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Intuitive Machines reportedly reported Q2 revenue of $206M, missing consensus, while backlog expanded to a record $1.8B. The company maintained FY26 guidance for positive adjusted EBITDA despite higher cash burn.
Research →Elon Musk reportedly disclosed a 48.4% ownership stake in SpaceX via a new SEC filing, holding approximately 6.42 billion shares valued at nearly $908 billion.
Research →An FCC 30-day STA for AST SpaceMobile to test 800MHz spectrum explicitly requires compliance with existing agreements between AST and T-Mobile, reportedly confirming an active contractual relationship. This follows broader sector moves as Starlink expands in Vietnam.
Research →Rocket Lab reportedly opened a new $1.9 billion at-the-market equity distribution agreement to replace a terminated prior program. The capital is said to support the company's Iridium acquisition and refinance existing bridge debt.
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