Podcasts about Rocket Lab

CAPTION 1922 FRANCECommercial Space Programs Advance Amid ShakeupsBob Zimmerman reports SpaceX is preparing Starship Super Heavy for an orbital test carrying commercial Starlinksatellites, while Amazon booked extra Ariane 6 launches to deploy its constellation. Meanwhile, NASA awarded Blue Origin a $700 million Mars communication satellite contract based on its Blue Ring orbital tug, prompting an unusual formal protest from Rocket Lab. Internationally, China is conducting an unannounced major organizational overhaul of its lunar program following recent mission failures. Additionally, American authorities arrested a Chinese tourist for flying drones over restricted Kennedy Space Center launchpads, and Djibouti joined the Artemis Accords as the newest member nation in global space.(9)

1943 WAR EMERGENCY PIPELINECONTENTS THE JOHN BATCHELOR SHOW 9-16Global Diesel Shortage Spans Multiple ContinentsMichael Bernstam explains Ukrainian drone strikes against Russian refineries impact domestic Russian consumption rather than global markets because Moscow previously banned refined petroleum exports. The worldwide diesel crisis stems from losing 2.5 million barrels daily due to Middle Eastern supply disruptions, Strait of Hormuz closures, and pipeline attacks. With global refineries running at 96% to 98% capacity, facilities face severe quality mismatch issues because domestic shale crude yields less diesel than heavy Middle Eastern imports. Meanwhile, overall Russian oil production dropped by 1.5 million barrels per day. New United States congressional legislation permits potential 100% tariffs on purchasing nations. (1)America Deploys Operational Space Control WeaponsRick Fisher reports Air Force officials publicly confirmed that the United States deployed operational space control weapons capable of protecting joint military forces. A French Space Agency graphic recently detailed orbital assets operated by America, Russia, and China, including telemetry jamming, proximity operations, and kinetic collision satellites. These classified capabilities were maintained secretly across multiple congressional administrations to prevent a dangerous space arms race. Strategic tensions surrounding Iran or potential Russian aggression in Europe likely prompted this public disclosure. Importantly, these conventional defense systems fully comply with established Outer Space Treaty terms because the agreement exclusively bans nuclear weapons. (2)Canada Seeks EU Integration Amid RealignmentCharles Burton reports Canada is rapidly reorienting its economic and defense relationships away from dependency on the United States. European Commission President Ursula von der Leyen proposed opening associate membership to Canada, creating a unique alliance covering defense, trade, and personnel movement. Supported by former Prime Minister Stephen Harper, Canadian leaders are promoting infrastructure initiatives to redirect trade flows while granting Europeaccess to critical minerals. Polling indicates that over 70% of Canadians identify with European values, whereas USsympathy dropped to 16% due to trade unpredictability. Canada also quietly strengthened strategic military defense ties with China regarding security. (3)Hellscape Defense Strategy Deters Taiwan InvasionRebecca Grant reports the United States Indo-Pacific Command developed an offensive tactical framework named Hellscape to counter potential Chinese invasions of Taiwan. Designed by Admiral Samuel Paparo, Hellscape deploys swarms of cheap drones, loitering munitions like Damocles, and unmanned vehicles to confuse attacking Chinese forces. This strategy draws upon lessons from Ukrainian drone warfare to disrupt enemy spectrum operations and clear pathways for heavy precision weapons. Regional allies including Japan, Australia, and the Philippines are integrating into this defense architecture. To ensure deterrence succeeds, Taiwan must receive delayed military shipments of advanced electronic warfare systems for its fighter jets without delay. (4)Diplomatic Strains Impact Global Western AlliancesMary Kissel notes global polls indicate declining trust in American leadership as both the United States and China are perceived as international threats. Friction over tariffs and rhetoric pushed Canadian Prime Minister Mark Carney to pursue European Union associate membership and deeper ties with Beijing. In Ukraine, American requests asking Kyivto spare Russian oil refineries reflect a flawed moral equivalency that undermines deterrence against aggression. Meanwhile, escalating Middle Eastern instability and Houthi chokeholds along Red Sea shipping lanes threaten Saudienergy security, risking a shift where Gulf allies seek Chinese security partnerships if Washington fails to provide reliable military backing today. (5)Addressing Transnational Repression Before Summit MeetingPiero Tozzi, co-host Gordon Chang: Ahead of Chinese President Xi Jinping's summit in Washington, Tozzi urges increased protections against Beijing's transnational repression targeting dissidents, Tibetans, and Uyghurs on American soil. China operates clandestine police stations in cities like New York and Boston while using its United Frontapparatus to suppress peaceful protest movements. Grounded in a legalist Leninist governance ideology that demands complete cognitive control, Beijing recently enacted an ethnic unity law requiring families to teach love for the Communist Party. United States foreign policy must prioritize releasing prominent political prisoners, including Hong Kong Catholic publisher Jimmy Lai from solitary confinement in prison. (6)Historical Roots Shape Complex Yemen ConflictGregory Copley explains the ongoing conflict in Yemen reflects deep historical, cultural, and tribal divisions stretching back to pre-Islamic Jewish roots. Mountainous North Yemen, led by Hashemite Zaydis, maintains historical claims as traditional guardians of Mecca and Medina predating Saudi control. Demonstrating sophisticated defense capabilities, North Yemeni forces recently downed a Royal Saudi strike jet. Meanwhile, Egypt refuses to reenter the conflict after its disastrous 1960s war, leaving Oman as the primary regional mediator. Additionally, Canada is strengthening economic ties with Europe and King Charles III to reassert national sovereignty independent of Washington trade policy pressure across global commercial sectors today. (7)European Inflation Escalates Under Energy PressuresSimon Constable reports a severe heatwave in southern France damaged sunflower harvests while diesel prices soared to $9.20 per gallon, causing widespread agricultural and logistical distress. Rising European natural gas costs pushed electricity rates up 12% in one month, driving price hikes across essential agricultural commodities like corn and wheat. Meanwhile, public opposition against artificial intelligence data centers reflects underlying hostility toward wealthy technology figures rather than environmental impact. In the United Kingdom, escalating national debt service costs reached $127 billion annually, far surpassing the nation's $80 billion defense budget during severe ongoing international economic challenges facing European leadership in government circles. (8)Commercial Space Programs Advance Amid ShakeupsBob Zimmerman reports SpaceX is preparing Starship Super Heavy for an orbital test carrying commercial Starlinksatellites, while Amazon booked extra Ariane 6 launches to deploy its constellation. Meanwhile, NASA awarded Blue Origin a $700 million Mars communication satellite contract based on its Blue Ring orbital tug, prompting an unusual formal protest from Rocket Lab. Internationally, China is conducting an unannounced major organizational overhaul of its lunar program following recent mission failures. Additionally, American authorities arrested a Chinese tourist for flying drones over restricted Kennedy Space Center launchpads, and Djibouti joined the Artemis Accords as the newest member nation in global space. (9)

Oracle überrascht mit starken Zahlen – und dann will Larry Ellison plötzlich Aktien im Wert von 7,5 Milliarden US-Dollar verkaufen. Zufall oder Insider-Alarm? Außerdem sprechen wir über Apples neues Falt-iPhone, den Absturz von Rocket Lab, mögliche Übernahmen im Satellitenmarkt und die Frage, ob selbstfahrende Lkw bald die Logistikbranche verändern.Dazu geht es um steigende Ölpreise, El Niño, schwedische Compounder, den Scheidungskrieg beim Lululemon-Gründer und Trumps absurdes Versprechen von 5.000 US-Dollar für jeden US-Bürger. Wie soll das finanziert werden – und was würde das mit Inflation, Staatsanleihen und den Zinsen machen?Zum Schluss wird es existenziell: Anthropic fordert mehr Kontrolle und internationale Regeln für KI. Während Sam Altman und Elon Musk bremsen wollen, setzt Mark Zuckerberg auf Vollgas. Wer hat recht – und was passiert, wenn nur ein einziger Player nicht mitspielt?────────────────────────

Raymond James expects a takeoff in the works for Rocket Lab (RKLB) shares even after the stock's strong pullback since the SpaceX (SPCX) IPO in June. Rick Ducat points out that shares are reaching an apex in a triangular pattern he says will lead to a breakout or breakdown in the stock. He turns to an example options trade for Rocket Lab. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

This Week In Startups is made possible by: DigitalOcean https://do.co/twist Every.io https://every.io PayPal https://paypal.launch.co Today's show: *Nvidia agreed to buy Hugging Face for $12.9 billion, just days after quietly licensing Poolside's coding model for $6 billion+. On TWiST, Jason lays out why this is actually the biggest AI story of the year. Nvidia plans to offer enterprises unmetered, unlimited on-prem compute, pulling them away from reliance on Anthropic and OpenAI's frontier models and products. PLUS we're chatting with Halter founder & CEO Craig Piggott about how his company helps farmers optimize their land use via solar-powered AI-driven cattle collars. AND Hop Aero CEO and co-founder Matija Milenovic shows us Rook, his autonomous hypersonic cargo rocket that can launch from a shipping container and deliver cargo up to 450 miles away in about 15 minutes. Finally, Jason and Lon explain why you never post Slop on the timeline. Guests: Craig Piggott on X: https://x.com/craig_piggott Halter: https://www.halterhq.com/ Matija Milenovic on X: https://x.com/mat_milenovic Hop Aero: https://hopaero.com/ Relevant Links: OpenAI Open Letter: https://openai.com/collective-cyberdefense/ OpenAI Hugging Face report: https://openai.com/index/hugging-face-incident-and-the-road-ahead/ OpenAI Jalapeño report: https://openai.com/index/jalapeno-first-results/ Dario Amodei-Gavin Baker tweet thread: https://x.com/DarioAmodei/status/2088758816376807762 TechCrunch: Nvidia-Hugging Face deal: https://techcrunch.com/2026/08/26/nvidia-closes-in-on-hugging-face-acquisition/ TechCrunch coverage of Halter: https://techcrunch.com/2026/04/04/unpacking-peter-thiels-big-bet-on-solar-powered-cow-collars/ Dealroom: Sir Peter Back on Rocket Lab: https://app.dealroom.co/news/note/sir-peter-beck-on-rocket-lab-s-no-money-so-we-have-to-think-playbook-from-a-60k-new-zealand-start-up-to-an-end-to-end-space-company WSJ: Druckenmiller op-ed: "Let the Bond Market Speak": https://www.wsj.com/opinion/let-the-bond-market-speak-81529d74 NOTUS: Druckenmiller's WSJ op-ed was written with AI: https://www.notus.org/media/stanley-druckenmillers-wsj-op-ed-bessent-ai WaPo: Wall Street Journal defends Druckenmiller op-ed: https://www.washingtonpost.com/business/2026/08/25/wall-street-journal-says-ai-generated-op-ed-didnt-breach-its-standards/ Photon Matrix Laser Mosquito Killer: https://photonmatrixlab.com/ "The Wizard of the Kremlin" trailer: https://www.youtube.com/watch?v=U7ctYp3zQVA "King & Conqueror" trailer: https://www.youtube.com/watch?v=anS9xQEPTsU "Lanterns" trailer: https://www.youtube.com/watch?v=7UIBOsuUwc4 "Rebel Ridge" trailer: https://www.youtube.com/watch?v=gF3gZicntIw Alpaka Bravo Sling Max 2 bag: https://alpakagear.com/products/bravo-sling-max-v2 No Agenda podcast: https://www.noagendashow.net/ THR: John C. Dvorak obit: https://www.hollywoodreporter.com/business/business-news/john-dvorak-dead-tech-journalist-no-agenda-inside-track-1236657317/ Timestamps: 0:00 The 100+ company open letter on cyberdefense 9:48 DigitalOcean - Want to see what building on a true AI-native platform looks like? Head to https://do.co/twist to start building on DigitalOcean's AI-Native Cloud today — and cut your AI workload costs by up to 50%. 16:46 Why some models are "unsafe at any latency" 19:44 Craig Piggott of Halter joins the show 21:03 Every.io - For all of your incorporation, banking, payroll, benefits, accounting, taxes or other back-office administration needs, visit https://every.io 26:09 How do you add cows to Starlink? 31:26 PayPal - Pay zero processing fees on your first $100K in eligible PayPal payment volume. Learn more at https://paypal.launch.co 47:52 Founder-led hyper-local sales motion 53:15 Remember John C. Dvorak 58:27 Matija Milenovic of Hop Aero joins 59:53 Sending out autonomous swarms in the Indo-Pacific 1:11:26 Nvidia's mega-Hugging Face deal 1:16:32 Nvidia's "unmetered" play against Anthropic and OpenAI 1:29:47 How letting AI write for you is like lip syncing 1:33:44 Laser-guided mosquito defense system 1:36:32 Lon's streaming picks   Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com Check out the TWIST500: https://www.twist500.com Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp   Follow Lon: X: https://x.com/lons   Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis   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 McFarland   Check out Jason's suite of newsletters: https://substack.com/@calacanis   Follow TWiST: Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups Substack: https://twistartups.substack.com

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über die steigenden Nvidia-Preise, den ökonomischen D-Day und den Milliarden-Coup von Alibaba. Außerdem geht es um Seagate Technology, Sandisk, Micron Technology, Western Digital, Rocket Lab, Ford, General Motors, J.B. Hunt Transport, Cleveland-Cliffs, Nucor, Steel Dynamics, Century Aluminum, Infineon, SUSS MicroTec, Wacker Chemie, thyssenkrupp, SoftBank, KKR, Live Nation Entertainment, CTS Eventim, Robinhood Markets, Interactive Brokers. Am 2. Oktober findet unser „Alles auf Aktien“-Summit in Berlin statt. Mit dem Code „AAAFRIENDS“ sparst du 50 Prozent auf dein Ticket – aber nur unter folgendem Link: https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3f3501d84859 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

Rocket Lab (NASDAQ: RKLB) just posted record second quarter 2026 results $234 million in quarterly revenue, up 62% year-over-year, and a total backlog of $2.36 billion. Simon Erickson walks through the investor slide deck covering Launch, Space Systems, and the new Space Applications division, then digs into the biggest news of the quarter: Rocket Lab's $8 billion acquisition of Iridium Communications (NASDAQ: IRDM) and its satellite spectrum. Simon also previews how these developments feed into Rocket Lab's discounted cash flow (DCF) valuation model, and what it could mean for the stock price going forward.

SHARESIES · MARKET MOVEMENTS · 17 AUGUST 2026Jacki Neumann, Head of Capital Markets at Sharesies Note: Filmed Monday 17 August ↑ WHAT’S UP — US markets saw slight gains, with the S&P 500 up 0.4% and the Nasdaq up 0.2%, while the NZX 50 added 0.2%. Super Micro jumped 19% on an earnings beat and upbeat guidance, and Commonwealth Bank posted a record annual cash profit of $10.98 billion, up 7%. ↓ WHAT'S DOWN — The ASX 200 fell 1.6%, dragged by financials: Westpac lost almost 6% after a 20% drop in mortgage applications, while Suncorp's and IAG's profits fell 44% and 25% respectively. In the US, solid numbers didn't prevent declines, with RocketLab down about 7%, Cisco 5% and AST SpaceMobile 4% despite reporting record or fast-growing revenue. ! BIGGEST SURPRISES — The RBA held at 4.35% but Governor Bullock struck a hawkish tone, refusing to rule out further hikes on inflation concerns. In contrast, US core CPI eased to a multi-year low of 2.5% and core PPI slowed to 4.2%, cutting the odds of a September Fed hike to 28%. ◎ WHAT TO WATCH — Australian earnings ramp up, with NAB's update rounding out the big four banks and results due from JB Hi-Fi, BHP, Fortescue, CSL and Cochlear among others. The FOMC's July minutes land Wednesday and Australia's July unemployment rate follows on Thursday. ◈ BIGGER PICTURE — Australian bank earnings showed resilience but growing exposure to a cooling housing market. In the US, AI and space infrastructure investments stalled despite strong revenue growth, with investors zeroing in on losses, margins, and execution risks. Meanwhile, a hawkish RBA is still weighing hikes just as softening US inflation nudges the Fed the other way. Disclaimer: Sharesies Market Movements is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. This video is general market commentary and educational in nature. It is not financial advice and does not take into account your personal objectives, financial situation or needs. Information is current at the time of recording and may be subject to change. We do not provide recommendations and nothing in this video should be taken as a recommendation to buy or sell any financial product. Investing involves risk. You might lose the money you start with. Past performance is not indicative of future performance. If you require personal financial advice, you should consider speaking with a qualified financial adviser. Our disclosure documents and terms and conditions, including a Target Market Determination and IDPS Guide for Sharesies Australian customers, are available on our relevant Australian or NZ website.See omnystudio.com/listener for privacy information.

An interview with Zhanna Nazaryan, Principal Manufacturing Engineer at Rocket Lab.Zhanna has built an impressive career across some of the world's leading aerospace and advanced manufacturing organizations, including Rocket Lab, Blue Origin, Boeing, GKN Aerospace, Alcoa, and Apollo Manufacturing. Her expertise spans spacecraft composites, manufacturing engineering, quality systems, metrology, production scaling, advanced materials, and aerospace operations.At Rocket Lab, Zhanna leads advanced composite manufacturing and thermal protection systems for spacecraft production, helping develop the processes, tooling, materials, and manufacturing strategies needed to build flight-ready hardware at scale. Prior to Rocket Lab, she worked on major aerospace programs at Blue Origin and Boeing, supporting everything from testing and production readiness to quality assurance and manufacturing optimization.Throughout her career, Zhanna has specialized in transforming complex engineering challenges into practical manufacturing solutions while driving quality, efficiency, and innovation in highly demanding environments.Her journey offers a unique perspective on what it takes to move from engineering concepts to reliable spacecraft production—and why manufacturing excellence is such a critical part of the space industry.Hosts:  SpaceBase Founder Emeline Paat-DahlstromResources:Society of Women EngineersWomen in Space Aotearoa New ZealandNASA Lessons Learned SystemSupport the show

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss Wall Street's near peak despite worse than expected unemployment figures as US Treasuries hit their highest since August 2001on debt and interest rate worries; US and Iranian forces continue to target Strait of Hormuz traffic as President Trump says US forces can maintain their blockade indefinitely — adding he's considering making the international waterway American territory — but also warns Americans to brace for higher energy prices tops $6 per gallon for premium gas; an unprecedented European heat waves have dried up key rivers to their lowest levels since 2018, impacting trade and nuclear power generation that will undermine European economic growth this year; the Pentagon awards RTX and Boeing contracts to accelerate production of shipborne Standard air defense missiles; Trump orders the Navy to open a fifth government shipyard, acquire warships built overseas and replace the electromagnetic catapults on the Ford-class nuclear powered aircraft carriers with steam ones; M1 Flight Services beats Bell and Lockheed Martin for the US Army's Flight School Next award that is valued at up to $10 billion over the coming 26 years; COMAC's C919 jetliner made its first international commercial flight from Mongolia to Beijing; US investigators find that the Ryanair 737 from which a passenger was nearly sucked out of a window July 10 had suffered four bird strikes over the past year; Applied Aerospace, BETA Technologies, CAE, Elbit Systems, Embraer, Rocket Lab report earnings as GPS pioneer Magellan files chapter 11; Archer Aviation said it would buy Boeing's electric aircraft firm Wisk ​Aero and two other units for a nearly 20 percent stake in the air-taxi maker; and PitchBook's estimate that private equity firms are stuck with more than 33,000 companies they can't sell at the valuations their investors expect.

Bob Zimmerman: Bob Zimmerman discusses the progress of commercial space ventures, highlighting Rocket Lab's new contract for its reusable Neutron rocket. He explains how companies such as SpaceX are developing recoverable capsules for in-space manufacturing, including pharmaceuticals. Zimmerman also notes a recent Chinese rocket failure, which was transparently reported only because of local live-streamers. Additionally, India is attempting to transfer control of its spaceports to the private sector to foster competition. Despite opposition from fake environmental activist groups, Zimmerman remains optimistic about the future of private-sector space exploration. (10)

TABLE OF CONTENTS, THE JOHN BATCHELOR SHOW, 8-12-2026Michael Bernstam: Michael Bernstam discusses a critical shortage of refined products such as diesel and gasoline, noting that global supply has dropped by 8.3 million barrels per day. While crude oil is available, refining capacity in the US and Europe has declined for decades. Recent Ukrainian drone strikes have further crippled Russia's refining capabilities, forcing it to import fuel. These disruptions, along with Houthi attacks in the Red Sea, contribute to a daily deficit of 2 million barrels. Bernstam warns that consumers worldwide will face higher energy and food prices indefinitely as a result. (1)Michael Lucchese: Michael Lucchese explores the history and modern return of isolationism within American politics, particularly the Republican Party. He characterizes isolationism as a short-sighted avoidance of global affairs that often coincides with political extremism. Lucchese argues that the West is currently in a civilizational contest against an axis of revisionist powers including China, Russia, Iran, and North Korea. He critiques recent administrations for showing a lack of civilizational confidence, which he believes has encouraged adversaries to be more aggressive on the world stage. (2)Captain James Fanell: Captain James Fanell reports on China's escalating campaign to annex international waters east of Taiwan. For the first time, Chinese vessels are interrogating ships on the high seas, an outrageous violation of maritime norms. This aggression occurs as the US Navy is severely overstretched, with carrier deployments extending to nine months and the arsenal of democracy being depleted by conflicts in Ukraine and the Middle East. Fanell urges the US and partner navies to conduct joint maneuvers with Taiwan to counter Beijing's comprehensive national power strategy. (3)Mark Clifford: Mark Clifford discusses the ongoing detention of British citizen and entrepreneur Jimmy Lai in Hong Kong. While China recently released a Protestant pastor, Xi Jinping reportedly remains determined that Lai, a fervent Catholic and advocate for Western values, will die in prison. Clifford suggests Xi's animosity is personal, rooted in a belief that the survival of the Communist Party is paramount and that any dissent is an existential threat. Despite the UK's new leadership focusing on domestic issues, Clifford hopes the government continues to pressure Beijing for the release of its citizen. (4)Charles Burton: Charles Burton provides insight into the annual Beidaihe retreat, where Chinese leaders meet secretly to decide the party's direction. This year's focus is on a failing domestic economy, including a collapsed housing market and crushing local government debt. Burton notes that Xi Jinping's limited international travel may indicate internal instability. Additionally, the discussion touches on escalating trade tensions between Canada and the US over potential tariffs and disagreements regarding the financing of the new Gordie Howe International Bridge. (5)Peter Huessy: Peter Huessy examines the fragile state of nuclear deterrence as Russia conducts drills for tactical nuclear weapons. He warns that the US is behind the eight ball regarding theater nuclear options, possessing only gravity bombs while Russia maintains thousands of short-range weapons. Huessy fears Putin may use these weapons for blackmail if he perceives a conventional loss in Ukraine. He advocates for the rapid modernization of the US nuclear triad, specifically calling for sea-launched cruise missiles to restore a credible deterrent against reckless adversaries. (6)Cliff May: Cliff May argues that Islamism is not being studied with the rigor that communism once received during the Cold War. He observes that many university Middle East studies departments, funded by foreign interests such as Qatar, have become Islamist adjacent. May highlights a recent Senate hearing on the Muslim Brotherhood where most senators failed to attend, fearing accusations of Islamophobia. This willful determination to ignore history allows the red-green alliance of far-left activists and Islamists to grow, posing a significant threat to democratic values. (7)Admiral Mark Montgomery: Admiral Mark Montgomery details the growing cyber and hybrid warfare cooperation within the axis of aggressors: China, Russia, Iran, and North Korea. This cooperation often involves criminal actors sharing attack techniques and technology to target critical infrastructure. Montgomery warns of new generation warfare, including terrorist acts, jamming, and disinformation. He specifically points to China's Volt Typhoon program, which has installed malware in US rail, water, and energy systems. Montgomery urges an all-hands-on-deck approach to secure essential systems, as attribution for these ghost-like attacks remains difficult. (8)Simon Constable: Simon Constable reports on rising commodity prices, with Brent crude reaching $89 per barrel and European gas prices surging 18 percent. He discusses the recent change in UK government, where new Prime Minister Andy Burnham has pledged to focus almost exclusively on domestic issues. Constable also touches on the results of a longevity quiz, noting that average life expectancy in the US has reached 79 years. Finally, the conversation addresses unusual political rhetoric in Britain regarding the monarchy and the impact of extreme weather and wildfires across Europe. (9)Bob Zimmerman: Bob Zimmerman discusses the progress of commercial space ventures, highlighting Rocket Lab's new contract for its reusable Neutron rocket. He explains how companies such as SpaceX are developing recoverable capsules for in-space manufacturing, including pharmaceuticals. Zimmerman also notes a recent Chinese rocket failure, which was transparently reported only because of local live-streamers. Additionally, India is attempting to transfer control of its spaceports to the private sector to foster competition. Despite opposition from fake environmental activist groups, Zimmerman remains optimistic about the future of private-sector space exploration. (10)One correction applied: the raw had "Vault Typhoon" — the PRC infrastructure intrusion campaign is Volt Typhoon. Also still open from the prior batch: Hu Chunhua and Mohammad Reza Tavakoli.Across both batches, four threads run through nearly every segment.The axis as a working system, not a slogan. Chinese and Russian materiel moving to Iran (Holt), Iranian resupply of the Houthis (Fitton-Brown), Hezbollah's Syrian pipeline (Daoud), and Montgomery's cyber cooperation among all four — the same four capitals appear in Lucchese's civilizational contest and Montgomery's shared attack techniques. The story is no longer four separate adversaries but one logistics and learning network.Pauses as rearmament. Haqqani, Daoud, and Fitton-Brown independently report Iran boasting that ceasefires are for restocking. Sayeh supplies the domestic mirror: executions spike precisely when negotiations are underway. Ben-Ur gives the Gaza version — Hamas distributing rifles while the disarmament deal is being signed. The diplomatic interval is the adversary's production cycle.American absence, and who fills it. Haqqani's "helpless giant," Fitton-Brown's elephant in the room, Fanell's nine-month carrier deployments and depleted arsenal, Huessy's theater nuclear gap, Bernstam's lost refining capacity. Chang and Holt argue the reticence is a gambit; the guests closer to the ground read it as depletion. Haqqani's line is the sharpest: China wins by saying nothing.Xi's brittleness. Collier's $7.7 trillion in hidden bad loans, Burton's Beidaihe meeting on a collapsed housing market and local debt, Xi's shrinking travel schedule, Holt's factional rival. Clifford's Jimmy Lai segment is the same material in personal form — the vindictiveness of a leader who treats any dissent as existential. External aggression from Fanell sits directly on top of internal weakness from Collier and Burton, which is the more interesting juxtaposition than either alone.Two smaller pairings worth an hour break: Bernstam and Constable both on energy and food prices as the civilian bill for all of the above, and Araújo/Peña Esclusa's hemispheric shift as the one segment where the trend runs the other way — Petro out, De la Espriella in, Lula isolated.If you want a running order argument: Collier and Burton to establish the weakness, Fanell and Holt for the aggression it produces, then the Iran arc from Haqqani through Sayeh, with Bernstam and Constable as the price tag.

Anna and Avery break down yesterday's total solar eclipse — a 182-mile-wide shadow that swept from the Arctic through Greenland and Iceland to northern Spain, giving millions of people up to 2 minutes 18 seconds of totality. Plus: astronomers find three supermassive black holes sharing one distant galaxy (two are about to merge), Virgin Galactic pushes commercial spaceflight back to February 2027, and Rocket Lab signs a new launch customer for Neutron even as the rocket's debut slips further.**Full show notes:**Today's episode — S05E166, Thursday August 13, 2026:**Main story: The August 12 total solar eclipse.** The Moon's shadow crossed the Arctic Ocean, eastern Greenland, western Iceland, northern Spain, the Balearic Islands and out into the Mediterranean. Longest totality on land: 2 minutes 18 seconds at Látrabjarg, Iceland. Millions gathered across northern Spain, with the path also crossing A Coruña, Bilbao, Zaragoza, Valencia and Palma (Madrid and Barcelona were just outside the path). Observers reported seeing the solar corona, a prominence, and Jupiter, Mercury and Venus during totality. Spain gets another total eclipse on August 2, 2027.**Three supermassive black holes, one galaxy.** Astronomers led by Hannah Übler (Max Planck Institute for Extraterrestrial Physics) used JWST to confirm three actively feeding supermassive black holes in galaxy J0148-4214, 12.5 billion light-years away — the first such triple system ever confirmed. Two of the three are on course to merge.**Virgin Galactic delays commercial flights to 2027.** The company's upgraded Delta-class spaceplane will now begin commercial service in February 2027, pushed back from Q4 2026, to complete avionics and systems installation. Shares fell 12% after-hours. $750,000 seat packages were oversubscribed.**Rocket Lab's Neutron: delay and deal.** Rocket Lab is hedging on a 2026 debut for its Neutron rocket, with the window potentially slipping into 2027 — even as the company signs a new five-launch deal with Kepler Communications.**Links & sources:**- [Space.com — Total solar eclipse live updates](https://www.space.com/news/live/total-solar-eclipse-today-aug-12-2026-live-updates)- [Space.com — Total solar eclipse 2026 thrills millions (photos, video)](https://www.space.com/stargazing/solar-eclipses/total-solar-eclipse-2026-thrills-millions-with-a-stunning-cosmic-spectacle-photos-video)- [CNN — Photos: Total solar eclipse 2026](https://www.cnn.com/2026/08/12/science/gallery/photos-total-solar-eclipse)- [Wikipedia — Solar eclipse of August 12, 2026](https://en.wikipedia.org/wiki/Solar_eclipse_of_August_12,_2026)- [Max Planck Institute — Three supermassive black holes discovered in a single galaxy](https://www.mpg.de/26904239/three-black-holes-discovered-in-a-young-galaxy)- [SpaceNews — Virgin Galactic delays resumption of commercial flights to 2027](https://spacenews.com/virgin-galactic-delays-resumption-of-commercial-flights-to-2027/)- [Spaceflight Now — Window for 2026 Neutron debut is narrowing](https://spaceflightnow.com/2026/08/10/window-for-2026-launch-debut-of-rocket-labs-neutron-rocket-is-narrowing-as-development-continues/)- [Rocket Lab — Neutron launch deal with Kepler Communications](https://rocketlabcorp.com/updates/rocket-lab-inks-neutron-launch-deal-with-kepler-communications/)Follow us: @AstronomyDailyPodBecome 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.

Whenever RocketLab reports earnings these days, investors and analysts are far more interested in Neutron rocket updates than anything else. No wonder it was the most discussed topic on the conference call. Travis, Matt, and Tyler dissect Rocketlab's earnings and opportunities in the space economy. Plus, ON Holdings decides to prioritize margins, and eVTOL companies Archer Aviation & Joby Aviation try to one up each other. Have a question? Email us; podcasts@fool.com Tyler Crowe, Travis Hoium, and Matt Frankel discuss: - RocketLab's earnings and the Neutron schedule- Investing opportunities in the space economy- On Holdings earnings- The give and take of DTC sales for retailers- eVTOL acquisitions Companies discussed: RKLB, ONON, NKE, UA, ACHR, JOBY, BA Host: Tyler CroweGuests: Travis Hoium, Matt FrankelEngineer: Kristi Waterworth 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

Rocket Lab unveils new 'GHOST' portable spaceport system (04:17)  Marines can now hit targets 20 kilometers away with new FPV drones (15:20) Denmark begins extended military conscription (30:20) Unheralded History: The Fukuryu ("crouching dragons") were a World War II Imperial Japanese Navy suicide-diver unit (45:50) https://lateforchangeover.com/ #lateforchangeover #veteranvoices #militaryeverything #militarypodcast #space #spaceforce #airforce #army #navy #marines #coastguard #militaryhistory #militaryhumor

Plus: Rocket Lab's Neutron vehicle may not be ready to launch this year. And longtime OpenAI executive Brad Lightcap steps down. Julie Chang hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Hims & Hers (HIMS) shares struggled to find their footing after the company posted a quarterly loss despite seeing revenue and guidance rise. Sam Vadas discusses the earnings and the price action following the report. She also talks about Rocket Lab's (RKLB) report and Riot Platforms (RIOT) signing a $9.1 billion data center deal with Anthropic. ======== 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

Colin Symons says Rocket Lab (RKLB) is working to become a "tier one" company in the same lane as SpaceX (SPCX). While earnings didn't excite investors and margin pressures loom, he sees long-term demand supporting lasting momentum. Jim Cantrell equates the whole space industry to a "frontier economy" that will require an abundance of capital and lots of time to expand. He sees Rocket Lab as a winner and expects its runway to grow over time. ======== 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

Peter Beck, Rocket Lab Corp. founder, president and CEO, says the company is pushing hard and intends to launch its Neutron rocket for the first time this year. Beck says investors should not be focused on just the rocket's first flight. Beck speaks with Bloomberg's David Gura and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Market update for August 11, 2026Check 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:The U.S. Strategic Petroleum Reserve falls below 300 million barrels for the first time since 1983Nvidia teams up with Wall Street for $500 billion to fund AI infrastructureAnthropic targets a September or early October for IPORiot lands a massive Anthropic data-center deal while Rocket Lab warns of another Neutron delaySpaceX finally climbs back above its IPO price after a massive insider-share unlock fails to trigger a selloff

Die Wall Street startet uneinheitlich in den Handel, hält sich aber bemerkenswert stabil angesichts eines Brent Ölpreises von fast 90 US Dollar und erneut steigender Renditen. Im Mittelpunkt steht heute Nvidia: Der Konzern will gemeinsam mit Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs und KKR mehr als 500 Milliarden US Dollar an Fremdkapital für den Ausbau der KI Infrastruktur mobilisieren. Nvidia investiert diese Summe also nicht selbst, sondern will KI Rechenzentren als finanzierbare Anlageklasse etablieren und damit verhindern, dass fehlendes Kapital zum nächsten Flaschenhals des KI Booms wird. Genau darin liegt aber auch das Risiko: Je stärker GPU Käufe durch externe Finanzierung ermöglicht werden müssen, desto lauter wird die Frage, wie organisch die tatsächliche Nachfrage noch ist. Gleichzeitig erhöht Intel seine Kapitalerhöhung überraschend von 15 auf 20 Milliarden US Dollar und platziert 210,5 Millionen Aktien zu 95 US Dollar. Microsoft wiederum will die Produktion eigener KI Chips massiv ausweiten und damit die Abhängigkeit von Nvidia reduzieren. Bei den Quartalszahlen überzeugen Hims & Hers und Rocket Lab weitgehend, während Upwork wegen sinkender Kundenzahlen und einer gesenkten Jahresprognose enttäuscht und On nach einem seltenen Umsatzmiss sowie einer reduzierten Prognose unter Druck steht. Geopolitisch bleibt die Straße von Hormus der entscheidende Unsicherheitsfaktor, wobei die Chancen auf eine Verständigung zwischen den USA und Iran trotz der härteren Rhetorik weiterhin bestehen. Morgen folgt mit den US Verbraucherpreisen für Juli der wichtigste Makrotermin der Woche. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Ever since SpaceX (SPCX) hit public markets, Rocket Lab (RKLB) shares plunged as investors rethink how they view the evolving space trade. Rick Ducat examines the stark bearish action and recent rebound to show how the stock compares to peers like SpaceX and AST Spacemobile (ASTS) ahead of earnings. He then tuns to an example options trade for Rocket Lab. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

SHARESIES · MARKET MOVEMENTS · 11 AUGUST 2026Jacki Neumann, Head of Capital Markets at Sharesies Note: Filmed Monday 10 August ↑ WHAT’S UP — The S&P 500 hit a new record close to finish the week up 3.6%, the Nasdaq up 5.2% in its best week since May, and the ASX 200 climbing 3.2% to its own new record. Strong corporate earnings helped power the rally: Palantir jumped 29.5% after 93% revenue growth, AMD posted record quarterly revenue of US$11.5 billion, and SpaceX surged around 23% on its first public results. ↓ WHAT’S DOWN — ResMed shares fell after a mixed underlying result. Oil was choppy, falling initially on hopes of a deal to reopen the Strait of Hormuz, only to climb later in the week as Iran moved to restrict US and Israeli vessels. ! BIGGEST SURPRISES — The US July jobs report shed 23,000 jobs against expectations to gain around 80,000, even as the unemployment rate fell to 4.1%. Markets read it as easing Fed pressure, cutting September rate-hike odds to 41% from 55%. ◎ WHAT TO WATCH — The RBA decides on Tuesday, with a hold at 4.35% expected, and US July CPI and PPI will test whether price pressures are easing after the oil run-up. Reporting season continues with RocketLab, Cisco and Super Micro in the US, and CBA, ANZ, Westpac, QBE, IAG and Suncorp locally. ◈ BIGGER PICTURE — Records across Wall Street and the ASX show a firmly risk-on market, powered by strong earnings and tentative signs of easing Middle East tensions. Appetite remains for the AI and growth trade, demonstrated by Palantir, AMD, and SpaceX. But unsettled oil prices and the impact of a soft US jobs print sit in the background as potential swing factors. Disclaimer: Sharesies Market Movements is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. This video is general market commentary and educational in nature. It is not financial advice and does not take into account your personal objectives, financial situation or needs. Information is current at the time of recording and may be subject to change. We do not provide recommendations and nothing in this video should be taken as a recommendation to buy or sell any financial product. Investing involves risk. You might lose the money you start with. Past performance is not indicative of future performance. If you require personal financial advice, you should consider speaking with a qualified financial adviser. Our disclosure documents and terms and conditions, including a Target Market Determination and IDPS Guide for Sharesies Australian customers, are available on our relevant Australian or NZ website.See omnystudio.com/listener for privacy information.

The VIX put mystery may finally be solved! On this episode of Volatility Views with Russell Rhoads and Mark Sebastian, we dig into the unusual deep-in-the-money VIX put spreads that have been puzzling us and uncover the margin dynamics that could help explain why traders keep putting them on. We also break down a wild week in volatility, including the plunge in VIX, the latest VIX futures term structure, notable VIX options flow, and the continuing fallout from reverse splits in the volatility ETP space. Plus, the SPCX madness continues. We examine the massive activity in far out-of-the-money SPCX calls, discuss the inverse ETF apparently behind the trades, and explore whether there could be a method to this options madness. All that plus single-stock futures, unusual Rocket Lab options activity, our latest volatility predictions, and much more.

The VIX put mystery may finally be solved! On this episode of Volatility Views with Russell Rhoads and Mark Sebastian, we dig into the unusual deep-in-the-money VIX put spreads that have been puzzling us and uncover the margin dynamics that could help explain why traders keep putting them on. We also break down a wild week in volatility, including the plunge in VIX, the latest VIX futures term structure, notable VIX options flow, and the continuing fallout from reverse splits in the volatility ETP space. Plus, the SPCX madness continues. We examine the massive activity in far out-of-the-money SPCX calls, discuss the inverse ETF apparently behind the trades, and explore whether there could be a method to this options madness. All that plus single-stock futures, unusual Rocket Lab options activity, our latest volatility predictions, and much more.

Rocket Lab has proposed acquiring Iridium Communications in an eight billion dollar deal combining new stock issuance and cash. We break down why this move pushes Rocket Lab toward becoming a fully vertically integrated space economy company, spanning satellite components, spacecraft manufacturing, launch services through Electron and the upcoming Neutron rocket, and now satellite-based communications through Iridium's L-band constellation. We walk through our updated investment thesis checklist, Q1 2026 earnings showing revenue up 63 percent year over year, and the combined pro forma financials: roughly one point six billion dollars in trailing twelve month revenue, a swing from negative to near breakeven EBITDA, and Iridium's 288 million dollars in free cash flow offsetting Rocket Lab's cash burn. We also cover the balance sheet impact of Rocket Lab moving from net cash to net debt, and run a reverse discounted cash flow to solve for the growth rate the market is currently pricing in at roughly a 50 billion dollar enterprise value. Is Rocket Lab stock a buy after the sell-off, or still priced for perfection? We share where we stand. Semi Insider members get access to Chip Stock Investor's research platform and tools plus deeper research as it happens. Join at chipstockinvestor.com.Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted, and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. Chip Stock Investor does not own shares of Rocket Lab.

The first New Zealander to go to space is now launching what is hoped will be a hub for Aerospace in Canterbury. New Zealand's space sector already supports a total of 17,000 full-time equivalent jobs according to a 2025 report. Entrepreneur, Mark Rocket would like to see that grow and he has a track record in the industry having been involved in the early days of RocketLab and Virgin Galactic. Now CEO of Kea Aerospace, they are working on a solar-powered aircraft capable of flying into the stratosphere for research. Mark Rocket spoke to Melissa Chan-Green.

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

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über die große Salmonellenangst bei Chipotle, den Rekordverlust von Zalando und eine widersprüchliche Strafe für AMD. Außerdem geht es um SpaceX, Palantir, Intel, Micron, Caterpillar, Zebra Technologies, McDonald's, Novo Nordisk, Infineon, Siemens Energy, Bayer, Commerzbank, UniCredit, Lufthansa, Rocket Lab und Robinhood. Am 2. Oktober findet unser „Alles auf Aktien“-Summit in Berlin statt. Mit dem Code „AAAFRIENDS“ sparst du 50 Prozent auf dein Ticket – aber nur unter folgendem Link. Am 2. Oktober findet unser "Alles auf Aktien"-Summit in Berlin statt. Mit dem Code „AAAFRIENDS“ sparst du 50 Prozent auf dein Ticket – aber nur unter folgendem Link. https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3f3501d84859 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

Hear from Paul Spain and Nyssa Waters, founder and CEO of Possibl.ai and RCRT, as they discuss the opportunities and challenges of AI adoption, touching on privacy, ethics, and data sovereignty. Nyssa Waters shares her own journey of launching Possibl.ai and RCRT, offering insider perspectives on how businesses can harness AI for innovation and growth. Plus, the latest in tech news including: Rocket Lab's major US Space Force contract and expansion in Alaska EFTPOS NZ's biometric payment terminals Robotaxis operating without steering wheels US bans on foreign-manufactured robots EU debate over the cost and risks of replacing Huawei equipment AI-model cybersecurity breaches continue Coldcard Bitcoin wallet software vulnerability and resulting theft Revved: New Zealand Business & Leadership Summit and more Special thanks to our show partners: Fortinet, Workday, Spark New Zealand, One New Zealand, 2degrees, PwC New Zealand and Gorilla Technology.

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über die große Rekordjagd der Märkte, starke Zahlen von Snap und einen potenziellen Mega-Deal in der Pharma-Branche. Außerdem geht es um Boeing, CoreWeave, AstraZeneca, Bristol Myers Squibb, Strategy, Beiersdorf, Palantir Technologies, SpaceX, Rocket Lab, Porsche, BMW, BASF, Infineon, Vonovia, Scout24, Siemens, Allianz, SAP, Amundi Core Dax (WKN: ETF200), iShares Core Dax (WKN: 593393), SPDR S&P Global Dividend Aristocrats (WKN: A1T8GD), Vanguard FTSE All-World High Dividend Yield (WKN: A1T8FV), VanEck Morningstar Developed Markets Dividend Leaders (WKN: A2JAHJ), Fidelity Global Quality Income (WKN: A2DL7E), iShares MSCI World Quality Dividend Advanced (WKN: A2DRG5), Antecedo Independent Invest A (WKN: A428XD), Sauren Ruhestandsfonds (WKN: A41QLG) und Arero Weltfonds (WKN: DWS0R4). Am 2. Oktober findet unser "Alles auf Aktien"-Summit in Berlin statt. Mit dem Code „AAAFRIENDS“ sparst du 50 Prozent auf dein Ticket – aber nur unter folgendem Link. https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3f3501d84859 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

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.

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

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

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  

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

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.

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

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.

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.  

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.

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.