Turkey’s bid to buy Eurofighter Typhoon jets has won support from all consortium members, the UK said, raising prospects for a deal previously blocked by Germany https://t.co/biQY4uP7jr ...

从收盘情况来看，有两大积极信号值得关注： 一是，市场仍然在涨。 6月30日，三大指数震荡走强。上证指数收涨0.59%，创业板指涨1.35%。 板块来看，军工股火力全开；半导体产业链走强，光刻机方向领涨；光伏、稀土永磁、稳定币、AI应用、机器人、创新药概念股活 跃。银行、券商、油气板块走弱。 全市场超4000股上涨。沪深两市全天成交额1.51万亿元，较上个交易日缩量583亿。 今天，A股上半年的行情正式收官。 | 名称 | 涨跌幅 | 年初至今 | | --- | --- | --- | | 万得微盘股 | 1.60% | 43.29% | | 北证50 | 0.52% | 39.45% | | 中证2000 | 1.54% | 15.24% | | 中证1000 | 1.26% | 6.69% | | 中证500 | 0.88% | 3.31% | | 上证指数 | 0.59% | 2.76% | | 科创50 | 1.54% | 1.46% | | 创业板指 | 1.35% | 0.53% | | 深证成指 | 0.83% | 0.48% | | 中证A500 | 0.62% | 0.47% | | 沪深3 ...

8 7 6 5 4 Command start. 2 1 Z mission. And New Shepard has cleared the tower.Beautiful shot. Starting roll program. NS33.We are on our way. 30 seconds. Now you can note on the left hand side of this of your screen.If you want to follow along, you can. You can note the speed, the altitude, and all the major milestones coming up here in just a moment. At this point, BE3 is at 100% power level.We are gaining speed and altitude very quickly. Now, despite the cloud cover, we are tracking New Shepard. Great shot ...

June 24, 2025 04:00 AM GMT Sustainability & European Defence Defence in Sustainability: Mapping AI's Role European Defence sits at the intersection of two of Morgan Stanley's four key themes: Multipolar World and Tech Diffusion, and increasingly Sustainability. Weapons exclusions may be easing, but there is no consensus on what is in scope. European rearmament has AI at its core; NATO's AI military spend could reach ~$112bn by 2030. We evaluate corporate readiness across the sector, ethical considerations a ...

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].

Core Insights - Rocket Lab's stock experienced a significant increase of 17.8% this week, outperforming the S&P 500 index, which rose by 3.4% [1][2][4] Market Context - The broader market was influenced by a new ceasefire between Israel and Iran, reducing geopolitical volatility, and investor expectations of a more dovish Federal Reserve stance on interest rates [2] - The space industry is seeing rising excitement around defense applications, contributing to the bullish sentiment for Rocket Lab [2] Company-Specific Developments - Rocket Lab secured a new contract with the European Space Agency (ESA) for two satellite launches, with the first launch potentially occurring as early as December [5] - The company achieved a milestone by successfully launching its 67th and 68th Electron rockets, marking its fastest turnaround between launches [6] - Rocket Lab's current market capitalization stands at approximately $16.3 billion, with a valuation of about 28.5 times this year's expected sales [7]

The US ambassador to Turkey said a resolution to a long-running F-35 dispute between the NATO allies is possible by year-end https://t.co/btMioIhfs6 ...

All of the Starship launches since 2019.Insane to see SpaceX iterate at this pace.https://t.co/ZgeqvQhgW4 ...

“Starship is a big rocket. It's capable of at least 100 tons and probably closer to 200 tons of useful payload to the surface of the moon. So, we have designed it to be far in excess of NASA's requirements.”Elon Muskhttps://t.co/nImsfjDAXc ...

Satellites usually suffer one of two fates: a fiery demise in Earth's atmosphere or becoming part of the orbiting satellite graveyard.But Lux Aeterna, a startup that just exited stealth, has designed a reusable satellite that can launch and land.There's an added benefit beyond savings and sustainability too: satellites that can return to Earth can be updated or refitted for different purposes. And the current plan is for the first satellite, Delphi, to launch on a SpaceX Falcon 9 rocket in 2027.Learn more h ...