After SpaceX Selloff, KeyBanc Upgrades Firefly and Rocket Lab to Overweight
KeyBanc bullish on Firefly & Rocket Lab: strong growth, NASA deals, and rising demand make them "top space stocks" despite recent dip.
KeyBanc bullish on Firefly & Rocket Lab: strong growth, NASA deals, and rising demand make them "top space stocks" despite recent dip.
Charter (CHTR), Cognizant (CTSH), Insmed (INSM), Verisk (VRSK) and Zscaler (ZS) will be removed from the Nasdaq-100 Index effective June 22, 2026.
SpaceX plans its first orbital AI computing tests by late 2027, ahead of its forecast. Investor demand has reached nearly 4x oversubscription, with over $250B for the $75B raise.
After a recent launch provider setback, AST SpaceMobile switches to SpaceX Falcon 9 for the June 17, 2026 launch of BlueBird satellites 8, 9 & 10, accelerating its direct-to-smartphone cellular broadband network.
Google will pay SpaceX $920 million monthly for 110,000 Nvidia AI chips starting 2026. A major boost for SpaceX ahead of its $1.77T IPO.
SpaceX is set to surprise investors with a fixed $135 IPO price, targeting a record $75 billion raise and a $1.75 trillion valuation. The roadshow starts Thursday.