Watch Falcon 9 launch 29 @Starlink satellites to orbit from Florida https://t.co/r67ia5hJWt ...

Core Viewpoint - A class action lawsuit has been initiated against Firefly Aerospace Inc. for allegedly issuing misleading statements regarding its business operations and growth prospects, particularly related to its Spacecraft Solutions and Alpha rocket program [4]. Group 1: Lawsuit Details - The lawsuit is on behalf of all individuals and entities that purchased Firefly common stock during the class period from August 7, 2025, to September 29, 2025 [3]. - Shareholders are encouraged to contact the Gross Law Firm for possible lead plaintiff appointment, although this is not required to participate in any recovery [1][5]. Group 2: Allegations - The complaint alleges that Firefly overstated the demand and growth prospects for its Spacecraft Solutions offerings [4]. - It is claimed that the company also overstated the operational readiness and commercial viability of its Alpha rocket program [4]. - The lawsuit suggests that these misrepresentations would likely have a material negative impact on the company once revealed [4]. Group 3: Next Steps for Shareholders - Shareholders must register by January 12, 2026, to participate in the class action and will be enrolled in a portfolio monitoring software for updates [5]. - There is no cost or obligation for shareholders to participate in the case [5]. Group 4: Law Firm Background - The Gross Law Firm is a nationally recognized class action law firm dedicated to protecting the rights of investors who have suffered due to deceit and illegal business practices [6].

This is kind of crazy. The Wall Street Journal's got a new report. It's talking about OpenAI chief executive Sam Alman.They say that he's explored putting together funds to either acquire or partner with a rocket company. They claim that this move would position him to compete against Elon Musk's SpaceX. Now, the talks are no longer active.OpenAI is claiming. And now it looks like this was simply an exploratory conversation. But here's my takeaway.The first thing you can't deny, Sam Alman is incredibly ambi ...

Boeing completed its complex acquisition of struggling US aerospace supplier Spirit AeroSystems, taking back a key part of its supply chain as it works to restore quality standards https://t.co/sLXO9riOUF ...

Core Point - Boeing has successfully completed its $4.7 billion acquisition of Spirit AeroSystems, which is the largest independent manufacturer of wings and fuselages in the world [1] Company Summary - The acquisition allows Boeing to regain control over a significant portion of its supply chain, particularly in the production of wings and fuselages [1] - This strategic move is expected to enhance Boeing's operational efficiency and strengthen its position in the aerospace industry [1] Industry Summary - The aerospace industry is witnessing consolidation as major players seek to streamline operations and reduce costs through vertical integration [1] - The acquisition reflects ongoing trends in the industry where companies are focusing on securing critical components to mitigate supply chain disruptions [1]

RT SpaceX (@SpaceX)Falcon 9 launches 28 @Starlink satellites from California https://t.co/aKaUlwk18R ...

Core Insights - SpaceX is currently valued at $800 billion, doubling its valuation from $400 billion just seven months ago, and is on track to become the highest-valued private company in the U.S. [1] - The company is considering an IPO in 2026, marking a potential significant milestone in its nearly 25-year history [1]. - ARK Investment Management predicts that SpaceX's enterprise value could reach approximately $2.5 trillion by 2030, with a compound annual return rate of about 38% starting from a valuation of $350 billion in December 2024 [1][3]. Valuation Predictions - The ARK report outlines three scenarios for SpaceX's valuation by 2030: a base case of $2.5 trillion, a bull case of $3.1 trillion (75th percentile), and a bear case of $1.7 trillion (25th percentile) [4][3]. - The predictions are based on a Monte Carlo simulation that incorporates 17 key variables affecting SpaceX's potential outcomes [5][42]. Business Model and Cash Flow - The report emphasizes a "flywheel" logic where cash flow from the Starlink business supports the iteration of Starship technology, ultimately laying the groundwork for Mars colonization [2][12]. - SpaceX's revenue from Starlink is projected to be around $300 billion annually by 2035, capturing approximately 15% of global communication spending [19]. Technological Assumptions - The valuation heavily relies on the successful rapid reusability of the Starship and the performance of the Optimus humanoid robot [2][42]. - Satellite performance is a critical input variable in the model, influencing revenue generation and capital expenditure [23][24]. Market Dynamics - The ARK model suggests that as Starship reusability improves, the marginal cost of satellite deployment will decrease, enhancing the economic viability of SpaceX's operations [31][28]. - The completion of the Starlink constellation is expected to shift SpaceX's focus and resources towards Mars development [36]. Long-term Vision - SpaceX aims to facilitate multi-planetary living, particularly through the development of infrastructure on Mars, supported by technologies from its other ventures [34]. - The model anticipates that the contribution of Mars-related activities to SpaceX's enterprise value will grow over time, although initial cash flows from these activities may be speculative [36].

Falcon 9 launches 28 @Starlink satellites from California https://t.co/aKaUlwk18R ...

Watch Falcon 9 launch 28 @Starlink satellites to orbit from California https://t.co/9irTvOj2ja ...

Core Viewpoint - Elon Musk refuted claims that SpaceX is raising funds at an $800 billion valuation, stating that such reports are inaccurate [1] Group 1: Financial Performance - SpaceX has generated positive cash flow for several years and conducts stock buybacks biannually to allow employees and investors to sell shares instead of raising new capital [2] - The company's rising valuation is attributed to advancements in Starship and Starlink, as well as securing global direct-to-cell spectrum, which expands its market potential [2] Group 2: Business Developments - SpaceX filed a "STARLINK MOBILE" trademark in October, indicating potential plans for mobile network carrier operations [3] - Musk stated that with Starship, SpaceX is expected to carry approximately 99% of Earth's orbital payload mass once it begins frequent launches, even if competitors increase their launch rates [3] Group 3: IPO Plans - SpaceX, which has remained private for nearly 25 years, has indicated a potential IPO target for late 2026 [4] - Musk expressed interest in taking SpaceX public to provide Tesla supporters the opportunity to own shares of the company, despite acknowledging potential drawbacks [4]