$SpaceX(SPCX.US) | SpaceX's Nasdaq IPO was heavily oversubscribed; bookbuilding closes after Wednesday's market close
$AST SpaceMobile(ASTS.US) $Rocket Lab(RKLB.US) $Intuitive Machines(LUNR.US) $Globalstar(GSAT.US) $Echostar(SATS.US) $BlackSky Tech(BKSY.US) $Planet Labs(PL.US) $Redwire(RDW.US)
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Space stocks are RIPPING today 🔥
🟢 $AST SpaceMobile(ASTS.US) +19%🟢 $Intuitive Machines(LUNR.US) +16%🟢 $Planet Labs(PL.US) +14%🟢 $ViaSat(VSAT.US) +9%🟢 $Rocket Lab(RKLB.US) +7%🟢 $Globalstar(GSAT.US) +1%
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Space Stocks 🚀🚀
$Momentus(MNTS.US) $Globalstar(GSAT.US) $Starfighters Space(FJET.US) $Echostar(SATS.US) $Planet Labs(PL.US) $Voyager Tech(VOYG.US) $Virgin Galactic(SPCE.US) $Redwire(RDW.US) $BlackSky Tech(BKSY.US) $Intuitive Machines(LUNR.US) $Rocket Lab(RKLB.US) $AST SpaceMobile(ASTS.US)
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$Iridium Comm(IRDM.US) Category: A
A clean base since the last ER and has picked up the momentum along with other telecommunication names like $AST SpaceMobile(ASTS.US), $Globalstar(GSAT.US), $ViaSat(VSAT.US). PT1: $50
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📊 𝐈𝐍𝐕𝐄𝐒𝐓𝐎𝐑 𝐍𝐎𝐓𝐄: FCC Chair Says U.S. Needs Multiple Satellite-to-Phone Providers - PC Mag - $AST SpaceMobile(ASTS.US) $Amazon(AMZN.US)
👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:➤ Carr highlights 𝐀𝐦𝐚𝐳𝐨𝐧 and 𝐀𝐒𝐓 𝐒𝐩𝐚𝐜𝐞𝐌𝐨𝐛𝐢𝐥𝐞 as key competitors.➤ FCC Chair Brendan Carr says market needs at least 𝟑 satellite-to-phone providers.➤ 𝐒𝐭𝐚𝐫𝐥𝐢𝐧𝐤 currently leads U.S. direct-to-phone connectivity services.➤ T-Mobile’s Starlink partnership reportedly saw lower-than-expected adoption.➤ Amazon plans direct-to-cell offerings through 𝐆𝐥𝐨𝐛𝐚𝐥𝐬𝐭𝐚𝐫 acquisition assets.➤ AST SpaceMobile targets commercial satellite service rollout by year-end.➤ FCC signals support for broader 𝐬𝐚𝐭𝐞𝐥𝐥𝐢𝐭𝐞 𝐜𝐨𝐦𝐩𝐞𝐭𝐢𝐭𝐢𝐨𝐧 and innovation.
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Anthropic may roll out Opus 4.7 as early as this week; NVDA's quantum model targets baryons | Daily News Recap
Apr 15 | Dolphin Research Focus: 🐬 Macro/Industry. 1) Anthropic plans to roll out its next-gen flagship model Claude Opus 4.7 this week, alongside AI-powered design tools for website and presentation design, further strengthening its portfolio and use-case coverage.
The move is aimed squarely at OpenAI and Google and will intensify competition among leading LLMs. For Anthropic, cracking inference efficiency and cost control would be pivotal...
Today’s Key News Recap - A
The legendary @spacanpanman will be joining the Market Close tomorrow at 5PM EST to talk $AST SpaceMobile(ASTS.US), the upcoming SpaceX IPO, $Amazon(AMZN.US) Amazon's acquisition of $Globalstar(GSAT.US), and why the space industry continues to be one of the most exciting TAMs to invest in.
Excited to have one of the OG Sp🅰️ce Mob members on tomorrow!Source: amit
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Amazon’s acquisition of Globalstar is poised to benefit Apple’s own satellite ambitions. Here’s why:
Source: Mark Gurman
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ORCL mass layoffs; BABA rolls out next-gen Qwen LLM | Daily News Recap
Apr 2 | Dolphin Research focus: Stock 1, $Oracle(ORCL.US). Reports suggest Related Digital is advancing approx $16 bn in project financing for Oracle's AI data center build, mainly for hyperscale compute campuses such as 'Stargate'.
Oracle's cloud & AI capex plan through 2026 exceeds $50 bn. FCF has turned negative, leaving it reliant on external funding and compute contracts with OpenAI, etc...
Today’s Key News Recap - A
Will SpaceX Partner with Apple?
$Apple(AAPL.US) SpaceX is preparing for a potential partnership with Apple by adding support for iPhone satellite frequencies in its next-generation satellites. This move could enable Starlink to prov...
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Daily Hot Stocks Review
$United Homes(UHG.US)$Reddit(RDDT.US)
Space stocks: $Rocket Lab(RKLB.US)$Destiny Tech100(DXYZ.US) and the recently surging $Globalstar(GSAT.US)
