the USA through a Wall Street lens as it turns 250 years old this Saturday. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy. About twice per week (in normal times, hopefully soon to resume), you will find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.  

We're opening up our watchlists! From luxury supercars to social media platforms, we break down why we haven't bought Ferrari, Reddit, or Rocket Lab…yet. 03:48 Watchlist Episode Setup 06:14 Ferrari Luxury Thesis 11:27 Lululemon Value Debate 19:15 Options Lessons Puts Calls 23:44 BBB Foods Watchlist Pick 29:29 Rocket Lab Valuation Debate 34:16 Options Strategy For Volatility 35:32 TransMedics Mission And Doubts 42:01 Reddit Business Model Fears 47:48 AI Data And Growth Metrics 51:22 Pick One Stock Today Companies mentioned: ISRG, LULU, MTH, RACE, RDDT, RKLB, TBBB, TMDX, TOST Find where to listen & subscribe,  portfolio contests, and contact information at https://investingunscripted.com ***************************************** To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more.  Follow the show on: Spotify (https://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8r?si=6213b1574ff04bce) Apple Podcasts (https://podcasts.apple.com/us/podcast/chit-chat-stocks/id1437766060 YouTube https://www.youtube.com/@ChitChatStocks ***************************************** Join our Patreon: https://www.patreon.com/investingpod Subscribe to our portfolio on Savvy Trader (https://savvytrader.com/investingunscripted). Use code Unscripted2026 for 30% off a one-year subscription!  Find where to listen & subscribe,  portfolio contests, and contact information at https://investingunscripted.com ***************************************** To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader. Use code Unscripted2026 for 30% off a one-year subscription! Learn more about your ad choices. Visit megaphone.fm/adchoices

01. OSCARlocator 02. Katalyst Rescue for Swift Observatory 03. Rocket Lab and Space Force 04. StormWall System 05. Bird Chaser Bingo 06. Starfall reentry capsule 07. Scale RF 08. Regenerative Fuel Cell 09. China VLEO satellites 10. AMSAT Space Symposium 11. Below are recurring links that normally do not change 12. AMSAT Awards 13. Donate to AMSAT 14. FO-29 Schedule 15. FO-99 Schedule 16. AMSAT Keps Link 17. AMSAT Distance Records 18. AMSAT Membership 19. AMSAT President Club 20. Satellite Status Page 21. Satellite Status Page 2 22. FM Satellite Frequencies 23. Linear Satellite Frequencies 24. ISS pass prediction times 25. AMSAT Ambassador Program 26. AMSAT News Service 27. AMSAT GOLF Program 28. AMSAT Hardware Store 29. AMSAT Gear on Zazzle 30. AMSAT Remove Before Flight Keychains 31. AMSAT on X (Twitter) 32. and more.

Big Tech and the space industry are completely rewriting the rules of infrastructure, from low-Earth orbit down to the safety guardrails of generative AI. In this episode of the Tech Field Day News Rundown, Tom Hollingsworth and Alastair Cooke tackle Rocket Lab's massive $8 billion acquisition of satellite operator Iridium and its play for total space infrastructure dominance. They also dive into Qualcomm's strategic buyout of Modular to challenge enterprise AI giants, China's deployment of its first fully renewable-powered AI data center, and the Trump administration's cybersecurity-centric AI Executive Order.Finally, the team breaks down Couchbase's new AI Data Plane, Microsoft's surprising decision to extend free Windows 10 security updates until 2027, and a controversial shift from Anthropic that might just turn AI safety into a premium, paid feature.Time Stamps: 0:00 - Cold Open 0:27 - Welcome to the Tech Field Day News Rundown1:29 - Rocket Lab Buys Iridium in $8 Billion Space Industry Deal4:20 - Qualcomm Buys Modular to Expand Open AI From Edge to Cloud6:57 - China Opens First Fully Renewable-Powered AI Data Center10:14 - Trump AI Order Signals New Focus on Cybersecurity14:11 - Couchbase Expands Database Platform for AI Agents17:30 - Microsoft Extends Windows 10 Security Updates to 202722:26 - Anthropic's New AI Models Raise Big Questions About Safety30:50 - The Weeks Ahead: Upcoming Events32:37 - Thanks for Watching the Tech Field Day News RundownFollow our hosts ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tom Hollingsworth⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alastair Cooke⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Stephen Foskett⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow Tech Field Day ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X/Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Bluesky⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Mastodon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

A landmark day in space news: the Vera Rubin Observatory officially begins its ten-year Legacy Survey of Space and Time, NASA reveals it may send a spare nuclear-powered Mars rover to the Moon's south pole, Blue Origin shows off its rebuilt launch pad a month after the New Glenn explosion, Rocket Lab strikes an $8 billion deal to acquire Iridium, a brief Swift/LINK scrub update, and scientists hold the first-ever summit on sending humans to Titan. 1. Rubin Observatory Begins Its Ten-Year Cosmic Movie The NSF–DOE Vera C. Rubin Observatory officially began the Legacy Survey of Space and Time (LSST) on June 30, 2026, following a months-long commissioning process after handover from construction to operations last October. Rubin's 8.4-metre Simonyi Survey Telescope, fitted with the largest digital camera ever built (3,200 megapixels), will scan the entire southern sky every few nights for the next decade, producing a new image roughly every 40 seconds. Each area of sky will be revisited around 800 times over the survey's ten years, generating up to 7 million nightly alerts and around 10 terabytes of data per night. The final dataset is expected to contain billions of objects. Source: NOIRLab / SLAC / Rubin Observatory press release, June 30, 2026   2. Swift/LINK: Scrubbed, Retargeted for Tonight The launch of Katalyst Space's LINK servicing spacecraft — riding the final Pegasus XL rocket to rendezvous with NASA's Swift Observatory — was scrubbed Tuesday, June 30, due to unfavourable weather over Kwajalein Atoll. The next attempt is targeted for July 1 at 9:43 p.m. local Kwajalein time (5:43 a.m. EDT). Source: NASA Science blog, June 30, 2026   3. NASA's Moon Base Update: PROMISE Rover & New Lander Contracts NASA awarded roughly $590 million across Astrobotic, Firefly Aerospace and Intuitive Machines for four new CLPS lander missions targeted for late 2028, delivering science and technology demonstration payloads to the Moon. NASA is also considering repurposing an engineering development unit of its Mars Perseverance/Curiosity rovers as a new lunar rover named PROMISE (Polar Rover for Observation, Mapping, and In-Situ Exploration), powered by a radioisotope generator for operation in permanently shadowed polar craters. Source: NASA news release and briefing, June 30, 2026   4. Blue Origin Reveals Its Rebuilt Launch Pad One month after a New Glenn rocket exploded during a static-fire test at Cape Canaveral's Launch Complex 36A on May 28, Blue Origin CEO Dave Limp announced the company will rebuild the pad in a new 'horizontal/vertical hybrid' configuration rather than recreating the original. Reconstruction has begun, with Blue Origin targeting a return to flight before the end of 2026. Early analysis points to the aft section of the first stage as the source of the anomaly, though the investigation continues. Source: Blue Origin company statement / SpaceNews / CNBC, June 30, 2026   5. Rocket Lab's $8 Billion Bid for Iridium Rocket Lab announced a definitive agreement to acquire satellite communications operator Iridium Communications in a cash-and-stock deal valued at approximately $8 billion — $54 per share, a 24.1% premium. The deal combines Rocket Lab's launch and satellite manufacturing business with Iridium's 66-satellite L-band constellation and 2.5 million-plus subscriber base, aiming to create a vertically integrated space company. The transaction is expected to close in mid-2027. Source: Rocket Lab / Iridium joint announcement, June 29, 2026   6. Mapping Humanity's Next Giant Leap — to Titan The first-ever Humans to Titan Summit was held June 11–12 in Boulder, Colorado, gathering planetary scientists and engineers to explore the concept of a future crewed mission to Saturn's largest moon. Organised by Amanda Hendrix of the Planetary Science Institute and hosted by the Southwest Research Institute, the summit addressed spacesuits, habitats, transportation and Titan's extreme cold, ahead of NASA's robotic Dragonfly mission, targeted to launch no earlier than 2028. Source: Space.com / Leonard David, June 30, 2026Become a supporter of this podcast: https://www.spreaker.com/podcast/astronomy-daily-the-latest-space-news--5648921/support.Sponsor Details:Ensure your online privacy by using NordVPN. To get our special listener deal and save a lot of money, visit www.bitesz.com/nordvpn. You'll be glad you did!Become a supporter of Astronomy Daily by joining our Supporters Club. Commercial free episodes daily are only a click way... Click HereThis episode includes AI-generated content.

Mardi 30 juin, Frédéric Simottel a reçu Alain Goudey, directeur général adjoint de Neoma Business School, Claudia Cohen, journaliste chez Bloomberg, et Luc Julia, expert en IA et objets connectés. Ils se sont penchés sur l'accélération de la mue de TikTok en super-app, le rachat d'Iridium par Rocket Lab pour concurrencer SpaceX, et la suppression de la monétisation de la musique générée par IA sur TIDAL, dans l'émission Tech & Co, la quotidienne, sur BFM Business. Retrouvez l'émission du lundi au jeudi et réécoutez-la en podcast.

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über stark steigende Tech-Kurse, kriselnde Telekoms und Aufspaltungstendenzen bei Comcast. Außerdem geht es um Amazon, Alphabet, Meta Platforms, AMD, Arm Holdings, Broadcom, Intel, Marvell Technology, Seagate Technology, Western Digital, ASML, Applied Materials, KLA, Lam Research, Caterpillar, GE Vernova, Quanta Services, Samsung Electronics, SK Hynix, Micron Technology, Comcast, Charter Communications, Heidelberg Materials, JPMorgan Chase, Deutsche Telekom, AT&T, Verizon Communications, T-Mobile US, American Tower, Crown Castle, SBA Communications, SpaceX, Nike, VanEck Defense ETF (WKN: A3D9M1), WisdomTree Europe Defence ETF (WKN: A40Y9K), Rheinmetall, AeroVironment, BAE Systems, Thales, Lockheed Martin, RTX, Kratos Defense & Security Solutions, Red Cat Holdings, Planet Labs, Palantir Technologies, MDA Space, Invesco Defence Innovation ETF (WKN: A40J95), HANetf Future of Defence ETF (WKN: A3EB9T), Palo Alto Networks, CrowdStrike, Safran, Curtiss-Wright, Leonardo, Elbit Systems, Hanwha Aerospace, Saab, Singapore Technologies Engineering, Kongsberg Gruppen, Leidos, Global X Defence Tech ETF (WKN: A40E7A), General Dynamics, Northrop Grumman, L3Harris Technologies, Amundi STOXX Europe Defense UCITS ETF (WKN: ETF264), Rolls-Royce Holdings, Airbus, Dassault Aviation, Hensoldt, RENK Group, Babcock International, QinetiQ, Chemring Group, HanETF Indo-Pacific Defence ETF (WKN: A419AU), Bharat Electronics, Hindustan Aeronautics, Hyundai Rotem, Korea Aerospace Industries, LIG Nex1, Mitsubishi Heavy Industries, DroneShield, Electro Optic Systems, Rocket Lab, Iridium Communications. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

En el episodio de hoy Juan Manuel de los Reyes y Valentina Orduz analizaron las tensiones diplomáticas entre EE.UU. e Irán tras la reunión en Doha y lo que implica para el petróleo y el Estrecho de Ormuz. También explicaron el fallo de la Corte Suprema que bloquea, por ahora, el intento de Trump de remover a Lisa Cook de la Fed, y por qué esto importa para la independencia del banco central. En el frente corporativo, hablaron de la compra de Iridium por parte de Rocket Lab, una operación de US$8.000 millones que confirma la ola de consolidación en comunicaciones satelitales. Cerraron con la entrada de Alphabet al Dow Jones en reemplazo de Verizon.

Ohne Aktien-Zugang ist's schwer? Starte jetzt bei unserem Partner Scalable Capital. Mit eigenem KI-Chatbot, der dir alle Fragen rund ums Investieren beantwortet. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Nagarro verdoppelt sich. Trump kauft Axon vor Großbestellung. Telekom treibt Fusion mit T-Mobile voran. SpaceX macht Druck. Comcast spaltet sich. Rocket Lab will Iridium. Alphabet steigt in Dow Jones. Baidu will Chips verkaufen. Samsung & SK investieren. Netflix (WKN: 552484) hat sich fast halbiert und wird nur noch mit KGV 21 gehandelt. Streaming, Werbung, Gaming. Reicht das für die Wende? British American Tobacco (WKN: 916018) streicht 20% der Jobs. Trotzdem spannend: Tabak ist unabhängig von KI, Pouches und Vapes wachsen. 5% Dividendenrendite und KCV von 13. Diesen Podcast vom 30.06.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ford execs said, "mistakenly we thought that by just introducing artificial intelligence ... that would produce a high-quality product.” Also, the all-stock deal values Iridium at $8 billion, and gives Rocket Lab even more firepower to compete against Amazon and SpaceX. Plus, eager to find more public AI-related companies that may do as well as Nvidia, Wall Street investors think they've found a winner with Micron. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Rocket Lab is buying satellite network operator Iridium for $14 billion, causing the company's shares to jump 18 percent, according to new reports. This would put Rocket Lab in a position to go head-to-head with Starlink, owned by Elon Musk's SpaceX. BusinessDesk tech columnist Peter Griffin says this is an 'ambitious' move from CEO Peter Beck. LISTEN ABOVESee omnystudio.com/listener for privacy information.

Jon, Matt, and Rachel dissect the latest breakup news from Comcast as the media giant intends to spin off assets under its NBCUniversal entity. This could unlock value but could shake up the streaming landscape. The team then moves on to Rocket Lab's $8 billion acquisition of Iridium before ending with a listener question about selling stocks. Jon Quast, Matt Frankel, and Rachel Warren discuss: -Comcast spins off NBCUniversal -Whether NBCUniversal is an attractive takeover target -Rocket Lab's $8 billion acquisition -Selling stocks you love to buy stocks you love more Companies discussed: Rocket Lab (RKLB), Iridium (IRDM), Space Exploration Technologies (SPCX), Comcast (CMCSA), Versant Media Group (VSNT), Amazon (AMZN), Apple (AAPL) Host: Jon Quast Guests: Matt Frankel, Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Carl Quintanilla, David Faber and Sara Eisen led off the show with Comcast shares soaring: The company announced plans to split into two independent publicly traded companies, through a tax-free spin-off of NBCUniversal and Sky.  The anchors also discussed stocks rebounding, as the Nasdaq and S&P 500 look to snap their respective five-day losing streaks. Also in focus:  SpaceX to be added to the Nasdaq 100 next week, Rocket Lab buys Iridium Communications for $8 billion in cash and stock as it looks to take on SpaceX, Fed Chairman Kevin Warsh in the spotlight ahead of his appearance at this week's ECB forum, Alphabet officially enters the Dow, Michael Santoli's perspective on action in the Magnificent 7 stocks.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Want access to all our investing content? Join at 7investing.com/subscribe Join the conversation on the 7investing discord: https://discord.com/invite/PT9ZQqdXXSRocket Lab (NASDAQ:RKLB) peaked near $150 a share earlier this year, powered by SpaceX IPO excitement and space sector momentum. Now it's trading at $83. Simon Erickson and Heather Horton revisit the full discounted cash flow model Simon built three weeks ago and walk through the three things that will actually determine where Rocket Lab goes from here.First, and most importantly: Space Systems, not launch, is the real business. The launch vehicle gets all the headlines, but manufacturing satellites and signing long-term contracts with the Space Defense Agency, NASA, and the Department of Defense is what's building Rocket Lab's moat. Total backlog stood at $2.2 billion in Q1 2026, and Simon has already modeled that nearly doubling to $4.3 billion by year-end, an aggressive assumption that he thinks the business can support. By the end of the forecast window (fiscal 2041), space systems could represent 85–90% of total revenue. The launch is just the delivery mechanism.Second: operating leverage is real and accelerating. Rocket Lab is redeploying headcount from R&D into production — meaning their employee base is essentially converting from overhead into cost-of-goods-sold as Neutron approaches the pad. SGNA and R&D headcount both declined even as the business grew in fiscal 2025. This is CFO Adam Spice making a deliberate call that Neutron is no longer an R&D project, it's a product. Gross margin and scalability metrics look unusual right now as a result, but that's a transition signal, not a warning sign.Third: Rocket Lab's cost of capital is about to get a lot cheaper. The company is almost entirely equity-funded right now, which carries a ~10.3% discount rate in Simon's model. But with real assets in the ground, a credible operating history, and convertible debt already in the toolkit, Simon expects Rocket Lab to access debt markets at 5-6% in 2026 and 2027. If the WACC drops from 10.3% to even 8%, it directly and materially boosts the DCF fair value. The $150 price wasn't justified. The $83 price is much more interesting but watch those three variables.Stocks & Companies Mentioned:Rocket Lab (NASDAQ:RKLB)SpaceX (NASDAQ — newly IPO'd June 2026)Arqit Quantum (NASDAQ:ARQQ) — teased for upcoming Monday episodeQuantinuum — teased for upcoming Monday episode#RocketLab #RKLB #SpaceStocks #StockAnalysis #DCFValuation #GrowthStocks #SpaceInvesting #NeutronRocket #Starlink #SpaceX #StocksToWatch #InvestingIn2026 #ValueInvesting #TechStocks #7investing #Simonerickson

Marley Kayden breaks down Rocket Lab's (RKLB) $8 billion acquisition of Iridium Communications (IRDM), while Sam Vadas highlights major investment moves from SK Hynix and Samsung.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Market update for June 29, 2026Deep Dive: Why is AI making everything more expensive: (Spotify, YouTube)Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode, Zaid covers:Comcast is splitting into two companies (and why the market loved it)SpaceX's plan to launch a Starlink mobile phone service Rocket Lab's $8 billion acquisition of IridiumWhy Verizon stock is getting punished for its international dealFun Fact: Microsoft is having its worst month since the dot-com crash

-Rocket Lab announced it's buying Iridium Communications in a deal worth $8 billion to compete with SpaceX's ever-growing Starlink network -According to the Financial Times, Google was forced to cap Meta's use of its Gemini AI model after Mark Zuckerberg's company exceeded its computing capacity. -Sony has notified customers in a handful of European countries that they'll soon lose access to some movies that they've purchased through the PlayStation Store due to the upcoming expiration of a licensing deal with Studio Canal. Learn more about your ad choices. Visit podcastchoices.com/adchoices

There's no doubt that Rocket Lab is a Kiwi success story, but do the dizzying heights of their technical achievements keep us from asking important questions about how they operate? That's what astronomer Dr Ian Griffin asked in an opinion article for the Otago Daily Times today. The catalyst for it was a social media post Rocket Lab put out last week, saying quote, "The Space Force called, and we launched." According to Rocket Lab, it was less than 17 hours between receiving a request from the US Space Force and launching a payload from Mahia Peninsula. Which is incredible - but did it mean important questions weren't considered? Here to discuss is Dr Ian Griffin.

Sean O'Kane, Senior Reporter of Transportation at TechCrunch, joins Jon Hansen to discuss Waymo and Uber parting ways in Phoenix, launch company Rocket Lab buying satellite operator Iridium, and President Trump restricting Swedish electric vehicle manufacturer Polestar from selling in the US. To read more stories that Sean has covered, visit techcrunch.com/author/sean-okane/.

Space X might collapse the US economy, Rocket Lab is running war drills for interceptions ins space, Trump is loaning billions to start up nuclear sites for data centers, massive earthquakes hit in three locations around the world within 30 minutes of each other, and Donald Trump's daughter just started a revolution in a former Soviet satellite state!All of this and more on this episode of the Cajun Knight Live!To join us every Wednesday night at 9 pm cst go to patreon.com/CajunKnightBecome a supporter of this podcast: https://www.spreaker.com/podcast/cult-of-conspiracy--5700337/support.

Preview for Later Today: Guest: Bob Zimmerman. Bob Zimmerman explains Rocket Lab's record-breaking seventeen-hour military launch demonstrating rapid response capabilities. The mission involved deploying a satellite named Puma to rendezvous with a target spacecraft previously launched by a different company.1954

Preview for Later Today: Bob Zimmerman evaluates the space race between SpaceX and Jeff Bezos's Blue Origin. He highlights Blue Origin's struggle to match Starlink's satellite constellation and identifies emerging competitors like Rocket Lab in the growing industry.

This Week In Startups is made possible by:Northwest Registered Agent - NorthwestRegistereAagent.com/TWISTEvery - Every.ioSentry - Sentry.io/TWISTToday's show:Want to get to space? Several launch companies can help you. SpaceX, Rocket Lab, the Russians, the list goes on. But what about once you make it upstairs, then what? Impulse Space CEO and CTO Tom Mueller is building the next stage of our orbital economy. With its Mira and Helios spacecraft, we'll soon be able to take mass from lower orbits to higher orbits, or even to the Moon, with ease.Meanwhile, venture capitalists are enamored with the idea of humanoid robots — robots share our shape, our work environment, and even our tools. But startups like Dusty Robotics are taking a different tack; instead of building human-shaped robots, Dusty has built a small, wheeled 'bot that can mark out building sites quickly and accurately. And it's doing more revenue than all humanoid robotics companies combined, I reckon. Dusty's CEO, Dr. Tessa Lau, joins Alex to go deep on purpose-built robots in today's build-crazy market.Timestamps:0:00 Blue Origin, and why fixing things in orbit is hard2:19 What Mira is and what it does4:35 Why was the commercial demand for Mira softer than expected5:20 Space Force demand and the GEO-capable Mira7:08 Helios: a "rocket on top of a rocket."10:10 Sentry - Your team should be focused on shipping features — not chasing down bugs. New users can get $240 in free credits when they go to https://sentry.io/twist and use the code TWIST11:35 How Helios beats Falcon Heavy on price ($25M)13:35 Reusability, in-orbit refueling, and propellant depots15:38 Landers, the Moon base, and "Mega Helios."18:52 NSSL and the politics of flying government payloads20:16 Every.io - For all of your incorporation, banking, payroll, benefits, accounting, taxes or other back-office administration needs, visit https://every.io20:51 Why the Moon matters: megastructures and data centers in space25:09 The space talent market and the SpaceX "mafia."30:16 Northwest Registered Agent: Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at https://northwestregisteredagent.com/twistSubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:Check out all our partner offers: https://partners.launch.co/Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.com