Planet Labs +8%, Rocket Lab +5%, SpaceX +4%: the space rally self-amplifies
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
Rocket Lab Acquires Iridium for $8 Billion: From Tactical Launcher to Constellation Operator
In the largest acquisition in its history, Rocket Lab takes over Iridium Communications for $8 billion - a deal that radically transforms the company into a global LEO constellation operator, with direct exposure to DoD defense contracts.
Jun 29, 2026 at 17:15 12 11
Daniel Schmidt
Marvell, Micron, Coherent: The AI Semiconductor Rebound Masks a Structural Market Reshaping
Three signals in 24 hours on AI semiconductors - Marvell +$5B in guidance, Micron beats Nvidia on a key indicator, Coherent repositions on compute deflation. June's tech sell-off gives way to brutal selectivity.
Jun 28, 2026 at 15:39 9 8
