SpaceX

Cathie Wood estimates a fully utilized Starship launch could generate about $1 billion in long-term revenue for Starlink, implying a total potential of around $10 billion. Her assumption is based on Starlink V3, which can carry up to 60 satellites with roughly 61 Tbps of downlink capacity—significantly more than a Falcon 9 launch. Flight 14 is expected to reach stable Earth orbit and deploy 26 Starlink V3 satellites on Sept. 22; Elon Musk described Wood’s assessment as “not impossible.” » More on finanzen.net

The SpaceX IPO raised around $86 billion and lifted global issuance volume in the first half to about $186.8 billion. The number of IPOs nonetheless fell; in Germany there were three listings (ASTA Energy, VINCORION, Gabler) with very different price trajectories. ASTA Energy has more than doubled since the IPO, VINCORION and Gabler are trading close to their issue price, and the planned KNDS deal was canceled at short notice. Investors should judge IPOs by business model, order book and deal structure rather than by headlines alone. » More on finanzen.net

The US has publicly confirmed for the first time that it has deployed weapons in space; the statement serves as a deterrent and supports a $71.3 billion budget request for the Space Force in 2027. The largest open line item is the SB-AMTI satellite network; SpaceX received contracts worth $4.16 billion for that plus $2.30 billion for the Space Data Network. The budget amount has been requested but not yet approved; decisions depend on the midterm elections and the expiration of the continuing resolution in December. In addition to SpaceX, Rocket Lab and Lockheed Martin also stand to benefit from military contracts for data networks and early-warning satellites. » More on deraktionaer.de