Core Insights - Nigeria has granted seven-year satellite permits to Amazon's Kuiper Systems, Israel's NSLComm's BeetleSat, and Germany-based Satelio IoT Services, expanding its satellite operations alongside SpaceX [1] Company Summaries - Amazon's Kuiper Systems has received a seven-year satellite permit from Nigeria, indicating a significant step in its satellite internet initiative [1] - NSLComm's BeetleSat, based in Israel, has also been awarded a seven-year permit, enhancing its capabilities in satellite communications [1] - Satelio IoT Services, a German company, has been granted a similar permit, allowing it to operate in Nigeria's satellite market [1] - SpaceX, owned by Elon Musk, is already among the operators cleared for satellite services in Nigeria, indicating a competitive landscape [1]

We came across a bullish thesis on Planet Labs PBC on Student of Value’s Substack by Student. In this article, we will summarize the bulls’ thesis on PL. Planet Labs PBC's share was trading at $25.32 as of January 13th. Intuitive Machines (LUNR) Climbs 37.7% on Bullish Coverage, PT Upgrade Planet Labs has rapidly transformed from a satellite imagery provider into an AI infrastructure play, driven by a combination of record backlog growth, AI integration, and strategic partnerships. Following its FY26-Q3 ...

Planet Labs (NYSE:PL) FY Conference January 14, 2026 12:45 PM ET Company ParticipantsAshley Johnson - President and CFOConference Call ParticipantsNone - Analyst 3None - Analyst 1Ryan Koontz - Managing Director and Research AnalystNone - Analyst 2Ryan KoontzSure, we're ready to go. Great. Welcome to Needham's 20th Annual Growth Conference. I'm Ryan Koontz. I cover the space sector here at Needham. Real excited to have Planet with us here today. Planet is a leading provider of global daily satellite imagery ...

Core Viewpoint - AST SpaceMobile, Inc. is under investigation for potential violations of federal securities laws following the delay of its BlueBird 6 satellite launch, which has impacted its stock price significantly [1][2]. Group 1: Company Developments - AST SpaceMobile's BlueBird 6 satellite launch was initially scheduled for December 15, 2025, but has been delayed to December 21, 2025, due to prolonged pre-launch integration and testing by the Indian Space Research Organisation (ISRO) [2]. - The company has not yet issued a detailed public statement regarding the reasons for the launch delay [2]. Group 2: Market Reaction - Following the announcement of the launch delay, AST SpaceMobile's stock price fell by $6.51, representing a 9.52% decrease, closing at $61.86 per share on December 17, 2025 [2]. Group 3: Legal Context - Levi & Korsinsky has initiated an investigation into AST SpaceMobile for potential securities law violations, inviting investors who suffered losses to explore recovery options [1][3].

分组1 - AST SpaceMobile (ASTS) has successfully launched its first BlueBird6 satellite on December 24, 2025, marking a significant milestone in its development [1] - The BlueBird6 satellite is notable for its scale and bandwidth, which enables new capabilities in satellite communication [1] 分组2 - The company is entering a new stage of development following the successful satellite launch, indicating potential growth opportunities in the satellite communication sector [1]

继周一股价大涨20%之后，周二，Satellogic(SATL.US)盘前再度涨逾4%，报3.77美元。消息面上，1月12 日，Satellogic宣布与葡萄牙CEiiA签署价值1800万美元的协议，交付两颗MarkV高分辨率卫星，卫星采 用85%以上欧洲组件并计划于2026年第二季度移交所有权。 ...

企查查APP显示，其全称为无线电频谱开发利用和技术创新研究院，位于雄安新区，举办单位为河北雄 安新区工信科技数据局。宗旨为从事无线电频谱开发利用和技术创新工作及相关领域公益事业，其业务 范围包含：围绕无线电管理技术和无线电频谱利用技术开展科学研究、技术创新、成果转化、人才培养 等；申建国家级、省部级重点实验室和创新平台；承接各类科技项目；组织建设孵化转化基地；开展相 关领域公益事业。 据国际电信联盟（ITU），2025年12月中国提交新增20.3万颗卫星的频率与轨道资源申请，其中申请了 19.3万颗卫星资源的 "无线电创新院"引发关注。 （原标题：申请20万颗卫星的无线电创新院宗旨和业务范围公示） ...

Market Performance - The A-share market indices continued to rise, with the Shanghai Composite Index recording a 17-day winning streak, closing up 1.09% at 4165 points [1] - The Shenzhen Component Index increased by 1.75%, while the ChiNext Index rose by 1.82% [1] - The total market turnover reached a historical high of 3.64 trillion yuan, an increase of 492.2 billion yuan compared to the previous trading day, with over 4100 stocks rising [1] Sector Highlights - The AI application sector saw a significant surge, with various AI-related concepts leading the gains, including Kimi, Sora, and multi-modal AI, resulting in multiple stocks hitting the 20% daily limit up [1] - The commercial aerospace and satellite internet sectors also performed well, with over ten stocks, including China Satellite and Aerospace Electronics, hitting the daily limit up following the approval of 200,000 new satellite applications [1] - The software development sector experienced a boost, with Tianrun Technology hitting a 30% daily limit up [1] - Other sectors with notable gains included Beidou navigation, internet services, cultural media, online education, and 6G concepts [1] Underperforming Sectors - Insurance stocks declined, with China Pacific Insurance leading the losses [1] - The real estate development sector weakened, with Sanxiang Impression dropping over 6% [1] - The oil industry, glyphosate, and fertilizer sectors recorded declines [1] Top Gainers and Fund Flows - The internet sector led the gainers with a 9.81% increase, followed by cultural media at 8.96% and software at 7.75% [2] - The education sector rose by 5.94%, while aerospace and military industries increased by 5.82% [2]

Core Viewpoint - WISeKey, along with its subsidiaries WISeSat and SEALSQ, has entered into a strategic partnership with Kaynes Technology's satellite subsidiary KSTPL to manufacture post-quantum secure WISeSat satellites in India, establishing India as a strategic launch hub for satellite operations alongside the United States [3][4][6]. Group 1: Partnership and Collaboration - The collaboration aims to create a new generation of quantum-resilient satellite infrastructure to protect global IoT connectivity from quantum computing threats [4]. - KSTPL will manufacture next-generation WISeSats in India, integrating SEALSQ's post-quantum cryptographic technology and WISeKey's Root of Trust into each satellite [4][8]. - This partnership positions KSTPL as a core manufacturing and launch partner for WISeSat's satellite constellation, enhancing India's role in the global space industry [8]. Group 2: Technological Advancements - WISeSat and SEALSQ are preparing to launch their next-generation post-quantum-hardened secure satellite in 2026, which will serve as a testbed for post-quantum communication protocols from space [5]. - The upgraded WISeSat platform will demonstrate quantum-resistant encryption in orbit, marking a significant advancement in secure satellite-based IoT networks [5]. Group 3: Strategic Implications - Adding India as a launch site provides WISeSat with access to India's growing launch capabilities, enhancing operational resilience and geopolitical neutrality [6]. - The multi-launch-site strategy allows for independent deployment, maintenance, and expansion of the WISeSat constellation across various jurisdictions [6]. - This collaboration establishes a new space-security corridor between Europe, India, and the United States, integrating advanced semiconductor security and sovereign launch capabilities [8][9].

Core Insights - WISeKey International Holding Ltd has partnered with Kaynes Technology's satellite subsidiary KSTPL to manufacture post-quantum secure WISeSat satellites in India, establishing India as a strategic launch hub alongside the United States [3][4][6] Group 1: Partnership and Strategic Goals - The collaboration aims to create a new generation of quantum-resilient satellite infrastructure to protect global IoT connectivity from quantum computing threats [4][8] - KSTPL will manufacture next-generation WISeSats in India, integrating SEALSQ's post-quantum cryptographic semiconductor technology and WISeKey's Root of Trust into each satellite [4][6] - This partnership positions India as a core manufacturing and launch partner for WISeSat's satellite constellation, enhancing the global space-security corridor between Europe, India, and the United States [8][9] Group 2: Technological Advancements - WISeSat and SEALSQ are preparing to launch their next-generation post-quantum-hardened secure satellite in 2026, which will serve as a testbed for post-quantum communication protocols from space [5][6] - The upgraded WISeSat platform will demonstrate quantum-resistant encryption operating in orbit, marking a significant advancement in secure satellite-based IoT networks [5][6] Group 3: Operational and Market Implications - By adding India as a launch site, WISeSat gains access to India's growing indigenous launch capabilities, enhancing operational resilience and geopolitical neutrality [6][8] - The multi-launch-site strategy allows for independent deployment, maintenance, and expansion of the WISeSat constellation across multiple jurisdictions [6][8]