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
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
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
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
The VICTUS HAZE mission by Rocket Lab sets a new TacRS record - operational validation of the tactical responsive launch concept for US defense, with direct implications for DoD budgets and the space race.
Jun 23, 2026 at 21:44 6 4
On June 22, 2026, Rocket Lab successfully completed the end-to-end VICTUS HAZE mission, breaking its own TacRS responsiveness record. This is no longer a one-time feat-it's a reproducible operational capability that repositions the company in the eyes of the DoD.
Jun 23, 2026 at 12:41 7 5
Rocket Lab has just completed end-to-end the VICTUS HAZE mission, setting a new record for tactical space responsiveness (TacRS). A game-changing demonstration for the resilience of U.S. military constellations.
Jun 23, 2026 at 04:28 7 5
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
Autonomous AI agents, credit card, in-house blockchain: Robinhood no longer wants to be just a broker. This full-stack vertical integration is redrawing the boundaries between TradFi, FinTech, and DeFi.
Jul 2, 2026 at 16:36 10 10
A stablecoin network with 140 players has just been launched, Circle collapses on the stock market. The digital dollar infrastructure war has been declared.
Jul 2, 2026 at 10:17 8 9
Robinhood no longer just wants to provide access to crypto—it wants to become its infrastructure. A proprietary public blockchain is a category shift.
Jul 1, 2026 at 22:49 7 8
Launched with great fanfare in January 2024, BlackRock's spot Bitcoin ETF (IBIT) now shows an average unrealized loss of 40% for its holders. A sentiment signal to interpret with method.
Jun 29, 2026 at 20:49 11 14
In June 2026, spot bitcoin ETF holders voted with their feet: $4 billion in net redemptions in a single month, a record since the launch of the products in the United States in January 2024. The mechanism is clear—and microstructure signals confirm it.
Jun 29, 2026 at 09:03 9 11