🚀 Elon Musk sets the record straight on SpaceX's rumored $800B valuation.They're not seeking funding—SpaceX has been cash flow positive for years, with regular stock buybacks for employees and investors. The surge in value comes from Starship's rapid progress, Starlink's market leadership, and key wins in global direct-to-cell spectrum.As a side note: NASA is a valued partner, but they'll represent less than 5% of 2026 revenue. Starlink drives the majority. And those subsidy claims? Unfounded—SpaceX earned ...

Core Insights - The Shenzhen Stock Exchange (SZSE) is advancing reforms in the ChiNext board to enhance inclusivity and adaptability, aiming to better serve the development of new industries, new business formats, and new technologies [1] - In 2024, companies listed on the SZSE achieved over 20 trillion yuan in revenue, with a compound annual growth rate (CAGR) of 8.55% since the 14th Five-Year Plan, and net profits exceeding 800 billion yuan [2] - The ChiNext board is characterized by high growth, with both revenue and net profit growth rates reaching double digits, significantly outperforming the overall market [2] - The SZSE has seen a historical high in shareholder returns, with total dividends reaching 570 billion yuan in 2024 and over 500 companies announcing or implementing mid-term dividends amounting to 130 billion yuan in 2025 [2] - The ChiNext board has a high concentration of high-tech enterprises, with nearly 90% of companies in this category, and a significant presence in strategic emerging industries [2] - R&D investment by ChiNext companies exceeded 700 billion yuan during the 14th Five-Year Plan, with a CAGR of over 11%, leading to substantial innovation and growth [3] - The SZSE is enhancing its product and service systems to create a favorable environment for long-term investments, with the ETF market exceeding 1 trillion yuan and an annualized growth rate of over 50% since 2020 [3] - The SZSE is promoting high-level openness and optimizing cross-border connectivity mechanisms, with significant growth in cross-border products and international investor engagement [4]

Mission Overview - RocketLab launched its 77th Electron rocket from New Zealand [1] - The launch carried JAXA's RAISE-4 (RApid Innovative payload demonstration Satellite-4) [1] - RAISE-4 is a satellite designed for on-orbit demonstrations of 15 components and equipment [1] Community Engagement - The Launch Pad encourages viewers to join their community Discord [1] - The Launch Pad offers membership for early video access and behind-the-scenes content [1] - The Launch Pad operates multiple YouTube channels: The Launch Pad and TLP Space News [1] Social Media Presence - The Launch Pad maintains a presence on X (formerly Twitter) and Facebook [1]

This week, Airbus got a brutal reminder that even the world's most-delivered jet - the A320 - isn't immune to shocks as disparate as solar flares and flawed metal. ...

A Spanish supplier at the heart of a quality lapse involving Airbus' most popular aircraft is being accused by a local workers union of wider manufacturing problems https://t.co/JMCGPCuTUM ...

Group 1: Airline Industry - Citi initiated coverage of United Airlines (UAL) with a Buy rating and a price target of $132, citing a positive setup for airlines with an "elongated mid-cycle" beginning in 2026 [1] - Citi also started coverage of Delta Air Lines (DAL) and American Airlines (AAL) with Buy ratings, while Southwest Airlines (LUV) received a Neutral rating [1] Group 2: Aerospace Industry - Susquehanna initiated coverage of GE Aerospace (GE) with a Positive rating and a price target of $350, highlighting that GE powers three out of every four commercial engine flights globally with an installed base of over 45,000 commercial engines and more than 25,000 military engines, both growing at mid-single digits [1] Group 3: Food Industry - Jefferies resumed coverage of Hershey (HSY) with a Hold rating and a price target of $181, noting that while Hershey has managed cocoa cost pressures through various strategies, the current valuation is near the high end of the stock's ten-year range [1] Group 4: Software Industry - Guggenheim initiated coverage of Monday.com (MNDY) with a Buy rating and a price target of $250, indicating a 64% upside potential as the company transitions to a more sales-led, multi-product and upmarket approach [1] Group 5: Restaurant Industry - Truist initiated coverage of Cava Group (CAVA) with a Buy rating and a price target of $66, stating that Cava is the leading Mediterranean fast-casual concept and is expected to be one of the fastest-growing restaurant chains [1]

Core Insights - Rocket Lab (RKLB) has experienced a significant decline in stock price, dropping from a high of $73 in October to lower levels in November, indicating a lack of investor confidence [1] Company Summary - Rocket Lab's stock performance has been notably poor over the past month, reflecting broader market sentiments and potential challenges within the company [1]

Core Points - CPI Aerostructures, Inc. announced the appointment of Dorith Hakim to the Executive Committee of the Aerospace Industry Association (AIA), which advocates for the U.S. aerospace and defense industry [1][2] - AIA represents a wide range of member companies and focuses on legislative, policy, and technological issues, as well as developing standards for aerospace products [1] - Dorith Hakim emphasized the importance of small businesses in the aerospace sector, noting that CPI Aero represents 96% of AS9100 Series Certified Small Businesses with fewer than 500 employees [2] Company Overview - CPI Aero is a prime contractor to the U.S. Department of Defense and a Tier 1 subcontractor to major aerospace and defense contractors globally [3] - The company provides a range of services including engineering, program management, supply chain management, assembly operations, and MRO services [3] - CPI Aero is recognized for its capabilities in aircraft structural assemblies, military advanced tactical pod structures, engine air inlets, and complex welded products [3]

Core Insights - CPI Aerostructures, Inc. announced the appointment of Dorith Hakim to the Executive Committee of the Aerospace Industry Association (AIA), which advocates for the U.S. aerospace and defense industry [1][2] Group 1: Company Overview - CPI Aero is a prime contractor to the U.S. Department of Defense and a Tier 1 subcontractor to major aerospace and defense contractors globally [3] - The company provides a range of services including engineering, program management, supply chain management, assembly operations, and MRO services [3] - CPI Aero is recognized for its capabilities in aircraft structural assemblies, military advanced tactical pod structures, engine air inlets, and complex welded products [3] Group 2: Industry Representation - Dorith Hakim emphasized the importance of representing CPI Aero, which is part of 96% of AS9100 Series Certified Small Businesses with fewer than 500 employees, in shaping policy alongside larger Prime/OEM A&D companies [2]

Core Insights - Saab and Airbus are in discussions regarding collaboration on unmanned warplane technology, reflecting a growing interest in drone capabilities and shifting alliances in the defense sector [1] Company Developments - The cooperation between Saab and Airbus signifies a strategic move to enhance their positions in the unmanned aerial vehicle (UAV) market, which is experiencing increased demand [1] Industry Trends - The discussions highlight a broader trend in the defense industry towards the integration of drone technology, as companies seek to adapt to evolving military needs and technological advancements [1]