Barclays Starts Space and Defense Coverage, Favors SpaceX and Rocket Lab
Barclays opened aerospace and defense coverage, rating SpaceX and Rocket Lab Overweight and favoring defense tech over large primes.
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SpaceX Buys Nationwide 800 MHz Spectrum to Challenge U.S. Wireless Carriers
SpaceX agreed to buy Grain’s nationwide 800 MHz licenses and won FCC approval for 15,000 Gen2 satellites, aiming at AT&T, Verizon, and T-Mobile.
FCC’s October 29 Agenda Is a Mixed Read for AST SpaceMobile
NextNav’s expected 900 MHz item was delayed, while a 25 MHz auction plan creates a narrow risk for AST SpaceMobile, Clear Street says.
Intel rises as Musk says Tesla and SpaceX, not TSMC, will run Terafab
Intel remains a partner, while TSMC is limited to a possible sublease.
SpaceX seeks $40 billion, led by Apollo, to buy Nvidia AI chips
The FT says SpaceX wants about $10B in bank loans and $30B in debt, led by Apollo, to fund a large Nvidia AI chip order. The deal may close in 2027.
Morgan Stanley Says SpaceX Is Cheap Ahead of Flight 15
Morgan Stanley keeps a bullish view on SpaceX, citing growth and a cheaper way into the space and intelligence economy ahead of Flight 15.