Satellite   AI   LEO   Commercial Space  
CNBC • Lora Kolodny

SpaceX IPO hinges on Starlink as ARPU slips, mobile growth strengthens, and AI-linked narratives face usage questions

As SpaceX heads toward an IPO, analysts are anchoring the deal largely on Starlink’s subscriber momentum—while flagging investor risks tied to slowing average revenue per user and intensifying competition as the company pushes into more cities and suburbs. The valuation narrative is further complicated by AI/“Grok and X” usage signals that Sensor Tower says are weakening alongside rising Starlink mobile growth.

Bloomberg • Anthony Hughes, Arvelisse Bonilla Ramos

SpaceX Valuation Is Cheap for Space Peers But Pricey as AI Stock

2026-06-11T14:27:13.406147-07:00
JWST   Satellite   Space Exploration & Science Missions   NASA  
Space.com • Samantha Mathewson

James Webb Space Telescope discovers 'galaxy-killing' wind that may explain why some early galaxies lived fast and died young

By Space.com: A “galaxy-killing” wind driven by cosmic mergers may explain why many massive galaxies in the early universe stopped forming stars far earlier than expected, according to new JWST and ALMA observations.

2026-06-11T12:13:05.601319-07:00
AI   Commercial Space   Policy & Regulation  
Bloomberg • Frances Schwartzkopff

SpaceX Treated as ‘Simply Too Risky’ for Funds With Governance Mandates

By Bloomberg: The list of sustainability-focused fund managers opting to blacklist SpaceX is growing, as they contemplate the unprecedented level of control that Elon Musk will hold over the rockets-to-chatbot behemoth.

Also: CNBC, Financial Times, The Independent and 7 more
2026-06-11T07:45:52.938604-07:00
Viasat   Satellite   Space Force   Defense Industry & Major Contractors   Space Defense & Militarization  
CNBC • Michelle Fox

Stocks making the biggest moves midday: EchoStar, Adobe, Oracle, Intel, Sandisk & more

By CNBC: These are the companies making headlines in midday trading. Viasat – Shares were up more than 8% after Viasat announced that the U.S. Space Force awarded it a multi-year contract to deliver a dual-band satellite system under the Protected Tactical SATCOM-Global program.

2026-06-11T09:42:42.983609-07:00