▶ 1:31 · $RKLB · Rocket Lab Targets SpaceX's Starlink Dominance in New Deal | Bloomberg Tech 6/29/2026

episode briefing

Rocket Lab Targets SpaceX's Starlink Dominance in New Deal | Bloomberg Tech 6/29/2026

2026-06-29 · 9 company · 6 thematic

sentiment

7 bull0 bear2 neu

speakers

Founder and CEO of Rocket Lab (RKLB), a leading launch and space systems company; helicopter pilot and user of Iridium network.

clem delangue

Co-founder and CEO of Hugging Face, the leading platform for open-source AI models with 7M+ developers; advocates for open-source AI transparency, especially in robotics.

teresa payton

CEO of a cybersecurity advisory firm; served as White House CIO during George W. Bush administration; provides government perspective on AI export controls and regulation.

quote

“THE THIRD LEG OF THE STORE WAS APPLICATION AND BY COMBINING ROCKET LAB AND IRIDIUM TOGETHER WE MAKE THAT COMPLETE PICTURE AND WHAT THAT MEANS IS WE ARE A SELF LAUNCHING COMPANY... THE ECONOMICS ALONE AND THE SYNERGIES ALONE, WHEN YOU HAVE…”

—peter beck

now playing · $RKLB

$RKLB···bullish· high· pospeter beck

Rocket Lab CEO says Iridium acquisition creates vertically integrated space company to challenge Starlink

Combining launch, spacecraft manufacturing, and Iridium's spectrum/profitable constellation creates a self-launching company with superior economics and speed to market for new sp…

$IRDM···bullish· high· pospeter beck

Rocket Lab acquiring Iridium for $8B enterprise value to gain valuable L-band spectrum and profitable constellation

Iridium's unique L-band spectrum is particularly effective in harsh conditions, making it the standard for defense, maritime, and aviation communications; the constellation is rel…

$META···bullish· medium· posunknown

Co-CIO says Meta and Alphabet valuations remain attractive due to strong earnings growth

Despite significant price appreciation, mega-cap tech valuations are still fairly attractive because earnings have been so strong; momentum plus earnings growth creates a strong q…

$GOOGL···bullish· medium· posunknown

Co-CIO says Meta and Alphabet valuations remain attractive due to strong earnings growth

Despite significant price appreciation, mega-cap tech valuations are still fairly attractive because earnings have been so strong; momentum plus earnings growth creates a strong q…

$SKHY···bullish· medium· posunknown

Co-CIO sees SK Hynix US listing closing valuation gap with Micron as Korea commits $880B to AI chips

South Korea's massive industrial policy push ($518B for SK Hynix fabs, $650B for AI data centers) plus improving corporate governance should narrow the perpetual valuation discoun…

$MU···neutral· mediumunknown

Co-CIO notes Micron trades at reasonable multiple despite growth, now in Russell 1000 Value Index

Micron exemplifies the breakdown of traditional value/growth distinctions — it has huge earnings growth yet trades at a reasonable multiple and sits in the Russell 1000 Value Inde…

$THRIVE-CAPITALbullish· medium· posunknown

Thrive Capital and Bob Iger team up to bid for NBA Las Vegas expansion franchise as cultural asset play

Thrive's 'Thrive Eternal' strategy targets iconic franchises and cultural assets — from collectibles to sports teams — leveraging Bob Iger's media expertise and Joshua Kushner's c…

$ANTHROPICneutral· mediumteresa payton

Anthropic wins partial US approval to restore access to frontier model after export control restrictions

US government's abrupt restriction then partial restoration of Anthropic's model access to foreign nationals highlights regulatory uncertainty for frontier AI labs; the 'trusted p…

$HUGGING-FACEbullish· high· posclem delangue

Hugging Face CEO says open-source AI booming with 1M new models quarterly, critical for robotics transparency

Open-source AI adoption is accelerating — 1 million new models/datasets added last quarter, usage by US companies booming — and is essential for robotics where transparency and co…

←

▶ 1:31 · $RKLB · Rocket Lab Targets SpaceX's Starlink Dominance in New Deal | Bloomberg Tech 6/29/2026

episode briefing

Bloomberg Tech

Rocket Lab Targets SpaceX's Starlink Dominance in New Deal | Bloomberg Tech 6/29/2026

2026-06-29 · 9 company · 6 thematic

sentiment

7 bull0 bear2 neu

speakers

peter beck

Founder and CEO of Rocket Lab (RKLB), a leading launch and space systems company; helicopter pilot and user of Iridium network.

clem delangue

Co-founder and CEO of Hugging Face, the leading platform for open-source AI models with 7M+ developers; advocates for open-source AI transparency, especially in robotics.

teresa payton

CEO of a cybersecurity advisory firm; served as White House CIO during George W. Bush administration; provides government perspective on AI export controls and regulation.

quote

“THE THIRD LEG OF THE STORE WAS APPLICATION AND BY COMBINING ROCKET LAB AND IRIDIUM TOGETHER WE MAKE THAT COMPLETE PICTURE AND WHAT THAT MEANS IS WE ARE A SELF LAUNCHING COMPANY... THE ECONOMICS ALONE AND THE SYNERGIES ALONE, WHEN YOU HAVE…”

—peter beck

now playing · $RKLB

$RKLB···bullish· high· pospeter beck

Rocket Lab CEO says Iridium acquisition creates vertically integrated space company to challenge Starlink

Combining launch, spacecraft manufacturing, and Iridium's spectrum/profitable constellation creates a self-launching company with superior economics and speed to market for new sp…

$IRDM···bullish· high· pospeter beck

Rocket Lab acquiring Iridium for $8B enterprise value to gain valuable L-band spectrum and profitable constellation

Iridium's unique L-band spectrum is particularly effective in harsh conditions, making it the standard for defense, maritime, and aviation communications; the constellation is rel…

$META···bullish· medium· posunknown

Co-CIO says Meta and Alphabet valuations remain attractive due to strong earnings growth

Despite significant price appreciation, mega-cap tech valuations are still fairly attractive because earnings have been so strong; momentum plus earnings growth creates a strong q…

$GOOGL···bullish· medium· posunknown

Co-CIO says Meta and Alphabet valuations remain attractive due to strong earnings growth

Despite significant price appreciation, mega-cap tech valuations are still fairly attractive because earnings have been so strong; momentum plus earnings growth creates a strong q…

$SKHY···bullish· medium· posunknown

Co-CIO sees SK Hynix US listing closing valuation gap with Micron as Korea commits $880B to AI chips

South Korea's massive industrial policy push ($518B for SK Hynix fabs, $650B for AI data centers) plus improving corporate governance should narrow the perpetual valuation discoun…

$MU···neutral· mediumunknown

Co-CIO notes Micron trades at reasonable multiple despite growth, now in Russell 1000 Value Index

Micron exemplifies the breakdown of traditional value/growth distinctions — it has huge earnings growth yet trades at a reasonable multiple and sits in the Russell 1000 Value Inde…

$THRIVE-CAPITALbullish· medium· posunknown

Thrive Capital and Bob Iger team up to bid for NBA Las Vegas expansion franchise as cultural asset play

Thrive's 'Thrive Eternal' strategy targets iconic franchises and cultural assets — from collectibles to sports teams — leveraging Bob Iger's media expertise and Joshua Kushner's c…

$ANTHROPICneutral· mediumteresa payton

Anthropic wins partial US approval to restore access to frontier model after export control restrictions

US government's abrupt restriction then partial restoration of Anthropic's model access to foreign nationals highlights regulatory uncertainty for frontier AI labs; the 'trusted p…

$HUGGING-FACEbullish· high· posclem delangue

Hugging Face CEO says open-source AI booming with 1M new models quarterly, critical for robotics transparency

Open-source AI adoption is accelerating — 1 million new models/datasets added last quarter, usage by US companies booming — and is essential for robotics where transparency and co…