An updated edition of the June 4, 2025 article.China's technology sector presents an exceptional investment opportunity in 2025, driven by breakthrough innovations, massive government support and attractive valuations. The convergence of AI leadership, semiconductor advancement and strategic government backing creates unprecedented growth potential across multiple high-tech industries and their constituent players like Bilibili (BILI) , NetEase (NTES) and VNET Group (VNET) .AI Revolution Demonstrates Global ...

If you want to own Intuitive Machines stock, you're going to need a lot of patience.Something curious is happening with Intuitive Machines (LUNR 5.79%) stock, the tiny lunar exploration company that last year landed a U.S. spacecraft on the moon for the first time in over 50 years.Yesterday, Bank of America analyst Ronald Epstein lowered his price target on Intuitive stock from $16 to $10.50, below where the stock was trading, triggering an "underperform" rating. And yet, Intuitive Machines stock went up, n ...

Falcon 9 launches the Eumetsat MTG S1 mission to orbit from Florida marking another step forward in space exploration https://t.co/8df0KY6uI1 ...

Grateful beyond words for the incredible SpaceX team. The passion, brilliance, and hard work of these people are pushing humanity to the stars and shaping the future of space https://t.co/zUXOWFhS2F ...

Core Viewpoint - Intuitive Machines' recent stock price decline presents a potential buying opportunity for new investors despite its previous high valuation [3][10]. Company Overview - Intuitive Machines is recognized as a pioneering space company, notably for being the first private entity to successfully land a spacecraft on the moon [5]. - The company has completed two moon landings, both of which had partial success, and has secured contracts with NASA for two additional landings in 2026 and 2027 [6]. Revenue and Contracts - The company received $132 million for its first moon landing and $122 million for the second, with a third mission priced at $87 million, potentially increasing with commercial customer contributions [7]. - A significant contract with NASA worth $4.8 billion over ten years for building a Near Space Network is expected to generate $480 million annually, which is four times the value of a lander contract [8]. Valuation Insights - Intuitive Machines reported $217 million in revenue last year, suggesting a market valuation of less than $880 million based on typical space stock valuation metrics [10]. - Current market capitalization estimates range from $1.3 billion to as high as $2 billion, indicating a potential undervaluation [10][12]. - Future revenue projections, assuming continued contracts and operations, could lead to a valuation of $2.4 billion, even under unprofitable conditions [12].

Watch LIVE as RocketLab launches the 67th Electron rocket from New Zealand carrying Symphony In The Stars' the first of two dedicated missions on Electron to deploy a single spacecraft to a 650km circular Earth orbit for a confidential commercial customer. A second dedicated launch on Electron to meet those same mission requirements is scheduled for launch before the end of 2025. Join our community Discord! https://discord.com/invite/xCm9UpDPE4 This coverage is made possible by our amazing community! Consid ...

Group 1 - The ongoing feud between SpaceX CEO Elon Musk and President Donald Trump is benefiting competitors AST SpaceMobile Inc and Rocket Lab USA Inc in the earth exploration sector [1] - AST SpaceMobile Inc's stock has increased by 14.1% to $35.58, reaching a peak of $36.66, and has a year-to-date gain of 320.4% with over 70% added this year [2] - Rocket Lab USA Inc's stock rose by 6.4% to $30.77, with a recent surge to $32.70, and has experienced a significant 596.6% increase over the past 12 months [3] Group 2 - Both AST SpaceMobile and Rocket Lab are experiencing high trading volumes in the options market, with ASTS and RKLB seeing triple the typical volume [4] - The most popular options for ASTS are the June 40 call, while for RKLB, it is the weekly 6/13 32-strike call, indicating new positions being opened [4]

Shares of AST SpaceMobile (ASTS -0.26%) are moving higher this week, up 33.9% as of 2 p.m. ET from last Friday's close. The gain comes as the S&P 500 gained 1.5% and the Nasdaq-100 gained 2.2%.Earlier in the week, a board member posted a picture to social media that fueled speculation of a possible partnership with Jeff Bezos' Blue Origin. The stock also received a boost after yesterday's public spat between President Donald Trump and Elon Musk.A possible partnershipAfter Bezos visited the company's Texas h ...

President Donald Trump and Elon Musk (R) speak before departing the White House on his way to his South Florida home in Mar-a-Lago in Florida on March 14, 2025.President Donald Trump on Thursday called Tesla CEO Elon Musk "CRAZY" and threatened to cut his companies' government contracts as the two men feuded over a major tax bill."Go ahead, make my day," Musk promptly responded.In addition to leading the electric-vehicle maker Tesla, Musk's businesses include the space exploration and satellite-communicatio ...

Core Viewpoint - Intuitive Machines' stock has seen a significant increase despite missing earnings, and it is now considered cheap enough to buy, with a 20% rise since the Q1 earnings report [1]. Financial Performance - In Q1, Intuitive Machines reported a loss of $0.11 per share, an improvement from a loss of $2.68 per share in the same quarter last year [3]. - Sales for Q1 were $62.5 million, down 15% year-over-year, but are projected to rebound by 10% in Q2 [3]. - The company generated positive free cash flow of $13.3 million in Q1, the first occurrence in over two years, although analysts expect cash burn in the next three quarters totaling $15 million [4][5]. Long-term Prospects - Intuitive Machines is becoming a key contractor for NASA, having secured four "IM" missions to the moon, with two completed and two scheduled for 2026 and 2027 [7]. - The company has faced challenges with its landers, but management is addressing these issues for future missions, and NASA is satisfied enough to provide success payments for the IM-2 mission [8]. - Intuitive Machines is also working on a $4.8 billion Near Space Network contract, which is expected to generate approximately $480 million in annual revenue over the next decade [9]. Stock Valuation - The stock price has increased significantly post-earnings, currently around $11, which is nearly double the price paid previously [10]. - Despite being down about 50% from its all-time high in January, the stock is still considered to be at the high end of fair value for an unprofitable space stock, priced at 4.1 times trailing sales [11][12].