If there is more news about the Joint Venture for Terafab (possibly a new company to run it with Outside capital to help fund it), I’d be very bullish. SpaceX and Tesla both stand to make massive savings on chips if this works, but need partners to pull it off.
SpaceX Posts Three-Day Win Streak; Rocket Lab Breaks Records, Falls 7% After-Hours?
SpaceX rose 4.23% Monday, extending a three-session rally post-lockup expiration as the sole standout in space stocks. Rocket Lab slipped 3.37% intraday and another 6.92% after-hours despite record quarterly revenue of $234M, up 62% year-over-year, as an EPS miss of -$0.08 overshadowed the beat — sellers called it 'record results, sinking stock.' AST SpaceMobile posted revenue of $31.5M with EPS of -$0.77, falling 4.42%. With the sector leader strengthening on positioning while second-tier names fail to be rewarded on earnings, has this space rally truly restarted?
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