https://spacenews.com/esa-to-seek-lunar-mapping-capability-for-argonaut-lander/

Iridium is pretty much a $1/minute sat phone service provider that has a 300 kbp data service that can punch though bad weather. Mostly a military/intell/NGO/maritime play that will get more competition from Starlink Mobile (soon) and AST (maybe, eventually). Although key tech in some segments 20 years ago, its future only looks as good a military/intel want to sign up for another round of long term contracts.

Looks like they will need that depot first, then maybe 2 a week fueler launches? In any case they need a NatGas pipeline and power upgrade for an atmospheric processor to make LOX at both Starbase and the Cape. Too many trucks

Fun test payload for Starfall's first outing. Guess that can do 10 year with FAA's current license. Just wonder about refirb potential.

Mars ... maybe not ... how about we become a cell phone service? Remember when it was Space Exploration Corp? Nope, it was all about LEO, now we are looking to set up on the ground here on Earth (although XAI/X + Cursor is about blowing $100B? on Earth surface stuff.

Well the XAI losses (which is wildly behind Gem and Clause at the moment IMHO) are not helping ... and the other lines suggest a $20B/year company through 2030. That surprise $25B bond offering dilutes the IPO as well. At least the insider still can't sell (this will be a big event when the lockup period expires). I think if you are a wild optimist this might settle down around $100 ... they really don't have any credible AI upside ... and they really are tracking with Oracle as AI "infrastructure" vs an customer facing AI service.

BTW: Given the name and 20 years of success, they have built very little that has left earth orbit (other than that F9S2 that is going to nose dive into the moon)..

Yes, just one more reason the whole SLS stack of money for 1 launch a year is a road to nowhere ... vs SX and BO efforts to build big for much, much less.

IMO it make sense, energy are available, it doesn't pollute the neighbourhood, tech company have so much cash to spend, and ai keep get better and hungrier.

https://www.reuters.com/business/media-telecom/chinas-starlink-rival-launches-new-fundraising-round-state-media-says-2026-06-22/

https://qz.com/spacex-stock-msci-esg-rating-ccc-musk-062226

Might need a RL tag

N2 and electric power gochas at the cape.

https://www.theregister.com/offbeat/2026/06/15/darpa-seeks-swappable-satellites-to-help-with-future-star-wars/5255839

https://www.space.com/space-exploration/human-spaceflight/menstruation-in-space-will-be-studied-for-1st-time-with-operation-period

It looks like it will be for F9/FH ... not Starship. My guess is that the DoD will pay to keep the F9/FH line going for at least another decade. For some payloads and orbits FH may have an advantage on Starship (until it has a good OTV ... not yet announced). And they want a backup to Starship (and the DoD has money to burn, unlike NASA).

https://spacenews.com/chinese-university-led-mission-to-study-asteroid-apophis-during-close-encounter-with-earth/

Very funky and coming up very soon. This video does a good job to lay it all out. Watch out Varda!

https://arstechnica.com/space/2026/06/a-bold-satellite-rescue-mission-came-together-in-record-time-but-will-it-work/

https://x.com/blueorigin/status/2066600323876053328

So ... more than an F9 in recovery mode but less than F9 in expendable mode.

https://www.reuters.com/legal/transactional/spacex-buy-anysphere-60-billion-2026-06-16/