Our editorial personas synthesise the top stories on this topic into a daily audio brief — curated, not aggregated.
Sinead O’Sullivan tells us that “Morningstar, the loneliest bear in the world, puts [the] fair value [of SpaceX] at $780B, of which about… [$60B] launch…[$550B] Starlink”, and $170B xAI. $1.75T of market capitalization on a 2025 revenue of
Debunking ARK’s Cathie Wood has become something of a perfunctory exercise at this point, yet one I feel compelled to continue for the good of the human race…and for “investors” whose frontal lobes may not be fully developed yet. Critiquing
The first images of a SpaceX Falcon 9 rocket stage impact on the moon’s surface have emerged. The Korea Aerospace Research Institute shared the first photographs captured by its lunar orbiter. South Korea is one of the few nations that curr
The reflex question about this moment — is the bubble bursting? — is the wrong instrument. It flattens a five-dimensional object into a single yes/no and then asks the reader to bet on the coin flip. The more useful question is quieter: wha