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Space Industry 10 October 2025 - 4 December 2025

Rocket Lab (RKLB) Stock Blasts Off: Japan Launch Deals and Analyst Upgrades Fuel 700% Rally

Rocket Lab (RKLB) soars after Q3 beat: record $155M revenue, stronger margins and 2026 Neutron launch in sight — Nov. 11, 2025

Rocket Lab shares are rallying into Tuesday after the space company posted record third‑quarter revenue, a sharp year‑over‑year margin jump, and fresh milestones on its next‑gen Neutron rocket. The stock rose more than 8% in after‑hours trading Monday and gained about 9% pre‑market Tuesday as investors digested the beat‑and‑raise update and a clearer 2026 path for Neutron. Wall Street Journal+1
SpaceX’s Starship Triumph Sparks Moon Race 2.0 with China – Stocks Take Off

SpaceX’s Starship Triumph Sparks Moon Race 2.0 with China – Stocks Take Off

NASA’s Artemis program is revving back up. After Artemis II slips into 2026, the big prize is Artemis III – the first American moon landing since Apollo. Under the current plan, NASA will launch Orion atop an SLS rocket and then rendezvous with SpaceX’s Starship, which must carry astronauts from lunar orbit to the surface. SpaceX’s recent Flight 11 achieved most of its objectives: the Starship upper stage reached space and deployed payloads, while the Super-Heavy booster performed a soft water landingreuters.com. NASA’s acting chief Sean Duffy praised the mission as “another major step toward landing Americans on the Moon’s south pole”reuters.com.
Europe’s $7.5 Billion Space Alliance: Airbus, Thales & Leonardo Join Forces to Challenge Musk’s Starlink

Europe’s $7.5 Billion Space Alliance: Airbus, Thales & Leonardo Join Forces to Challenge Musk’s Starlink

Europe is finally uniting its space champions. In a landmark agreement announced on October 23, aerospace giants Airbus, Thales, and Leonardo unveiled plans to combine their satellite divisions into a single joint venture worth €6.5 billion in annual salesreuters.com. The move wraps up months of negotiations and seeks to create a European “one-stop-shop” for satellites and space systems that can compete with Elon Musk’s Starlink megaconstellation and other rivalsreuters.com. It’s a strategic play to regain ground in the global space race, where Europe’s once-leading satellite firms have fallen behind the explosive growth of U.S. and Chinese players.
23 October 2025
NASA’s “Astronaut Avatars” – Tiny Organ Chips Poised to Protect Artemis II Crew’s Health

SpaceX’s Moon Mission in Jeopardy as NASA Opens Artemis Contract to Rivals

NASA’s surprise move to reopen the Artemis III lunar lander contract marks a dramatic shift in the U.S. return-to-the-Moon effort. Acting NASA Administrator Sean Duffy – who also serves as U.S. Transportation Secretary – revealed on Monday that NASA will no longer rely exclusively on SpaceX for the planned Moon landing mission. “I’m in the process of opening that contract up,” Duffy said, explaining that SpaceX’s development schedule has slipped too muchreuters.com. SpaceX’s Starship rocket was originally slated to carry astronauts from lunar orbit to the surface in late 2025 or 2026, but multiple testing setbacks forced NASA to push the Artemis III landing to 2027reuters.com. Even that timeline now looks tenuous.
AST SpaceMobile (ASTS) Stock Skyrockets on Verizon Deal – Is Satellite-to-Phone Broadband the Next Big Thing?

AST SpaceMobile Stock Shoots for the Stars on Verizon Deal – What’s Next for ASTS?

Such meteoric gains have made AST SpaceMobile a market darling of 2025. The company – which went public via SPAC in 2021 – is now valued near $30 billionts2.tech, a staggering figure considering its nascent revenue. Investors have piled into ASTS on the promise that it could revolutionize mobile connectivityts2.techts2.tech. Social media forums show retail traders “extremely bullish” on ASTS, which became a trending ticker on Stocktwits as shares rocketed upwardts2.tech. However, the stock’s volatile swings also hint at speculative fervor: after peaking mid-week, ASTS briefly pulled back by ~6% on profit-takingts2.tech, demonstrating that even high-flyers aren’t immune to turbulence.
Virgin Galactic SPCE Stock Surges on Lawsuit Settlement and Purdue Mission News

Virgin Galactic SPCE Stock Surges on Lawsuit Settlement and Purdue Mission News

Virgin Galactic’s share price has been in a prolonged slump, though recent news has sparked a bounce. On Oct. 1, 2025 SPCE closed at $3.42 ts2.tech; by Oct. 16 it had rallied to about $4.89 Investing. The stock traded in a rough range of $3.30–$3.70 through early Oct ts2.tech. Over 2025 the stock is still down roughly one-third, well underperforming the S&P500. SPCE remains extremely volatile.
SpaceX’s Starship Launch Sends Space Stocks Soaring – Historic Test Closes Block 2 Chapter

SpaceX’s Starship Launch Sends Space Stocks Soaring – Historic Test Closes Block 2 Chapter

On Oct 13 SpaceX executed the 11th test flight of its fully-reusable Starship rocket from its Starbase launch facility. The 400‑ft tall rocket roared to life under 33 Raptor engines, lifting its upper-stage above the pad ts2.tech. Two and a half minutes after liftoff the Super Heavy booster separated and began a carefully controlled descent. SpaceX ran a sophisticated landing burn and the booster made a soft splashdown in the Gulf of Mexico about 8½ minutes after launch ts2.tech. This marked SpaceX’s third successful Super Heavy recovery and only the second reuse of the booster ts2.tech. The orbiter stage continued into space, deployed its payload, then returned. About 20 minutes into the flight Ship 38 opened its bay and released eight flat panels simulating Starlink satellites ts2.tech. It then reignited one Raptor for a de-orbit burn – proving it can relight in space for future missions. During reentry the Ship’s heat shield was tested and the vehicle performed a banking turn to orient itself. Approximately 66½ minutes after launch, Ship 38 hit the ocean off Western Australia right on target ts2.tech. SpaceX’s live webcast erupted in cheers; on-camera announcer Dan Huot shouted “Let ’em hear it, Starbase – what a
Momentus (MNTS) Stock Skyrockets on NASA & Solstar Deals – Breakthrough or Bubble?

Momentus (MNTS) Stock Skyrockets on NASA & Solstar Deals – Breakthrough or Bubble?

Momentus shares have been highly volatile. In early October 2025, MNTS popped to $1.93 on Oct 9 before crashing to $1.45 that day stockanalysis.com. By Oct 13 it recovered to $1.43 stocktitan.net. The uptick on Oct 13 coincided with press releases about new NASA and Solstar contracts. In pre-market trading Oct 14, MNTS was trading around $1.82, up roughly +27% on heavy volume stockanalysis.com. Over the past 2 weeks, the stock rose ~6.7%, but year-to-date it is still down ~85% from last year’s highs stockinvest.us.
Rocket Lab Rockets to New Heights on Huge Japan Deals – Is the Boom Sustainable?

Rocket Lab Rockets to New Heights on Huge Japan Deals – Is the Boom Sustainable?

Rocket Lab’s dramatic rise reflects both tech execution and a booming small-satellite market. As of early Oct 2025, RKLB trades near $70, compared to the low-$50s in late September stockanalysis.com. The company’s Electron rocket has delivered reliable launches for dozens of customers this year. Founder Sir Peter Beck calls it “the world’s most frequently launched orbital small rocket” globenewswire.com. Investors and partners point to Electron’s track record: iQPS’s CEO noted that four SAR satellites launched in 2025 “reaffirmed our confidence in the rocket’s reliability,” giving them comfort to book 3 more globenewswire.com.
10 October 2025
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