Telecommunication Services

AST SpaceMobile

DXYZ

SATS

AMZN

BLUE

TSLA

MRLN

RKLB

ASTS

In the prior report, we started with the prospect of a SpaceX listing and mapped the key threads behind the current wave of commercial space opportunities. In this installment, we focus on the main players in reusable rocket launches and satellite operations. We also break down the value chain to assess potential investment opportunities through the lenses of the competitive landscape and value-chain dynamics.

Destiny Tech100

Echostar

Amazon

Bluebird Bio

Tesla

Merlin

Rocket Lab

SpaceX Challengers: Can Bezos and China Inc. Catch Up?

Commercial Space

SpaceX

Deep Research

AMZU

TSDD

TSLL

TSLQ

09366

07766

07366

TSLR

In the prior report, we used the prospect of a SpaceX IPO as a starting point. We mapped the main contours of the current commercial-space opportunity.In this report, we focus on reusable rocket launches and satellite operations, profiling the major market participants. We also break down the value chain to analyze potential investment opportunities through the lenses of the competitive landscape and each link in the chain.

Direxion Daily AMZN Bull 2X Shares

GraniteShares 2x Short TSLA Daily ETF

Direxion Daily TSLA Bull 2X Shares

AXS TSLA Bear Daily ETF

XI2CSOPTSLA-U

XL2CSOPTSLA

XI2CSOPTSLA

GraniteShares 2x Long TSLA Daily ETF

SpaceX Challengers: Can Bezos and China Inc. Catch Up?

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Since end-2025, commercial space has surged in investor attention in the capital markets. In this report, we take a cause-and-effect lens to frame the investment opportunity and offer an entry point for research.The immediate catalyst is news that SpaceX is moving toward the public markets to raise capital. Its breakthrough lies in reusable rockets that sharply reduce satellite launch costs.Using SpaceX as our entry point, we address three questions: (1) how SpaceX scaled and by how much reusability cuts costs; and (2) why the sudden push to go public contrasts with Musk’s prior stance. (3) How feasible is Musk’s vision for space-based compute, and where does the industry stand now?

Dragon

Musk drops another ace: Can SpaceX remake space economics?---

AST SpaceMobile Director Torres Sells $1.145M Stock to Pay Taxes

AST SpaceMobile Misses Earnings Expectations, Stock Rises 0.59% to $75.26

FactSet cuts EPS forecast for AST SpaceMobile Inc in 2026

AST SpaceMobile, Inc. Stock Price Target 下调至 89.12 美元

AST SpaceMobile released FY2026 Q1 earnings on May 11 After-Market EST, actual revenue USD 14.74 M (forecast USD 36.58 M), actual EPS USD -0.657 (forecast USD -0.1977)

AST SpaceMobile's stock price rises as Rakuten Mobile reduces selling pressure

FactSet cuts AST SpaceMobile Inc - Class A stock target price valuation

Insider Selling of AST SpaceMobile Raises Market Concerns

AST SpaceMobile's Stock Price Dips as CEO's Performance-Based Pay Target Falls Short

Cypress Point Wealth Management LLC Acquired AST SpaceMobile, Inc. Shares in Q4

AST SpaceMobile FY2026 Q1 Earnings Release on May 11 After-Market EST, Forecast Revenue USD 36.58 M, EPS USD -0.2042

Taiwan 大哥大 Reinvests in Seacable to Address AI Data Demand

Roth MKM Analyst Maintains Buy Rating on AST SpaceMobile

Blue Origin's New Glenn Rocket Launch Failure Destroys Satellite

AST SpaceMobile Granted FCC Approval to Deploy Satellites for Cellular Broadband Services

AST SpaceMobile Announces BLUEBIRD 7 Satellite Retirement, Aims for 45 Satellites in Orbit by End of 2026

International Tech Giants Lay Out Satellite Direct-to-Phone Services, Driving Commercialization and Competition in Low-Orbit Satellite Industry

Lotte Founder Shintaro Mimura Sells AST SpaceMobile Stocks

AST SpaceMobile Announces BlueBird 7 Launch Date and Invites Retail Investors to Live Event

Blue Origin's New Glenn Launch Ready, Will Carry AST SpaceMobile Satellite

Amesite

InMed Pharmaceuticals

Meiwu Tech

Co-Diagnostics

Phoenix Asia

Generation Income Properties

Rubico

MetaVia

Virax Biolabs

Hub Cyber Security

AXTI

AXT fell 3.18% in pre-market; AST SpaceMobile fell 3.13% in pre-market; Amesite rose 195.09% in pre-market; InMed Pharmaceuticals rose 160.03% in pre-market; Rubico rose 123.12% in pre-market

Price Alert

Pre-market hot trades in US stocks: AXT Company pre-market down 3.18%; AST SpaceMobile pre-market down 3.13%

On May 18, Eastern Time, AST SpaceMobile options saw a total of 202071 contracts traded, with calls accounting for 79% and puts making up 20%.

Options Flow

Trending | ASTS Increases 3% on Monday, Some Call options Surges 66%

SpaceX plans a June 12 IPO aiming for a valuation of up to $2 trillion and raising up to $80 billion. The roadshow starts on June 4, with pricing set for June 11, ahead of the previously expected late-June timeline. The valuation is driven by growth in Starlink, Starship advancements, and AI integration, but faces competitive and regulatory challenges.

SpaceX sets June 12 IPO at up to $2T valuation

Dear Future SpaceX (SPCX) Stock Fans, Mark Your Calendars for June 12

Barchart Option

Dear Future SpaceX (SPCX) Stock Fans, Mark Your Calendars for June 12

ASTX

AST SpaceMobile Inc (NASDAQ:ASTS) shares are trading flat as investors assess launch timelines against recent earnings results. The company reported a Q1 loss of 66 cents per share on $14.74 million revenue, missing expectations. With $3.5 billion in cash, the focus is on cash burn and operating expenses. ASTS is up 241.9% over the past year but faces resistance at $98.50 and support at $73.50. The stock was up 0.11% at $83.76 on Monday.

benzinga_article

Tradr 2X Long ASTS Daily ETF

Rakuten Group, Inc.

Lotte Group

S&P 500

What's Going On With AST SpaceMobile Stock?

RKLX

ARKX

Space stocks, including AST SpaceMobile, EchoStar, and Rocket Lab, surged in premarket trading following Elon Musk's comments about a forthcoming SpaceX IPO. Musk stated at the Samson International Smart Mobility Summit that the IPO is expected 'pretty soon.' SpaceX has reportedly chosen Nasdaq for its IPO, targeting a June 11 pricing date. The IPO could raise over $75 billion, significantly surpassing Saudi Aramco's debut. SpaceX's current valuation is approximately $1.75 trillion.

ZeroHedge

Defiance Daily Target 2X Long RKLB ETF

SPDR S&P Aerospace & Def

ISHRS Aero & Def

ARK Space Exploration & Innovation ETF

Invesco Aero & Defense ETF

Space Stocks Take-Off On Musk's SpaceX IPO Comments

AST SpaceMobile's stock momentum has surged to a score of 94.89, despite a Q1 earnings miss. The CEO highlighted 'accelerating manufacturing' as a key focus, shifting investor sentiment positively. The company aims to deploy 45 satellites by 2026 and has seen a 36% increase in shares over the past six months, closing at $83.67. Year-to-date, the stock is up 15.20%, with a remarkable 218.86% rise over the past year.

AST SpaceMobile Stock Momentum Rises As CEO Flags 'Accelerating Manufacturing' Amid Q1 Miss

Rocket Lab pre-market up 3.85%; AST SpaceMobile pre-market up 3.36%; Sunshine Biopharma pre-market up 660.30%; GeoVax Labs pre-market up 169.11%; FLAG SHIP ACQUISITION CORPORATION COM USD0.001 (SUB/RIGHT 31/03/2026) pre-market up 109.36%

Sunshine Biopharma

GeoVax Labs

FLAG SHIP ACQUISITION CORPORATION COM USD0.001 (SUB/RIGHT 31/03/2026)

Pre-market hot trades in US stocks: Rocket Lab up 3.85% in pre-market; AST SpaceMobile up 3.36% in pre-market

As SpaceX's IPO approaches, investors have various regulated fund vehicles to consider for exposure. Key questions include total ownership costs, liquidity options, and potential premiums over underlying asset values. Understanding these factors is crucial for making informed investment decisions, as different vehicles can yield significantly different outcomes. The article emphasizes the importance of due diligence in selecting the right investment vehicle for SpaceX exposure.

Forbes

ERShares Private-Public Crossover ETF

Fundrise Innovation Fund LLC

How To Invest In SpaceX Before The IPO: 5 Questions To Ask First

AST SpaceMobile(ASTS.US)

Pre-market hot trades in US stocks: AXT Company pre-market down 3.18%; AST SpaceMobile pre-market down 3.13%

Trending | ASTS Increases 3% on Monday, Some Call options Surges 66%

SpaceX sets June 12 IPO at up to $2T valuation

Dear Future SpaceX (SPCX) Stock Fans, Mark Your Calendars for June 12

What's Going On With AST SpaceMobile Stock?

Space Stocks Take-Off On Musk's SpaceX IPO Comments

AST SpaceMobile Stock Momentum Rises As CEO Flags 'Accelerating Manufacturing' Amid Q1 Miss

Pre-market hot trades in US stocks: Rocket Lab up 3.85% in pre-market; AST SpaceMobile up 3.36% in pre-market

How To Invest In SpaceX Before The IPO: 5 Questions To Ask First