Rocket Lab Corporation

Karman Holdings Inc.

Intuitive Machines, Inc.

Space Agency NASA accused SpaceX of falling behind schedule and admitted that it will allow other companies to compete with Elon Musk's company for the contract, which the latter has already won. It is about the project to deliver astronauts to the Moon, <a href="https://www.bloomberg.com/news/articles/2025-10-20/spacex-delays-forcing-us-to-rethink-musk-s-moon-landing-contract">reports</a> Bloomberg. After this message, the shares of space companies, including those not related to the flights to the Moon, rose in price.

NASA may give SpaceX contract to competitors. Shares of space companies rose

AST SpaceMobile, Inc.

Scotiabank advised selling AST SpaceMobile shares due to the risk of overvaluation amid Starlink's strength

Starlink's competitor rose in price by 254%. Why does the analyst expect a "painful correction"?

NVIDIA Corporation

Tesla, Inc.

Tens of billions of dollars in infusions have become the norm for the AI industry

Nvidia to fund chips for Musk's xAI as part of $20 billion deal - Bloomberg

As communication technologies have evolved, wars over access to information have intensified around the globe, and the emergence of high-speed satellite Internet has brought this struggle to a new height in every sense. The constellation of low-orbit Starlink satellites created by Elon Musk's SpaceX company has suddenly become not just a convenient service, but a tool of geopolitics. The richest man on the planet is not shy about using it.

Space Carrot and Stick: How Satellite Internet Became a Political Weapon

Fermi Inc.

Elon Musk became the first whose fortune reached $500 billion. At the same time, his company SpaceX lost to OpenAI, which received a valuation of a similar amount - $500 billion - after the secondary sale of employee shares for $6.6 billion. Now the ChatGPT developer is the most expensive private company in the world. Thanks to the partnership with OpenAI, the quotes of South Korean Samsung and SK Hynix jumped up. These and other topics are in our review of the key events for the morning of October 2.

Top story for the morning: Musk's fortune hits $500 billion, OpenAI beats SpaceX in valuation

Amazon.com, Inc.

The Bank has named three satellite communications projects that could change the market. Shares of one of them can be bought on the stock exchange

BofA is expecting a $200 billion satellite boom, how can investors capitalize on it?

AT&T Inc.

T-Mobile US, Inc.

Verizon Communications Inc.

Quotes of U.S. telecommunications companies collapsed in trading on September 8 by 2-4%. The occasion was the news that Elon Musk's SpaceX will buy licenses to use the company's radio frequency spectrum for about $17 billion from the satellite company EchoStar.

Shares of telecom giants fall amid SpaceX deal to buy frequencies from EchoStar

Spotify Technology S.A.

Keurig Dr Pepper Inc.

The Boeing Company

Global central banks fear that Donald Trump's pressure on the Fed will not only undermine the independence of the U.S. regulator, but also set an unwelcome precedent for Europe and Japan

Morning in New York: political factors limit the rally

Meta Platforms, Inc.

In mid-August, it became known that OpenAI CEO Sam Altman intends to <a href="https://www.ft.com/content/04484164-724e-4fc2-92a2-e2c13ea639bd">back</a> Merge Labs, a company that is developing a brain-computer interface - a class of technology that allows people to control computers using neural signals from the brain, i.e., actually by the power of thought. This further intensifies competition with his former partner and now rival Elon Musk, who launched a similar startup, Neuralink, in 2016. So far, the technology is being used with the noble goal of helping completely paralyzed people to communicate with the world around them again by controlling computer interfaces. However, both billionaires believe that in the long run, this technology will literally save humanity from extinction.

The great merger: why billionaires are getting in our heads

Firefly Aerospace Inc.

WhiteFiber, Inc.

Heartflow, Inc.

Shares of US Firefly Aerospace, a SpaceX competitor, soared by a third on the first day of trading after listing on Nasdaq. Cryptocurrency exchange Bullish has decided to raise up to $629 million on the New York Stock Exchange. Czech manufacturer of armored vehicles and heavy ammunition CSG is planning an IPO in Amsterdam and is seeking a €30 billion valuation. The main events on the IPO market during the week are in our selection.

Firefly shares soar and crypto exchange Bullish lists: highlights of the IPO by Aug. 11

Nebius Group N.V.

Palantir Technologies Inc.

Intel Corporation

Apple Inc.

AI and fintech are surging in the U.S. market. OpenAI is preparing an employee stock deal that could raise the company's valuation to $500 billion - higher than SpaceX. Apple joined Donald Trump in announcing a $100 billion increase in investments in the U.S., including $2.5 billion in iPhone glass manufacturing. Palantir surpassed $1 billion in revenue for the first time, Nebius Group shares soared 28% after a seven-fold increase in revenue and an increase in guidance. The main events of August 4-8 are in our review;

Highlights of the week: Trump and duties, Palantir breaks records, OpenAI catches up with SpaceX


U.S. space company goes public after historic moon landing


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