Barron Trump is stepping into his own style, and his latest look is a striking departure from the polished image he's long shared with dad Donald Trump.
The youngest child of the President of the United States might be trying to carve out his own identity in his father's town, Washington, D.C. Barron, 20, is currently a junior at New York University's satellite campus, so it makes sense for him to play with his sense of style. In recent snapshots published by ***** o!, Barron has ditched the slicked-back hair for a more casual 'do.
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The artfully tousled hair was paired with a noticeably dressed-down look too. Instead of the tailored suits he wears to his father's events, he went with a business casual outfit: khakis, a white Ralph Lauren polo shirt, and a black backpack. It's rare to see the president's son captured by paparazzi outside of official White House functions.

#look #hair #donald #president

Elon Musk has never shied away from ambitious timelines, and his most recent one connects two companies directly together. In a post on X dated September 13, Musk stated that he is "highly confident" that **** e Exploration Technologies Corp. (NASDAQ:SPCX) will transport NVIDIA Corporation (NASDAQ:NVDA) Vera Rubin NVL72 AI computers into orbit next year, repeating a plan that has already moved both companies' stock this year.
The comment strengthens **** eX's Starmind concept, which aims to establish AI data centers in orbit rather than on the ground. The first satellite, named Starmind AI1, will carry a **** e-optimized version of NVIDIA's Vera Rubin NVL72 rack-scale system. The standard terrestrial NVL72 combines 72 Rubin GPUs and 36 Vera CPUs, although **** eX and NVIDIA have not disclosed the final configuration of the orbital version. **** e Exploration Technologies Corp. (NASDAQ:SPCX) plans to launch the satellite in the fourth quarter of 2027 and reach substantial scale by 2028. Musk's plan isn't new; during **** eX's first earnings conference as a public company in August, he stated that the company would build exclusively on NVIDIA hardware in the future, calling the Vera Rubin architecture the best available AI computer design.
Musk's central point is that **** e is, in the long run, the most cost-effective area to develop AI computing. He cites solar power availability in orbit as a crucial advantage, and estimates that within two to three years, **** e might become the lowest-cost place for AI computing in general, describing the orbital architecture as simpler, less expensive, denser, and lighter than a standard data-center rack. Not everyone believes the physics and economics will align on Musk's timeframe. Microsoft President Brad Smith has publicly questioned the broader concept, telling reporters that he would be surprised if companies actually transferred computation from land to low-Earth orbit.
For NVIDIA Corporation (NASDAQ:NVDA), the read-through is simple: **** e-based computing would represent a new, if early-stage and speculative, source of demand for its Vera Rubin platform, on top of the company's strong position in terrestrial AI infrastructure. According to some **** yst models, **** eX accounts for approximately 5% of NVIDIA's revenue.
SpaceX's reasoning is more convoluted. The plan is entirely dependent on the success of Starship, **** eX's next-generation rocket system, which still needs to demonstrate its capacity to handle launch frequency and reliability on the scale Musk describes. When Musk said during **** eX's August earnings call that the company would build its future AI infrastructure exclusively on NVIDIA, NVDA shares rose more than 4%, while **** eX's shares fell more than 10% before paring losses, reflecting investor concerns about execution risk and capital intensity, despite the fact that the NVIDIA relationship was well received.

#Companies

Musk predicts Starlink (SPCX) could carry a majority of global internet within 10 years, powered by a 100x bandwidth increase from V3 satellites.
Enterprise revenue surged 108%, fueled by airline deals with American Airlines (AAL) and Southwest (LUV) and over $6 billion in Starshield contracts.
Just released. Our ****** ysts combed the entire stock market and named the ten best stocks to buy right now, and ****** eX made the cut. Enter your email to see the other nine names and why SPCX earned its spot. The report is free. Enter your email and see the full list.
On the August 4, 2026 earnings call, ****** eX (NASDAQ:SPCX) chief executive Elon Musk predicted Starlink could carry the bulk of global internet traffic within 10 years, driven by a next-generation satellite that multiplies delivered bandwidth dramatically.
This morning, in a post on X, he expanded on just how big that could be:

#starlink #enter #internet

The temporary closure of the key onshore pipeline Saudi Arabia uses to bypass the Strait of Hormuz has added another shock to an oil market already struggling with six months of Middle East supply disruptions.
And the damage now appears to be more extensive than initially believed.
Three pumping stations along Saudi Arabia's East-West pipeline were damaged in last week's attack, Reuters reported on Thursday, citing satellite imagery and industry sources. Earlier ***** sments had identified damage at two stations. Three sources told Reuters that repairs could take five to six weeks, although partial pumping could resume sooner.
Before the attack, the system was moving between 4 million and 5 million barrels per day (bpd), equivalent to roughly 4%–5% of global oil supply. Its total capacity is around 7 million bpd, including approximately 2 million bpd supplied to refineries.
Saudi Arabia shut the pipeline following multiple attacks on September 10. Satellite imagery previously published by MizarVision showed extensive fire and structural damage around pumping stations along the route.

#million #pumping #arabia

Elon Musk is getting serious about putting artificial intelligence (AI) into orbit. The ***** eX (SPCX) CEO is reportedly confident the company can launch Nvidia (NVDA) powered AI systems into ***** e in 2027. ***** eX and Nvidia are working on a ***** e-optimized version of Nvidia's Vera Rubin NVL72 platform, and Musk says the system should be lighter, denser, and cheaper than a traditional data-center rack. That matters because ***** eX is trying to turn orbital computing into a major business, while Nvidia could gain another market for its AI hardware.
The opportunity is much bigger than a headline. ***** eX could eventually sell computing capacity from satellites just as it sells broadband through Starlink. Meanwhile, Nvidia could supply the chips behind that infrastructure. Investors should still remember that this is an emerging business, and commercial scale is not expected immediately. Still, the plan gives both companies another way to capitalize on the AI spending boom.
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#NVIDIA #SpaceX #much #still

SPCX trades at $151.89, up 5.86%, as Musk claims next-gen V3 satellites will push Starlink's total bandwidth 100x above today's levels.
Musk argues that even if revenue per bit drops tenfold, the V3 upgrade still produces a 10x increase in Starlink's total revenue.
Starlink's ARPU has already fallen from $85 to $66, and roughly 1,000 V3 satellites must launch before service meaningfully improves, expected Q2 next year.
Just released. Our **** ysts combed the entire stock market and named the ten best stocks to buy right now, and **** eX made the cut. Enter your email to see the other nine names and why SPCX earned its spot. The report is free. Enter your email and see the full list.
Elon Musk used a post on X to argue that the next generation of Starlink satellites now beginning deployment will eventually push the constellation's total bandwidth to more than 100 times what the roughly 11,000 satellites currently in orbit deliver today. That is a capability claim from the company's chief executive, not audited performance data, and investors in **** eX (NASDAQ:SPCX) should treat it that way. Still, it is the kind of claim that reframes how you think about the biggest revenue engine inside the business.

#musk #satellites #still #push

By Akash Sriram
Sept 16 (Reuters) - Impulse ***** e has raised $308 million in an extension of the Series D funding round, the startup building ***** ecraft ‌to move satellites and other payloads said on Wednesday, as it ‌looks to serve a backlog from commercial and government customers.
The extension valued the company at $5.6 billion, according to a source close to the company. ***** eX's $86 billion IPO in June has bolstered investor enthusiasm for the ***** e sector, helping improve the fundraising environment for companies such as Impulse.
The extension brings Impulse's Series D financing to $808 million, following a $500 million ‌round announced in June that ⁠valued the company at $4.26 billion.
The company also hired Vizio executive Adam Townsend as chief financial officer, as it scales production and ⁠works to turn a growing backlog of government and commercial contracts into revenue.

#impulse #space

Alluvium ****** et Management, an ****** et management company, released its "Conventum – Alluvium Global Fund" second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined 1.4% in EUR terms, 2.2% in USD terms, and 3.9% in AUD terms. Portfolio results were mixed, with Alphabet benefiting from strong Cloud growth, while Robert Half, H&R Block and other holdings posted solid gains. However, cable businesses and several healthcare and consumer holdings weighed on performance. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Conventum – Alluvium Global Fund highlighted Charter Communications, Inc. (NASDAQ:CHTR). Charter Communications, Inc. (NASDAQ:CHTR) is a US-based broadband connectivity company. On September 15, 2026, Charter Communications, Inc. (NASDAQ:CHTR) closed at $141.20 per share. Over the past month, Charter Communications, Inc. (NASDAQ:CHTR) declined 7.39% and its shares lost 47.32% over the past 52 weeks. Charter Communications, Inc. (NASDAQ:CHTR) has a market capitalization of $24.73 billion and its stock has traded within a 52-week range of $111.55 and $285.82.
Conventum – Alluvium Global Fund stated the following regarding Charter Communications, Inc. (NASDAQ:CHTR) in its Q2 2026 investor letter:
"Charter Communications, Inc. (NASDAQ:CHTR) and its tracking stock Liberty Broadband fell 34.1% and 33.7% following the release of Charter's results in April. It seems the market is understandably concerned with the average revenue per user (ARPU) being flat, and the continual loss of internet customers. Competition is intense from both fixed wireless providers and low earth orbit satellite (Starlink). Compared to Charter's cables, these are higher cost and more capacity constrained. Charter's flat ARPU is the result of its decision to provide a demonstrably better offering at a low price - so why is it losing so many internet customers? We do not know the answer. We do know though that it is growing its mobile subscribers at a much faster rate than it is losing its internet customers, and more than half of its residential customers subscribe to more than one product. We also see positives stemming from the pending ****** acquisition, and indeed management increased expected synergies by 60%. It seems to us that the broader market has extrapolated current conditions to perpetuity..." (Click here to read the full text)

#fund

Rocket Lab (RKLB) stock has traded between $39.48 and $150.23 over the past 52 weeks. It now sits about 58% below its 52-week high, and anyone who bought twelve months ago is still up about 19%. None of that tells you what you would be buying today. Rocket Lab sells two quite different things, and the one its name points at is the smaller of them.
In Q2 2026 the ****** e Systems segment brought in $189.5 million. Launch Services brought in $44.6 million, down 30% from the previous quarter despite a similar number of launches. Management attributes that drop to accounting rather than lost work, because revenue from those launches is recognized over time and much of it had already been booked.
So Rocket Lab earns most of its revenue building satellites and their parts. Electron flew its 16th mission of 2026 in September. Launch is a real franchise, and it is not where most of the money comes from.
The stock trades at 52 times sales, against 3.1 for the S&P 500, on revenue of about $0.8 billion over the trailing twelve months. At this valuation, investors are largely pricing in future execution on the Neutron medium-lift rocket and the financial impact of the pending Iridium acquisition, rather than current satellite production alone. Management targets delivery to the pad in Q4 2026, and says the window for a launch before the end of 2026 is narrowing.
And you are paying for Iridium, which Rocket Lab has agreed to buy and expects to close in mid-2027. Iridium, a global satellite communications network, serves more than 2.5 million subscribers and delivered over $870 million of revenue in its past year. That is more than Rocket Lab's whole trailing twelve months. Management calls it a relatively slow-growing business that brings profit rather than a hole in the income statement.

#million #management #revenue

Once upon a time, the 'space race' meant the grand strategic competition between the USA and the USSR to gain control of the heavens. The superpowers designed and built satellites, manned capsules, orbital **** ecraft and long-endurance **** e stations, and NASA even sent the Apollo landers to put men on the Moon.
Today, the **** e race is heating up again, but in a very different way. Yes, the governments are still involved – NASA's Artemis program is targeting the Moon, the Russians have a Soyuz escape ship docked at the International **** e Station, and other powers such as the EU, China, and India have large-scale **** e programs. But the real difference – and a lot of the innovation – is coming from commercial players working alongside government **** e agencies.
This past summer, Elon Musk's **** eX went public, in Wall Street's largest ever IPO. The company is pioneering reusable large rockets, and has already made history with privately launched and/or publicly funded missions of the Falcon 9 rocket and Crew Dragon capsule.
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#once

Rocket Lab surged 3% after a $1.944 billion equity offering eliminated the need for a $3.6 billion bridge loan to fund its Iridium acquisition.
The Iridium deal adds recurring satellite communications revenue to Rocket Lab's launch and ***** ecraft businesses, creating a more vertically integrated ***** e company.
The offering added 29.3 million shares, raising dilution concerns as Rocket Lab integrates Iridium while developing Neutron and awaiting mid-2027 regulatory approval.
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Rocket Lab Corporation (NASDAQ:RKLB) stock is rising 3% to $64.14 in Tuesday morning trading as investors respond to progress on the company's planned acquisition of Iridium Communications. Rocket Lab completed a $1.944 billion at-the-market equity offering, giving Rocket Lab enough financing to cover the cash portion of the roughly $8 billion transaction and related costs.

#iridium #billion #offering

The aerospace industry is evolving as Boeing (NYSE:BA) attempts a massive operational turnaround while Rocket Lab (NASDAQ:RKLB) rapidly expands its footprint across the global ******* e economy.
Boeing remains a dominant force in commercial aviation and defense, whereas Rocket Lab specializes in small-satellite launches and ******* ecraft components. Investors often compare them to decide between an established giant recovering from crisis and a high-growth challenger in the private ******* e sector.
Boeing operates as a massive player among defense stocks and commercial aviation leaders, manufacturing everything from the 737 Max to advanced military rotorcraft. The company generates revenue through commercial aircraft sales, defense contracts with the U.S. Department of Defense and NASA, and global services. Customer concentration like this adds a layer of risk to the business. In 2025, the company acquired Spirit AeroSystems to address long-standing quality issues, providing transition services to other buyers like Airbus (OTC:EADSF).
In FY 2025, revenue reached nearly $89.5 billion, representing a growth of roughly 34.5% over the previous year. The company reported a net income of approximately $2.2 billion, a significant recovery from the net loss of nearly $11.8 billion in FY 2024. This improvement in the net margin to 2.5% suggests the company is beginning to stabilize its bottom line after years of heavy losses.
As of its December 2025 balance sheet, Boeing carries a debt-to-equity ratio of nearly 10.0x, a measure comparing total debt to shareholder equity that indicates a heavy reliance on borrowing. The company reported a current ratio of nearly 1.2x, which measures a company's ability to cover its short-term debts with liquid ******* ets. Note that stock-based compensation represented roughly 40% of operating cash flow, which inflates reported cash generation since SBC is a non-cash expense added back in the cash flow statement. The company also generated a negative free cash flow of approximately $1.9 billion, representing operating cash minus spending on physical ******* ets.

#boeing #nearly #rocket

WASHINGTON (AP) — The United States has confirmed for the first time that it has deployed weapons in ******* e, a remarkable revelation after previous warnings about countries such as Russia possibly weaponizing a global frontier long agreed in treaties to be used for only peaceful purposes.
Air Force Secretary Troy Meink said Monday that the U.S. has fielded "on-orbit ******* e control weapons capable of defending the Joint Force against hostile adversary action."
Meink did not detail what the weapons were, how they work or if they were targeting other objects in ******* e or on Earth. The U.S. had warned two years ago that Russia was developing a new ******* e-based, anti-satellite weapon, though the White House said the danger wasn't imminent at the time.
But reports of the anti-satellite weapon reflected longstanding worries about ******* e threats from Russia and China, given that much U.S. infrastructure is dependent on satellite communications. The U.S. has also previously demonstrated its own abilities to shoot down satellites from Earth.
In his remarks to the Air and ******* e Forces ******* ociation's Air, ******* e & Cyber Conference, Meink also said the Air Force was adding more autonomous systems to its capabilities and predicted the service would look "radically different" by 2032. For example, he foresaw one-way attack drones replacing artillery as the "primary killer."

#space #earth

By Akash Sriram
Sept 16 (Reuters) - Impulse ***** e has raised $308 million in an extension of the Series D funding round, the startup building ***** ecraft ‌to move satellites and other payloads said on Wednesday, as it ‌looks to serve a backlog from commercial and government customers.
The extension valued the company at $5.6 billion, according to a source close to the company. ***** eX's $86 billion IPO in June has bolstered investor enthusiasm for the ***** e sector, helping improve the fundraising environment for companies such as Impulse.
The extension brings Impulse's Series D financing to $808 million, following a $500 million ‌round announced in June that ⁠valued the company at $4.26 billion.
The company also hired Vizio executive Adam Townsend as chief financial officer, as it scales production and ⁠works to turn a growing backlog of government and commercial contracts into revenue.

#company

When people picture ***** e Exploration Technologies (NASDAQ: SPCX), the first things that likely come to their minds are its reusable Falcon rockets. What investors may not fully grasp is that ***** eX is building a three-headed machine across launch, satellite internet, and artificial intelligence (AI) computing.
Currently, ***** eX boasts a market capitalization of just under $2 trillion. The question I am wondering is whether the AI pillar can stretch that value toward $3 trillion without the broader story falling apart.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The short answer to that question is yes, it's possible. But it's not guaranteed. ***** eX's path to a $3 trillion market cap would have to run through cash flow that thus far has come from just one side of the business, but that now has a second engine quietly warming up.
The ***** e business was ***** eX's original foundation. This segment specializes in launching rockets -- the Falcon 9 and Falcon Heavy -- that carry NASA crews and cargo, as well as private company payloads.

#rockets

Alluvium **** et Management, an **** et management company, released its "Conventum – Alluvium Global Fund" second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined 1.4% in EUR terms, 2.2% in USD terms, and 3.9% in AUD terms. Portfolio results were mixed, with Alphabet benefiting from strong Cloud growth, while Robert Half, H&R Block and other holdings posted solid gains. However, cable businesses and several healthcare and consumer holdings weighed on performance. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Conventum – Alluvium Global Fund highlighted Charter Communications, Inc. (NASDAQ:CHTR). Charter Communications, Inc. (NASDAQ:CHTR) is a US-based broadband connectivity company. On September 15, 2026, Charter Communications, Inc. (NASDAQ:CHTR) closed at $141.20 per share. Over the past month, Charter Communications, Inc. (NASDAQ:CHTR) declined 7.39% and its shares lost 47.32% over the past 52 weeks. Charter Communications, Inc. (NASDAQ:CHTR) has a market capitalization of $24.73 billion and its stock has traded within a 52-week range of $111.55 and $285.82.
Conventum – Alluvium Global Fund stated the following regarding Charter Communications, Inc. (NASDAQ:CHTR) in its Q2 2026 investor letter:
"Charter Communications, Inc. (NASDAQ:CHTR) and its tracking stock Liberty Broadband fell 34.1% and 33.7% following the release of Charter's results in April. It seems the market is understandably concerned with the average revenue per user (ARPU) being flat, and the continual loss of internet customers. Competition is intense from both fixed wireless providers and low earth orbit satellite (Starlink). Compared to Charter's cables, these are higher cost and more capacity constrained. Charter's flat ARPU is the result of its decision to provide a demonstrably better offering at a low price - so why is it losing so many internet customers? We do not know the answer. We do know though that it is growing its mobile subscribers at a much faster rate than it is losing its internet customers, and more than half of its residential customers subscribe to more than one product. We also see positives stemming from the pending **** acquisition, and indeed management increased expected synergies by 60%. It seems to us that the broader market has extrapolated current conditions to perpetuity..." (Click here to read the full text)

#fund

Interested in American Tower Corporation? Here are five stocks we like better.
2026 is expected to be American Tower's organic growth trough, with tenant billings growth projected to accelerate in 2027 as Dish Network churn fades and carrier network investment improves.
Future demand could be supported by 5G capacity expansion, higher-band spectrum, AI-driven uplink traffic and eventual 6G deployments. CoreSite's data-center business is also benefiting from rising bandwidth and cloud-interconnection demand.
American Tower is targeting 200–300 basis points of tower-business margin expansion and mid- to upper-mid-single-digit long-term AFFO-per-share growth, while Dish litigation and a Mexico arbitration could provide additional upside if resolved favorably.
AST ****** eMobile Looks to Extend Its 30-Day FCC Satellite Testing Window

#Growth #expansion #interested

Digital Realty Trust, Inc. (NYSE:DLR) announced the opening of its 6.4-megawatt NBO2 data center in Nairobi on September 7, expanding the campus alongside NBO1. The opening coincides with subsidiary iColo's transition to the parent's brand in Kenya and Mozambique.
The attraction extends beyond additional server ****** e. Customers can access the campus's community of more than 100 networks, two internet exchanges and a satellite teleport, which connects terrestrial networks with satellite services. These are connectivity options, not a disclosure of NBO2's leased capacity or customer count.
For Digital Realty Trust, Inc. (NYSE:DLR), the opportunity is to turn that concentration of networks into recurring customer relationships. The opening announcement did not disclose development cost, pre-leasing, occupancy, or expected revenue, leaving the financial payoff unresolved.
Interconnection can give customers a reason to choose a facility beyond price. Physical connections between customers and network providers can reduce latency and support more reliable data exchange. For businesses serving several markets, having carriers and partners close together can simplify how traffic moves between them.
That creates a potential network effect for Digital Realty Trust, Inc. (NYSE:DLR). More useful connections can attract additional customers, making the location more valuable to others. Once customers build several connections into their operations, relocating can become more disruptive. The resulting retention advantage could support recurring revenue, although it remains an investment thesis rather than a demonstrated NBO2 result.

#digital #connections

American Century Investments, an investment management company, released its first-quarter 2026 investor letter for the "American Century Investments Focused Dynamic Growth Fund". The letter can be downloaded here. U.S. stocks advanced sharply with double-digit quarterly gains largely due to robust earnings, resilient economic data, and momentum in AI-related stocks. However, there was a slight pullback in June as momentum waned and investors anticipated potential interest rate hikes by the Federal Reserve. Growth and AI stocks outperformed value stocks, while large-cap companies generally surpassed small- and mid-cap stocks. Underperformance was noted in healthcare and communication services, while industrials, particularly in aerospace and defense, contributed positively to performance. The fund's investor class returned 16.38%, slightly below the Russell 1000 Growth Index's 16.74%. The investment approach focuses on bottom-up financial ****** ysis to identify large-cap companies with long-term earnings growth potential, while aiming to mitigate non-financial risks. Please review the Fund's top five holdings to gain insights into its key selections for 2026.
In its second-quarter 2026 investor letter, American Century Investments Focused Dynamic Growth Fund highlighted Rocket Lab Corporation (NASDAQ:RKLB) as a notable contributor to performance. Rocket Lab Corporation (NASDAQ:RKLB) is an end-to-end ****** e company that provides launch services and ****** e systems solutions. On September 09, 2026, Rocket Lab Corporation (NASDAQ:RKLB) closed at $63.07 per share. Over the past month, Rocket Lab Corporation (NASDAQ:RKLB) declined 21.26%, but its shares are up 30.23% over the past year. Rocket Lab Corporation (NASDAQ:RKLB) has a market capitalization of $40.33 billion, and its stock has traded within a 52-week range of $37.57 to $151.00.
American Century Investments Focused Dynamic Growth Fund stated the following regarding Rocket Lab Corporation (NASDAQ:RKLB) in its Q2 2026 investor letter:
"Rocket Lab Corporation (NASDAQ:RKLB). The commercial ****** e company rallied as record revenue and strong guidance were supported by a large backlog and demand for its launch and ****** e systems businesses. After ****** e Exploration Technologies' June initial public offering drove some volatility, Rocket Lab announced plans to acquire satellite operator Iridium Communications."
Rocket Lab Corporation (NASDAQ:RKLB) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. According to our database, 52 hedge fund portfolios held Rocket Lab Corporation (NASDAQ:RKLB) at the end of the second quarter, compared to 43 in the previous quarter. While we acknowledge the potential of Rocket Lab Corporation (NASDAQ:RKLB) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the

Prosper Stars & Stripes, a long/short equity fund, recently released its second-quarter 2026 investor letter. The letter can be downloaded here. In Q2 2026, the portfolio delivered a strong net return of +30.1% compared to the Russell 2000 Index's +21.5% return and the HFRX Equity Hedge Index's +10.3% return. The long book drove performance, generating a 43.2% gross contribution, while average net exposure remained relatively modest at 47%. U.S. economic growth remained resilient despite inflation concerns, elevated energy prices, and geopolitical uncertainty. Markets rallied sharply after easing U.S.-Iran tensions pushed oil prices lower, supporting renewed risk appetite. Small-cap equities benefited significantly, with Information Technology, Industrials, and Health Care leading gains, while Energy declined as crude prices fell. Year to date, the Composite returned +23.7%, slightly ahead of the Russell 2000's +22.6% and well above the HFRI Equity Hedge Index's +9.7%. Additionally, you can review the Portfolio's top 5 holdings to see its best picks for 2026.
In its second-quarter 2026 investor letter, Prosper Stars & Stripes highlighted Cable One, Inc. (NYSE:CABO). Cable One, Inc. (NYSE:CABO) is a US-based data, video, and voice services provider. On September 8, 2026, Cable One, Inc. (NYSE:CABO) closed at $23.03 per share. Over the past month, Cable One, Inc. (NYSE:CABO) declined 31.48%, and its shares lost 85.49% over the past 52 weeks. Cable One, Inc. (NYSE:CABO) has a market capitalization of $144.51 million, and its stock has traded within a 52-week range of $21.98 and $180.74.
Prosper Stars & Stripes stated the following regarding Cable One, Inc. (NYSE:CABO) in its Q2 2026 investor letter:
"Cable One, Inc. (NYSE:CABO) was the second largest contributor to our short book during the quarter. Cable One provides cable broadband in rural markets, where it once enjoyed pricing power and high barriers to entry. But industries are dynamic and new competition has changed the company's position. Our process kept Cable One on our focus list through that transformation and allowed us to revisit it repeatedly; we have shorted the stock five times over the last four years. Increasing competition is an excellent short driver, and Cable One faced pressure from multiple directions at once, including fiber overbuilders, fixed wireless, and satellite internet. Broadband is a commodity, so when lower-priced alternatives entered its markets, Cable One had no meaningful way to differentiate and began losing share. In Q1 2026, the company reported a 7% revenue decline and an earnings decline of approximately 33%. Management compounded the damage by recognizing the shift late and allocating capital to **** et purchases at peak multiples. The combination of leverage, subscriber losses, and falling prices have pressured margins and now threatens the company's terminal value. We covered our position during the quarter."

#stripes #quarter #letter

SpaceEx (SPCX) stock is on the move Thursday as investors sort through a number of headlines affecting the rocket-and-satellite company.
The most consequential came from The Information, which reported that ******* eX and CEO Elon Musk are overhauling how the company builds its data centers, a shift that could slow the pace of new construction.
According to the report, a new management team from the company's rocket division is prioritizing reliability over speed, installing more backup power and cooling systems, and testing data centers more thoroughly before they go live.
The change is a departure from what Musk and xAI (now part of ******* eX) used to build at its Colossus campus in Tennessee, where the AI unit brought its first data center online in just 122 days, a timeline Nvidia (NVDA) CEO Jensen Huang called "superhuman."
But that speed came with trade-offs like frequent outages, including a construction-related outage at the Memphis facility last week that knocked some Grok models offline and affected compute customers like Anthropic (ANTH.PVT) and Google (GOOG, GOOGL), The Information said.

#rocket

Bloomberg reported that Elon Musk said ****** e Exploration Technologies Corp. (NASDAQ:SPCX) first AI satellites, powered exclusively by NVIDIA Corporation (NASDAQ:NVDA) chips, will launch in the fourth quarter of 2027 and reach "significant scale" in 2028, citing a post on X. Musk wrote "SpaceX, in partnership with Nvidia, has designed a ****** e-optimized Vera Rubin NVL72 system for launch to orbit in Q4 next year," describing the satellite data center as "significantly simpler, lower cost, denser, and lighter than a traditional rack."
The timeline has moved up twice since ****** eX's May IPO prospectus, which targeted "as early as 2028," and Musk's August 4 earnings call comments, which said launches would begin "next year." ****** eX COO Gwynne Shotwell told CNBC ahead of the IPO that the firm has already struck deals with Anthropic and Google to rent out orbital compute capacity.
The timeline is moving earlier, not later, which is unusual for a ****** e infrastructure project. ****** e Exploration Technologies Corp. (NASDAQ:SPCX) pulled its target forward from as early as 2028 in its IPO prospectus to a specific Q4 2027 date within a few months. The acceleration shows ****** eX believes development is progressing faster than previously expected and could bring orbital computing revenue online sooner than investors initially anticipated.
Real customers have already committed before ****** eX launches a single satellite. ****** eX President Gwynne Shotwell told CNBC that the company has struck deals with Anthropic and Google to rent orbital compute capacity. It shows that major AI companies already see potential value in the technology. Those early commitments could reduce demand risk if ****** eX delivers the planned capacity.
Wall Street sees a large long-term opportunity if the technology works as described. JPMorgan ****** yst Doug Anmuth projected ****** eX could pursue roughly 75 gigawatts of orbital compute by the end of 2031 at a significantly cheaper cost than could be done on Earth a scale that would make this a meaningful new revenue stream beyond ****** eX's existing launch and Starlink businesses.

#SpaceX #NASDAQ #already #compute

On August 18, Austin Moeller from Canaccord Genuity reiterated his Buy rating for Intuitive Machines (NASDAQ:LUNR). Despite cutting his price target from $41 to $39, his estimates result in almost 165% upside potential as of September 1 closing. Moeller's stance is based on the company's second quarter announcement on August 13. The management reiterated its full-year 2026 guidance, projecting topline figures between $900 million and $1 billion, along with positive adjusted EBITDA. Chief Executive Officer, Steve Altemus, reflected on the company's performance by stating:
"We delivered a strong quarter, highlighted by revenue over four times Q2 2025 as we executed across our programs, recorded unprecedented bookings and backlog, and positioned the Company for the next phase of growth."
Sergey Nivens/Shutterstock.com
The second quarter saw Intuitive Machines (NASDAQ:LUNR) posting record quarterly revenue figures of $206.17 million. This equates to a 310% growth compared to a $50.31 million topline during the same period last year. This can be attributed to execution across the company's commercial lunar payload services, omnibus multidisciplinary engineering services, near ****** e network services, and ****** ecraft production programs. During the second quarter, it booked additional $920 million of awards and ended the quarter with an order backlog of $1.8 billion. This represented a substantial jump compared with December-end backlog of $213.1 million. It is pertinent to highlight that $612.8 million of the total order backlog is linked to the company's acquisition of Lanteris, earlier in 2026.
The business mix exhibited a material shift during the second quarter. National security programs saw a notable jump in revenue contribution, accounting for roughly 30% of the topline compared to just 3% in Q2 2025. The company has been actively pursuing opportunities to expand its pipeline of defense and satellite communication programs. It recently received authorization to proceed on a $600 million multi-satellite communications infrastructure program. The company will leverage its IM 1300 satellite platform to design, manufacture, integrate, and support multiple ****** ecraft. This award validates the Intuitive Machines' IM 1300 platform for large-scale procurements, and strengthens its footprint in satellite communications infrastructure.

#intuitive #machines #company

Gabelli Investment Management Firm recently released its "Global Content & Connectivity Fund" second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund delivered a strong second quarter of 2026, with its Class I shares gaining 12.88%, more than double the 6.02% return of the MSCI AC World Communication Services Index, though trailing the broader MSCI AC World Index's 15.06% gain. The fund's performance reflected renewed investor interest in AI-related investments, easing tensions in the Middle East, and lower Brent crude prices, with Information Technology gaining 39.2% and Communication Services advancing 6.0% during the quarter. Over the past year, the fund gained 25.50%, compared with 13.06% for its communication-services benchmark and 24.16% for the MSCI AC World Index. Looking ahead, Gabelli remains constructive on the long-term opportunities created by AI adoption, expanding digital infrastructure, connectivity, and the continued growth of content and entertainment, while recognizing that higher interest rates, geopolitical tensions, and the sustainability of AI-related spending could create volatility. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Global Content & Connectivity Fund highlighted stocks like Anterix Inc. (NASDAQ:ATEX). Anterix Inc. (NASDAQ:ATEX) is a wireless communications company focused on private broadband spectrum and utility communications applications. The one-month return of Anterix Inc. (NASDAQ:ATEX) was -7.03% while its shares traded between $17.58 and $113.00 over the last 52 weeks. On September 3, 2026, Anterix Inc. (NASDAQ:ATEX) stock closed at approximately $87.10 per share, with a market capitalization of about $1.69 billion.
Global Content & Connectivity Fund stated the following regarding Anterix Inc. (NASDAQ:ATEX) in its Q2 2026 investor letter:
Leading the list of positive contributors to Fund performance in the second quarter was Anterix Inc. (NASDAQ:ATEX) (8.8% of net ******* ets as of June 30, 2026; +169.6%) as it continued rallying following the Federal Communications Commission (FCC) approval of expanding broadband allocation in the 900 MHz band to 10 MHz (from 6 MHz) in February, allowing the firm to offer enhanced capacity and, possibly, address additional use cases. In addition, in May, the FCC approved an experimental license to explore the use of Lynk Global's satellite direct-to-device communications network in Anterix's licensed 900 MHz broadband spectrum.

#content #connectivity #global

Space Exploration Technologies (NASDAQ: SPCX), known as ******* eX, is ready to explore the cosmos. At least that's what CEO Elon Musk wants investors to understand.
"The mission is to make life multiplanetary, to extend consciousness beyond Earth and understand the universe," Musk explained in August. "For me, being a ******* efaring civilization is the most interesting thing we could possibly do for the future."
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Here's the catch: ******* eX won't be establishing a multiplanetary civilization anytime soon. Before it pursues those goals in earnest, it will need to execute on two key growth pillars that will grant ******* eX the funding and mandate to move beyond Earth and its immediate surroundings.
SpaceX's revenue nearly doubled year over year last quarter, surprising ******* ysts. The company, however, still posted a net loss of $541 million. The company's only segment to generate an operating profit was its Starlink satellite network.

#musk #flashing #multiplanetary

Gabelli Investment Management Firm recently released its "Global Content & Connectivity Fund" second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund delivered a strong second quarter of 2026, with its Class I shares gaining 12.88%, more than double the 6.02% return of the MSCI AC World Communication Services Index, though trailing the broader MSCI AC World Index's 15.06% gain. The fund's performance reflected renewed investor interest in AI-related investments, easing tensions in the Middle East, and lower Brent crude prices, with Information Technology gaining 39.2% and Communication Services advancing 6.0% during the quarter. Over the past year, the fund gained 25.50%, compared with 13.06% for its communication-services benchmark and 24.16% for the MSCI AC World Index. Looking ahead, Gabelli remains constructive on the long-term opportunities created by AI adoption, expanding digital infrastructure, connectivity, and the continued growth of content and entertainment, while recognizing that higher interest rates, geopolitical tensions, and the sustainability of AI-related spending could create volatility. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Global Content & Connectivity Fund highlighted stocks like Anterix Inc. (NASDAQ:ATEX). Anterix Inc. (NASDAQ:ATEX) is a wireless communications company focused on private broadband spectrum and utility communications applications. The one-month return of Anterix Inc. (NASDAQ:ATEX) was -7.03% while its shares traded between $17.58 and $113.00 over the last 52 weeks. On September 3, 2026, Anterix Inc. (NASDAQ:ATEX) stock closed at approximately $87.10 per share, with a market capitalization of about $1.69 billion.
Global Content & Connectivity Fund stated the following regarding Anterix Inc. (NASDAQ:ATEX) in its Q2 2026 investor letter:
Leading the list of positive contributors to Fund performance in the second quarter was Anterix Inc. (NASDAQ:ATEX) (8.8% of net ****** ets as of June 30, 2026; +169.6%) as it continued rallying following the Federal Communications Commission (FCC) approval of expanding broadband allocation in the 900 MHz band to 10 MHz (from 6 MHz) in February, allowing the firm to offer enhanced capacity and, possibly, address additional use cases. In addition, in May, the FCC approved an experimental license to explore the use of Lynk Global's satellite direct-to-device communications network in Anterix's licensed 900 MHz broadband spectrum.

#anterix #atex #communications

During the lightning round of the September 1 episode of Mad Money, a caller highlighted Velo3D, Inc.'s (NASDAQ:VELO) 52% year-over-year revenue surge, raised guidance, and projected second-half positive EBITDA along with deep ties to ***** eX and defense primes and asked whether it was finally time to buy. Jim Cramer commented:
Okay, they have not had the revenue growth that I thought they should have and that's why I think it's at $11. I think you got to wait for a few more solid quarters because it has not been the right place to be. You can buy about a quarter position because it is a good spec, but I don't want you to get bigger than that until we find out why the revenues aren't growing more.
Velo3D, Inc. (NASDAQ:VELO) stands out because it builds high-end metal 3D printers that make extremely complex parts for rockets, satellites, and defense equipment. When aerospace giants like ***** eX need lightweight engine components that traditional factories simply cannot manufacture, they turn to Velo3D's systems. By figuring out how to print these tricky metal parts without needing the usual support structures, the company has secured a real spot in industries where precision is absolutely necessary and there is zero room for error.
Nevertheless, having great technology does not automatically make a stock a winner. Selling million-dollar hardware takes time, and investors are waiting to see if the company can reliably turn those impressive contracts into steady cash flow. When a hardware stock is this speculative and sales are choppy, it serves as a good reminder that exciting tech needs a few solid quarters of real financial proof before investors can trust the growth story.
Looking at what the professionals are doing, it is easy to see why caution is warranted. According to Insider Monkey's database of over 1,000 elite hedge funds, just 14 held a position in Velo3D, Inc. (NASDAQ:VELO) during the second quarter, a tiny ***** p from 12 in the prior quarter. More importantly, short interest sits at a massive 30.43% of the float. That means a large chunk of the market is actively betting against the stock, which shows deep skepticism around the company's ability to execute on its promises.

#velo3d #NASDAQ #velo #Stock

CAPE CANAVERAL, Fla. (AP) — A private **** ecraft that was supposed to provide a lifeline to NASA's Swift Observatory managed to get close to the sinking telescope and even snap photos two weeks after the rescue was abandoned.
But the three-armed robotic salvager had to turn away because it was low on fuel, according to Katalyst **** e Technologies, which attempted the daring operation.
"We got so close, but so far," Katalyst CEO Ghonhee Lee told The **** ociated Press this week.
Katalyst's Link **** ecraft got within 15 kilometers (9 miles) of Swift on Tuesday, using its sensors to gather data on the doomed telescope for NASA. The rescue effort had already been called off in August because of Link's own troubles in orbit, but the company wanted the practice for future satellite-servicing missions.
Link went into an uncontrollable spin soon after rocketing to Swift's rescue in July. Flight controllers managed to slow the tumble and stabilize the **** ecraft, using up precious fuel. In the end, there was not enough fuel remaining to boost the aging Swift into a higher, longer-lasting orbit so it could continue observing the cosmos.

#rescue #link #close #telescope

Intuitive Machines (NASDAQ: LUNR), a developer of lunar landers and exploration vehicles, doesn't usually get as much attention as bigger ***** e stocks like ***** eX (NASDAQ: SPCX). But over the past two years, Intuitive's stock has nearly tripled.
Most of that rally was driven by the expansion of its partnership with NASA, which now includes seven lunar, orbital satellite, and science missions. Let's take a closer look at that manifest -- and see if its stock is still worth chasing after its astronomical gains.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Intuitive Machines' manifest for NASA includes five lunar surface delivery missions (IM-1 to IM-5) and the production of two satellite buses (IM 300 and IM 500) for orbital science missions.
It has launched two lunar lander missions for NASA so far: IM-1 in 2024 and IM-2 in 2025. Both landers tipped over after arriving on the moon, but they successfully transmitted some data back to NASA before their solar panels ran out of power. Though imperfect, IM-1 marked NASA's first successful moon landing since 1972, and it strengthened Intuitive's relationship with NASA.

#NVIDIA #intuitive #landers

Everspin Technologies (NASDAQ:MRAM) and Teledyne HiRel Semiconductors, a unit of Teledyne Technologies (NYSE:TDY), announced a partnership to make Everspin's PERSYST spin-transfer torque MRAM available through Teledyne HiRel's memory product portfolio for aerospace and defense customers.
The collaboration will initially focus on Everspin's 256Mb PERSYST STT-MRAM and will also cover the company's 64Mb and 128Mb PERSYST products.
PERSYST STT-MRAM is a non-volatile memory technology designed to retain stored data during power loss and system resets while providing RAM-like write speeds.
The companies identified potential applications including avionics, radar systems, electronic warfare payloads, satellite electronics, VPX platforms, single-board computers and autonomous systems.
The agreement expands the channels through which aerospace and defense customers can access Everspin's PERSYST products.

#persyst