Latest Space
News & Analysis

Dan Steinhart and I met over 40 innovators across five cities working to solve some of the world’s hardest problems.

Elon Musk’s rocket launch space company could go public as early as June.

Starlink’s growth barrier may shift from bandwidth to business execution as FCC eases limits.

Starlink stands to capitalize first as power rule changes redefine satellite broadband competition.

Pre-IPO access still exists, but the payoff may no longer justify the friction.

The real fight is not all of LEO broadband. It is the few segments where Amazon may still matter.

For investors, the key question is Starlink.

The real asset may be time: the licenses, infrastructure, and commercial foothold Amazon cannot build quickly.

The bigger threat to Starlink may be Amazon’s enterprise foothold, not its satellite count.

Robotic labor in orbit will need more than machines. It will need trusted execution.

When power, land, and grid access tighten, ideas that once looked absurd start to look like smart bets.

The numbers only work if Starlink becomes a global profit engine.

A confidential SEC filing would be real progress.

Nvidia (NVDA) just made a move most investors didn’t see coming. It’s taking AI infrastructure off Earth and into orbit, pushing toward data centers in space.

Have you seen BlackSky Technology stock recently? BKSY jumped 26% in the last week. It increasingly looks like a good space stock to buy.

What if the biggest IPO of the decade isn’t AI, chips, or cloud, but rockets? SpaceX IPO is reportedly preparing a confidential IPO filing as soon as March.

Space-based data centers just got a serious boost as Sophia Space pulled in $10 million to test a bold idea that sounds like science fiction but could become very real for investors.

Microsoft (MSFT) just made a power move in space through its Microsoft SpaceX deal, and most investors are missing what it means.

Starlink is one of those products you only notice when it saves you. A wildfire knocks out fiber, a storm takes down towers, a ship is days from port, a drone team needs bandwidth where there isn’t any.

SpaceX just launched four astronauts to the International Space Station on an eight month mission. Its 12th long duration crew flight for NASA since 2020.