February 19, 2026 04:54 PM GMT Space | North America Varda Space: Space Manufacturing, Pharma Made in Orbit One day, your doctor's prescription may have been produced in the microgravity of space. The benefits of manufacturing complex compounds in space have been documented for decades, but never commercialized. Please note that we are reposting due to earlier technical issues with file size. Is the Space Economy about to get a pharmaceutical sector? Morgan Stanley does and seeks to do business with compani ...

该公司的原型机于今年夏季搭乘SpaceX火箭发射升空，旨在测试太空环境如何提升材料性能。在微 重力环境下，半导体原子可以形成近乎完美的晶体结构，而地球上空的真空环境则几乎完全消除了空 气中颗粒物的污染。这种组合有望生产出结构均匀性更高、电子效率更强的材料。 "我们现在所做的工作使我们能够在太空制造出比我们今天在这里制造的纯度高出 4000 倍的半导 体，"太空锻造公司首席执行官乔什·韦斯特恩告诉 BBC。 他指出，这种高纯度材料对现代基础设施具有实际意义，从 5G 基站到电动汽车充电系统和下一代飞 机。 该公司总部位于卡迪夫，自卫星发射以来，一直持续监测和验证卫星的性能，并将此次任务视为一次 在轨技术演示。 有效载荷操作负责人维罗妮卡·维埃拉分享了来自内部摄像系统的图像，图像显示炉内有明亮的等离 子体发射：一种被加热到大约 1000°C 的气相，这是启动高温材料加工的关键条件。 维埃拉形容看到这张照片是"我人生中最激动人心的时刻之一"，并指出在微重力环境下实现稳定的等 离子体生成对公司的发展路线图意义重大。她补充说，这项测试证明了Space Forge公司实现其长期 目标——在太空制造——的"核心要素"，也初 ...

Varda says it has proven space manufacturing works — now it wants to make it boring https://t.co/s7ROLtdAZC ...

Group 1: SpaceX and Project Kuiper - SpaceX is preparing for the first of three planned launches for Project Kuiper, with the initial Falcon 9 rocket launch scheduled for early Wednesday morning to deploy Amazon's Project Kuiper satellites [5] - The upcoming launches are part of a broader initiative to support the deployment of Project Kuiper satellites [5] Group 2: Rocket Lab and Neutron Rocket - Rocket Lab has selected Bollinger Shipyards to construct the ocean landing platform for its Neutron reusable rocket, named 'Return On Investment' [3][4] - The 'Return On Investment' platform will feature propulsion systems for position maintenance, thermal protection systems, and technology for securing and processing the Neutron rocket, expected to be operational by 2026 [4] Group 3: Office of Space Commerce Funding - Over 450 U.S. space, satellite, and defense companies are advocating for the Office of Space Commerce's funding to remain at $65 million in the 2026 appropriations bill, emphasizing its role in shaping space commerce policy and advancing the U.S. commercial space industry [2] Group 4: Intuitive Machines and Semiconductor Manufacturing - Intuitive Machines has partnered with Space Forge to produce defect-free seed crystals in space, highlighting the performance benefits of manufacturing semiconductors in space [6][7] - The partnership aims to develop a reliable Earth return capability for the produced materials [7] Group 5: AST SpaceMobile Stock Performance - AST SpaceMobile has been trending as one of the top stocks, with a notable increase of over 22% in stock price over the past month, despite the absence of specific company news [8]

Core Viewpoint - Rocket Lab is experiencing a recovery in its stock price following a series of positive press releases, but concerns remain about its valuation and future earnings potential [1][3]. Group 1: Stock Performance and Valuation - Rocket Lab's stock price is currently just under $26, reflecting a 9% increase since the earnings miss on May 8, but is still 20% below its January intraday high [1]. - The company is valued at approximately $12 billion, translating to an earnings multiple of 11 times projected earnings based on future revenue estimates [4]. - Analysts predict Rocket Lab will achieve $3.5 billion in annual revenue and $1.1 billion in profit within five years, but current forecasts indicate a loss of $193 million for the year [3][5]. Group 2: Earnings and Market Sentiment - The stock's current valuation is based on forward earnings, which may not materialize as expected, leading to a high trailing sales multiple of over 27 times [5][6]. - Rocket Lab's stock price is heavily influenced by market sentiment and headlines, making it behave like a momentum stock [8]. - The anticipated launch of the Neutron reusable rocket is seen as a significant catalyst, but any delays could negatively impact the stock price without affecting long-term growth prospects [9][10]. Group 3: Investment Considerations - The current stock price may be too high, but there is potential for it to decrease, presenting a more attractive buying opportunity in the future [7]. - A decline in stock price due to negative news could create a favorable entry point for long-term investors [10][11].