Daily brief

Every weekday morning an AI co-pilot reads the overnight tape across the book, cross-references the catalyst calendar, and writes what moved and why.

• 2026-10-27A broad satellite-communications rally lifted the space basket, led by Viasat, while imaging name Satellogic slipped into its first AI-first constellation launch this week.
• 2026-10-26Space ran against a soft broad tape on Friday, with nearly the entire basket green — launch, earth-observation and ground-segment names all up — led by propulsion name Karman while space-grade materials supplier Umicore was the lone decliner of note.
• 2026-10-23Defense primes caught the safe-haven bid as the rest of the space complex fell with the AI-risk-off tape, led lower by the precision-timing rung where Frequency Electronics and SiTime both dropped roughly 9%.
• 2026-10-22The launch and smallsat complex rallied on SpaceX's strong Q3 print, led by Firefly, while troubled ground-segment name Comtech extended its slide as the session laggard.
• 2026-10-21Northrop Grumman's earnings beat lifted the prime-and-propulsion rung while the earth-observation and in-space-services names sold off, led down by Astroscale's thin OTC line.
• 2026-10-20Precision-timing silicon led a chip-driven bounce while direct-to-device names rallied on a European spectrum pact, leaving the thinly traded GEO-operator line as the laggard.
• 2026-10-19The capital-intensive space pure-plays were routed in a rate-repricing risk-off while the cash-flowing defense-prime launch and payload rung caught a bid.
• 2026-10-16Rocket Lab fell 6.6% after slipping Neutron's maiden launch to 2027 on carbon-fiber defects, while the broader satellite basket rose on a risk-on rotation.
• 2026-10-15A hot CPI print crushed the high-beta space names — BlackSky and AST SpaceMobile both -10.5%, launch and EO down 7-10% — while the defense primes held, Northrop +3.0%, on a flight-to-safety session.
• 2026-10-14AST SpaceMobile fell 8.5% on a Piper Sandler downgrade and SpaceX direct-to-cell pressure, while MDA Space bounced 4.1% on heavy volume with no confirmed catalyst.
• 2026-10-13Space split on a risk-off tape — new-space small-caps fell 5–9%, led down by IonQ -9.1% — while the defense primes held and distressed Comtech bounced.
• 2026-10-12SpaceX's low-band spectrum grab sank AST SpaceMobile 10.5% to a 52-week low, while Viasat jumped 6.8% on a Raymond James upgrade and the completed ViaSat-3 constellation.
• 2026-10-09Space pure-plays sold with the risk-off tape — AST SpaceMobile off 6.1% and the launch/SATCOM complex down 4-6% — while defense-intel names CACI (+3.0%) and Northrop (+2.3%) caught the rotation.
• 2026-10-08The space basket was uniformly red in a risk-off session — precision-timing names led the decline, Frequency Electronics off 9.2% — with Globalstar alone holding flat.
• 2026-10-07AST SpaceMobile led on a US-Japan statement and a Telus direct-to-device test while the defence primes, led by BAE, sold off.
• 2026-10-06SpaceX's first orbital Starship carried the launch choke while the small-cap comms and earth-observation rung sold off across the board.
• 2026-10-05Planet Labs led a broadly green space tape on a 40th-launch and AI-platform day; defense-IT was the only soft spot.
• 2026-10-025N Plus led on the space-materials rung as Astroscale's thin US line and the satellite operators lagged.
• 2026-10-01A quiet space tape as Northrop slid on losing the Navy's F/A-XX fighter to Boeing while the imaging names drifted lower.
• 2026-09-30A space-wide selloff on SpaceX's first operational Starlink deployment — the launch incumbent tightened its grip while the constellation operators repriced.
• 2026-09-29Boeing's FAA 737 MAX 10 certification hold led a risk-off give-back across the space names, while 5N Plus extended gains on its US germanium grant and space-solar expansion.
• 2026-09-28Firefly led the launch rung higher on Friday and Microchip's rad-hard silicon firmed, in a broadly green space tape with only shallow declines.
• 2026-09-25The Earth-observation rung re-rated as Planet's Amazon-monitoring deal and a sector bid lifted the imaging names.
• 2026-09-24The growth-space complex sold off on valuation and share-supply worries while the defense primes held; IonQ's optical-terminal line topped the board on a quantum breakthrough.
• 2026-09-23Space-materials supplier 5N Plus jumped 10% on its critical-materials positioning while Telesat led the satellite operators lower.
• 2026-09-22Space operators reversed Friday's selloff broadly, with Intuitive Machines leading on a Cantor upgrade and no traded name closing red.
• 2026-09-21Capital-intensive space operators reversed Thursday's rally, with Satellogic the worst, while Viasat rose on ViaSat-3 F2 entering service.
• 2026-09-18The Earth-observation and launch complex ran broadly, led by Satellogic's momentum, while defense-component name Karman fell.
• 2026-09-17Boeing led the basket lower on production commentary while SES's thin OTC line topped the tape and the ground-segment rung firmed.
• 2026-09-16Karman bounced off a fresh 52-week low and the earth-observation rung firmed against a down tape, while launch-leverage names and a NAV fund lagged.