Weekly recap

BlackSky won an expanded seven-figure Gen-3 Assured contract with an international defense partner.

NASA awarded Momentus a task order for the formulation phase of its Fly Foundational Robots resupply mission.

Lockheed Martin reported third quarter 2026 results: Space segment sales rose to 3,485 from 3,356 (in millions of dollars), with Space operating profit flat at 331.

Planet Labs Federal won a NASA Commercial Satellite Data Acquisition task order for NASA to evaluate Planet's Tanager hyperspectral data.

Firefly Aerospace completed the preliminary design review of its Elytra spacecraft for NASA's MoonFall lunar drone mission, targeted to be ready for launch by late 2028.

ARK Invest's ARKQ fund bought 42,230 Oklo shares worth about $1.2 million on Wednesday, its second straight day of buying Oklo.

Tesla third quarter profit fell 42.7 percent to $787 million, above analyst estimates, on flat revenue of $28 billion; capital spending more than doubled to $4.7 billion.

NVIDIA gives KYEC a $1.1 billion capacity reservation advance to build US chip testing plants, one of six supplier deals at GTC Berlin, including a new $1.3 billion Amkor agreement.

NVIDIA unveiled DSX POD at GTC Berlin, a prebuilt AI factory design it says cuts deployment at a prepared site from six months to 14 days, with units expected in early 2027.

Viasat's Maxwell spacecraft, built by Rocket Lab, launched on SpaceX's Bandwagon-5 for a NASA communications demonstration under awards totaling $81 million.

On SpaceX's Q3 earnings call, Elon Musk said he expects annual recurring revenue of at least $500 billion by the end of 2027, driven largely by enterprise use of Grokbot.

SpaceX COO Gwynne Shotwell said Starlink in-flight Wi-Fi is contracted for roughly 12,000 planes, with deals signed with three of the four major US carriers.

SpaceX reported Q3 2026 revenue of $14.6 billion, up 161% from a year earlier, and net income of $4.4 billion, beating Wall Street estimates.

ByteDance, Alibaba and Tencent have ordered more than 3 million NVIDIA RTX PRO 5500 cards worth over $35 billion, Reuters reported, though NVIDIA may fill only 5% to 10% of orders.

Iridium Q3 2026 revenue rose 8% to $245.7 million and EPS was $0.98, above analyst estimates, helped by a $103.9 million gain on the Aireon acquisition

Nano Nuclear Energy subsidiary STS was recognized for its role in two DOE award winning uranium removal missions, including the 1.7 metric ton HALEU shipment from Japan.

Planet Labs launched Pelican-12, a Gen 2 high resolution satellite, on SpaceX's Bandwagon-5 rideshare, its 25th satellite sent to orbit in 2026.

AST SpaceMobile signed a letter of intent with four European telecom operators to explore a joint bid for mobile satellite spectrum.

Tesla filed its definitive proxy, valuing Elon Musk's 2025 pay at $158,359,009,867, all stock awards; the annual meeting is December 3, 2026.

Elon Musk said he plans to give a SpaceX share to every child in America, with the giveaway planned for 2027.