In less than 24 hours, Rocket Lab launched, put into orbit, and delivered an operational satellite to the US Space Force. A record that redefines the parameters of military space - and its investment.
Jun 23, 2026 at 02:45 5 4
Rocket Lab completes end-to-end VICTUS HAZE mission and sets new Tactically Responsive Space (TacRS) record. Against a backdrop of rising defense budgets, this operational demonstration shifts market perceptions of tactical space capability responsiveness.
Jun 24, 2026 at 10:00 9 8
Space is no longer a speculative thesis—it's an outperforming asset class. Rocket Lab's acquisition of Iridium propels the entire sector.
Jul 2, 2026 at 10:17 9 9
As markets digest the worst monthly close for the Mag7 since 2022, U.S. Q2 2026 growth surprises on the upside. A macro paradox that reinforces the "higher for longer" stance and complicates any Fed pivot scenario before the end of the year.
Jun 30, 2026 at 16:49 8 9
The Financial Times analyzes the "leap of faith" behind SpaceX's mega bond deal—a debt raise without audited accounts, without public governance, based solely on Elon Musk's reputation. A model that raises growing questions for institutional investors.
Jun 29, 2026 at 17:16 13 14
$35 billion to quadruple THAAD production, $1.55 billion to revive the E-7 Wedgetail: Washington approves an industrial remilitarization unseen since the Cold War.
Jun 25, 2026 at 22:34 13 10
Binance's suspension in several EU countries leaves millions of users without a solution – and marks the first major regulatory shift of the MiCA era.
Jun 25, 2026 at 22:33 11 10
The DXY at a 13-month high increases pressure on the yen and the yuan. Asian emerging markets are suffering. An FX signal that reinforces the thesis of a prolonged strong dollar cycle under Warsh.
Jun 24, 2026 at 18:04 10 8
Since its mid-June 2026 peak, SpaceX has lost between $600 billion (Seeking Alpha) and nearly $900 billion (Le Figaro) in market value, depending on the measurement dates used. Debt financing plans, a global tech sell-off, and governance concerns have combined to dampen investor enthusiasm.
Jun 24, 2026 at 10:07 8 8
Alphabet (GOOGL) joins the Dow Jones Industrial Average, replacing Verizon. A mechanical event that generates forced buying flows and symbolically marks the transformation of the century-old index toward the digital economy.
Jun 24, 2026 at 10:00 13 8
By publishing its results exclusively on X, SpaceX had sidestepped traditional disclosure requirements. The announcement of its first bond financing changes the game-and $600 billion in market capitalization vanished in three days.
Jun 23, 2026 at 12:40 7 5
Predictive markets are speculating on a SpaceX-Tesla merger that would create a $5 trillion titan. Analyzing this thesis reveals as much about the biases of predictive markets as it does about Musk's actual strategy.
Jun 23, 2026 at 04:29 5 4
