Every report in our own archive tagged with this symbol, newest first — fetched from the archive alongside the market data.

• BREAKING STORYBULLISH2026-08-15
  Morgan Stanley Maps Four Catalysts for SpaceX as Trillion-Dollar Revenue Math Draws Scrutiny

  Morgan Stanley flagged four near-term catalysts capable of re-rating SpaceX equity into year-end, sharpening institutional focus on private-market space exposure. Separate analysis stress-tests Elon Musk's implied trillion-dollar revenue ambition, concluding the arithmetic requires Starlink to become a global telecom utility rather than a launch adjacency.

• SPECIAL REPORTBULLISH2026-08-15
  The AI Capex Cycle Broadens: Nuclear, Space and Cloud Partnerships Absorb Capital

  Research flow points to a globalizing, multi-layered AI investment cycle in which power generation, launch capacity and model partnerships are drawing capital that once concentrated in semiconductors. Oklo, Rocket Lab and Amazon feature prominently, even as Oracle's twelve-month total return underscores the sector's dispersion risk.

• SPECIAL REPORTNEUTRAL2026-08-12
  The Space Economy Goes Mainstream As SpaceX Valuation Surge Draws Index Money

  Space Exploration Technologies exposure surged in the latest session, coinciding with rising investor interest in dedicated space-sector benchmarks such as the Syntax Space Industry Index. Bullish enthusiasm around launch cadence, satellite broadband economics and defense adjacency is now colliding with bearish analysis warning that current valuations embed near-flawless execution.

• SPECIAL REPORTBULLISH2026-08-12
  Golden Dome Test Success Reframes the Space-Defense Trade

  A successful Golden Dome test involving SpaceX and Northrop Grumman advances the US layered missile defense program, while Rocket Lab's Neutron debut sets up a potential profitability inflection. The sector is transitioning from speculative narrative to contracted revenue.

• BREAKING STORYBEARISH2026-08-11
  Cash Burn Reckoning: Lucid Downgraded as Speculative Growth Names Face Funding Test

  A cluster of downgrades and mixed prints is exposing the fragility of cash-consumptive growth equities. Lucid was downgraded on the view that its burn rate remains unsustainable even after cost cuts, Hims & Hers shares initially slumped as a wider loss overshadowed a top-line beat, and Rocket Lab is contending with a Neutron launch delay. The Trade Desk, meanwhile, is being characterized as navigating an 'existential crisis' in its core ad-tech franchise.

• MARKET REPORTNEUTRAL2026-08-09
  Rocket Lab Heads Into Monday Night Earnings With Consensus at $232 Million

  Analysts are looking for roughly $232 million in quarterly revenue and about 60% growth from Rocket Lab, which would mark a fifth consecutive quarterly revenue record. The stock rose 9% on Friday ahead of the report.

• MARKET REPORTNEUTRAL2026-08-09
  Investors look to inflation data and Cisco, Super Micro results in the week ahead

  Upcoming U.S. inflation figures and earnings from Cisco, Super Micro Computer, Rocket Lab and Tapestry are among the events on investors' calendars this week.