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Varda has two spacecraft in orbit and plans eight more missions over the next year

Varda Space Industries is currently operating two spacecraft in Earth orbit and plans eight additional missions in the coming year, signaling a rapid expansion of its in-space manufacturing and reentry cadence. The plans put execution, spacecraft availability and recovery operations at the center of the company’s next phase.

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CNBC

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Analysts weigh SpaceX’s wireless push against AST SpaceMobile’s launch risks and carrier competition

SpaceX’s planned acquisition of up to 14 MHz of paired 800-MHz spectrum from Grain Management has sharpened investor focus on its satellite-to-phone ambitions. Piper Sandler downgraded AST SpaceMobile to Neutral and cut its price target to $54 from $98, citing deployment uncertainty in 2026–27; Bernstein also downgraded AT&T over SpaceX competition.

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SpaceNews.com

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SpaceX launches more than 6,300 pounds of NASA cargo and two methane-monitoring satellites to the ISS

A Falcon 9 lifted off from Cape Canaveral at 6:33 a.m. EDT on NASA’s 35th commercial resupply mission, carrying more than 6,300 pounds of supplies and hardware to the International Space Station. The launch also deployed GHGSat’s Eleanor and Aidan satellites, expanding its methane-monitoring constellation.

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SpaceNews.com

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Space investment could top $100 billion in 2026 as SpaceX IPO, defense spending and infrastructure drive growth

Global investment in the space economy is projected to exceed $100 billion in 2026 for the first time, with SpaceX’s expected blockbuster IPO, defense spending and infrastructure development cited as key drivers. Separate developments underscore the sector’s widening commercial reach, from Starlink’s spectrum ambitions in U.S. telecom to rapid growth in the UAE’s space economy.

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