CNBC
• Ryan Ermey
Analysts see substantial upside for SpaceX shares even as Bernstein’s forecast of $424 billion in 2028 revenue falls short of the company’s ambitions. Meanwhile, Anthropic’s expected IPO is drawing attention to funds with private-company exposure and raising questions about how SpaceX, Tesla and Anthropic could eventually affect S&P 500 investors.
Commercial Space
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The European Defence Fund has selected French on-orbit transportation startup OSMOS X to lead a coalition examining how European countries can respond to threats in orbit. The article does not specify the consortium’s membership, funding or timetable, but places orbital security and coordinated national response at the center of the study.
Analysts see substantial upside for SpaceX shares even as Bernstein’s forecast of $424 billion in 2028 revenue falls short of the company’s ambitions. Meanwhile, Anthropic’s expected IPO is drawing attention to funds with private-company exposure and raising questions about how SpaceX, Tesla and Anthropic could eventually affect S&P 500 investors.
A Falcon 9 lifted off from California overnight on Oct. 27, carrying 27 additional Starlink satellites to low Earth orbit. The launch adds another batch to SpaceX’s constellation, extending its deployment cadence through a mission launched in the early morning hours.
High activity
North Vector Dynamics has closed a Series A round exceeding $20 million, with one report putting the total above $29 million and company valuation above $90 million. The financing, led by CSG-backed Tech Horizons and including HICO Investment Group and defense-tech fund Archangel, will support production of its CM-70 counter-drone missile.
Cowboy Space has revealed Big Iron, a launch vehicle whose upper stage is designed to remain in orbit and operate as a megawatt-class data center. The concept links launch vehicle architecture with orbital computing infrastructure, making the vehicle’s upper stage part of its intended on-orbit mission.
High activity
NASA said the designs and flight plans for its two commercial crewed Moon landers have changed as the agency works toward a 2028 landing. The agency will decide which provider lands astronauts first, according to a report, making the revised plans relevant to both providers’ development schedules.
Flexell Space has created FLEXELL SPACE FRANCE SAS in Paris, establishing a local base to support ongoing contract and volume-production discussions with European customers. The company says the entity will handle engagement ranging from technical reviews to supply planning.
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