SpaceX 'proxies' plunge as real deal arrives: Here's where traders are buying the dip
SpaceX "proxy stocks," whose options volumes were booming ahead of Friday's historic initial public offering, are unwinding gains.
SpaceX 'proxies' plunge as real deal arrives: Here's where traders are buying the dip
SpaceX "proxy stocks," whose options volumes were booming ahead of Friday's historic initial public offering, are unwinding gains.
Space stocks jump with huge demand as investors clamor for any way 'to get long SpaceX'
Options volumes are booming in stocks with ties to SpaceX ahead of Friday's historic debut.
AST SpaceMobile sees New Glenn setback delaying initial commercial service into 2027

AST SpaceMobile expects Blue Origin’s recent launchpad explosion will delay its direct-to-smartphone constellation by three to six months, investment bank William Blair said in an equity research note, pushing initial commercial services into the first half of 2027.
New Glenn failure worsens constrained launch market
https://fed.brid.gy/r/https://spacenews.com/new-glenn-failure-worsens-constrained-launch-market/
Europe’s satellite spectrum proposal clouds SpaceX and Viasat plans

Europe has proposed reserving two-thirds of 2 gigahertz mobile satellite spectrum up for renewal next year for European operators, complicating SpaceX’s direct-to-device ambitions and the outlook for Viasat’s European Aviation Network.
أكدت شركة الصواريخ المملوكة للملياردير جيف بيزوس، بلو أوريجين، أن عطلاً مفاجئاً في المحرك أدى إلى فقدان قمر صناعي تابع لشركة AST SpaceMobile خلال الشهر الماضي. ورغم هذا الاعتراف الرسمي بوقوع الخلل الفني، إلا أن الشركة لم تقدم سوى تفاصيل ضئيلة ومحدودة جداً حول أسباب الحادث أو ملابساته، مما يثير تساؤلات عديدة حول دقة وموثوقية عملياتها الفضائية المستقبلية وتأثير ذلك على الشراكات التجارية في قطاع الاتصالات الفضائية.
Starlink Mobile challengers back proposed telco-led D2D joint venture
AST SpaceMobile may use ULA’s Vulcan
https://fed.brid.gy/r/https://spacenews.com/ast-spacemobile-may-use-ulas-vulcan/
Weekly output: Google I/O teaser, satellite-to-phone services, passkeys, connected-home considerations, Matter
I’m spending a few days in cooler confines–Monday morning, I head to Vancouver for the second year of Web Summit’s conference there. And just like last year, I won’t have enough time to do much wandering around British Columbia’s largest city and taking in its stunningly beautiful mountains-and-sea scenery, because I have three panels to moderate over Tuesday and Wednesday (with the conference hosts paying for my hotel and reimbursing my airfare).
5/5/2026: Google Teases I/O Pregame Event. How to Watch ‘The Android Show’ on May 12, PCMag
This was one of the shortest posts I’ve written for PCMag, owing to the paucity of information in the brief teaser video Google published.
5/7/2026: FCC Chair: Starlink Isn’t Enough. We Need at Least 3 Satellite-to-Phone Services, PCMag
I spent Wednesday afternoon at the wireless trade group CTIA’s annual summit in Washington. Most of the talks on the program didn’t yield anything too newsworthy, but Federal Communications Commission chair Brendan Carr’s appearance met that bar even though he didn’t talk about his clumsy attempts to leverage the FCC’s broadcast licensing authority to punish TV shows and TV hosts for being mean to Republicans.
5/7/2026: Passkey-Adoption Report Finds Many Orgs Don’t Know How to Quit Passwords, PCMag
I had an advance copy of this FIDO Alliance survey but didn’t have time to write it up in advance; fortunately, Thursday did have enough idle time for me to get this post written and filed.
5/8/2026: Smart Homes In Practice: Bridging Design, Integration, And Market Promises With Real Human-Centered Living Outcomes, Smarter Infrastructure Summit
I had a brief trip to Chicago–well, its suburb Rosemont–for this small conference. I was a late addition to this panel, in which moderator Lisa An Wong quizzed me and architect Stephen Yas and connect-home integrator Corey Ardell about ways to get homes and the appliances in them thoughtfully wired.
5/9/2026: Matter Smart Home Standard Still Looks Immaterial At Retail, Smarter Infrastructure Summit
The title of this talk I did mirrors the story I did for PCMag almost three years ago; that post caught the attention of the conference organizers, and the chance to revisit the topic and get in some practice with doing a solo presentation led me to accept their travel-expenses-covered invitation.
#AmazonLeo #AndroidShow #ASTSpaceMobile #BrendanCarr #CTIA #CTIASummit #FIDOAlliance #Globalstar #GoogleIO #Matter #passkeys #passwords #SmarterInfrastructureSummit #Starlink #Vancouver #WebSummitVancouver #YVR