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QuotesNov 6

Weekly recap

Week ending Fri Nov 6, 5 sessions, versus the Oct 30 close

Built from the site's own feeds after Friday's close: the daily closes, the curated signals, the Form 4 filings, the catalyst calendar and the File Ø index. Quotes are delayed closes, not live prices. There are no verdicts here, only what moved and what is dated for next week. Not a recommendation.

THE WEEK IN ONE LINE

SPCX closed at $134.27, ▼ -0.3% on the week and ▼ -16.6% since the listing ($160.95 on the first day). Best covered mover BKSY ▲ +19.4%; worst ASTS ▼ -21.1%. Dew Point 34, reviewed Sep 2026.

SINCE THE SPACEX LISTING

Each name's close on the first session on or after 2026-06-12 against this week's close. Price only, no dividends. The full table is on the Scorecard.

SIGNALS THIS WEEK

NEWS

Elon Musk said US government revenue will be under 10% of SpaceX revenue this quarter, down from 16.6% last quarter, and under 5% a year from now.

CONTRACT

Firefly Aerospace agreed a $1.3 billion deal to supply AST SpaceMobile with 27 Miranda and nine Vira engines for the first three Blacklift heavy-lift rockets.

NEWS

Tesla will wind down Cybertruck production at Gigafactory Texas around mid 2027 to make room for more Cybercab production, Elon Musk said.

ARK

ARK Invest funds bought 393,774 SpaceX shares and 252,592 NVIDIA shares on November 5, 2026, while selling 410,559 Broadcom shares.

ARK

ARK Invest funds bought 252,592 NVIDIA shares on Nov. 5, worth about $45.9 million by TipRanks' estimate, during a chip selloff.

EARNINGS

MP Materials reported Q3 2026 NdPr output up 41% to 1,018 metric tons, $1.34 billion in cash and short term investments, and plans first saleable magnet shipments to GM in Q4 2026.

EARNINGS

BlackSky posted record Q3 2026 revenue of $42.8 million, up 118%, and raised its full year 2026 revenue outlook to $140 million to $150 million.

LAUNCH

Planet Labs released the first image from Pelican-12, its first 30 cm class capable satellite, taken over Luanda on October 30 after launch on SpaceX's Bandwagon-5.

EARNINGS

Redwire reported Q3 2026 revenue of $109 million, up 5.4% but below estimates, with a smaller than expected adjusted loss of $0.06 per share and backlog of $619.7 million.

NEWS

SpaceX picked Qualcomm Dragonwing platforms for the Starlink Mobile US terrestrial 5G network, planning tens of thousands of sites with rollout starting in 2027.

NEWS

BWX Technologies launched a $500 million private offering of senior unsecured notes due 2034 to refinance its 4.125% notes due 2028 and 2029 through a tender offer.

ARK

ARK Invest bought 63,638 Palantir shares worth about $10.9 million on Nov. 3.

SEC

BWX Technologies amended its credit agreement, extending its $1.25 billion revolving credit facility by one year to November 10, 2031.

EARNINGS

Amgen reported third quarter 2026 revenue up 8% to $10.4 billion, with non-GAAP EPS up 14% to $6.45.

INSIDER

Rocket Lab CFO Adam Spice sold 140,157 shares for about $7.4 million on Nov. 2 under a prearranged 10b5-1 plan, after exercising options at $1.09 each.

EARNINGS

Voyager Technologies raised its full year 2026 revenue guidance to $285 million to $305 million after record third quarter revenue of $89 million, up 124% year over year. (+1 more report)

NEWS

Voyager Technologies named retired Gen. B. Chance Saltzman, former Chief of Space Operations of the U.S. Space Force, as Chairman of its Board of Advisors.

EARNINGS

BWX Technologies Q3 revenue rose 10% to $953 million, below estimates, while adjusted EPS of $1.26 beat; full year adjusted EPS guidance reiterated at $4.74 midpoint.

EARNINGS

Vertex Pharma reported Q3 2026 revenue of $3.44 billion, up 11.8% year on year, with adjusted EPS of $4.76 and full year revenue guidance raised to $13.2 billion at the midpoint.

EARNINGS

Palantir Q3 revenue rose 96% to $2.313 billion, and it raised full year 2026 revenue guidance to $8.530 to $8.534 billion.

INSIDER FILINGS THIS WEEK

0 buys · 37 sells
RKLB
Adam C. Spice · Chief Financial Officer
5 open-market sales · $7.40M
Nov 210b5-1 planFiling ↗
OKLO
Jacob DeWitte · Co-Founder, CEO, Director, 10% owner
6 open-market sales · $1.97M
Nov 210b5-1 planFiling ↗
OKLO
Caroline Cochran · Co-Founder, COO, Director, 10% owner
6 open-market sales · $1.97M
Nov 210b5-1 planFiling ↗
RKLB
Nina Armagno · Director
5 open-market sales · $577K
Nov 210b5-1 planFiling ↗
OKLO
Richard Craig Bealmear · Chief Financial Officer
Open-market sale · $427K
Nov 210b5-1 planFiling ↗

Table I of each Form 4 (the common-stock lines), tracked US listings only. The full window is under Insiders in the Feed.

NEXT WEEK

Calendar
LAUNCH
Falcon 9 Block 5 | USSF-432
Nov 6, 7:48 PM ETSPCXLaunch Library 2 (The Space Devs)
EARNINGS
AST SpaceMobile quarterly results
Nov 9ASTSFinnhub
EARNINGS
Rocket Lab quarterly results
Nov 9RKLBFinnhub
EARNINGS
Firefly Aerospace quarterly results
Nov 10FLYFinnhub
LAUNCH
Falcon 9 Block 5 | USSF-627
Nov 9, 10:03 PM ETSPCXLaunch Library 2 (The Space Devs)
LOCKUP
SpaceX lock-up early release: Q3 results tranche, up to 1.3B Class A shares (28% of the 180-day lock-up)
Nov 11SPCXSpaceX prospectus (SEC 424(b)(4), 2026-06-11)
EARNINGS
Intuitive Machines quarterly results
Nov 12LUNRFinnhub
EARNINGS
SIDU quarterly results
Nov 12SIDUFinnhub

SOURCES

  • Daily closes (closes.json)Nov 6, 4:45 PM ET
  • Curated signals (signals.json)Nov 6, 4:12 PM ET
  • Insider filings, SEC EDGAR Form 4 (insiders.json)Nov 6, 1:35 PM ET
  • File Ø index (fringe.json)Nov 6, 4:05 PM ET
  • Catalyst calendar (catalysts.json)Nov 6, 1:50 PM ET
  • Companies and editorial fields (companies.ts)src/data/companies.ts editorial fields

Generated Nov 6, 5:05 PM ET · email sent to 3 readers Nov 6, 5:05 PM ET · X thread posted Nov 6, 5:05 PM ET

As posted on X
  1. SpaceDew week ending Nov 6, 5 sessions. $SPCX -0.3% on the week. Best covered mover BKSY +19.4%, worst ASTS -21.1%. Dew Point 34, reviewed Sep 2026.
  2. Sectors: best Data Infrastructure +1.2%, worst Mining & Extraction -13.2%. Top movers: $BKSY +19.4%, FLY +15.8%, IONQ +8.6%.
  3. Next week: Nov 6, 7:48 PM ET LAUNCH $SPCX: Falcon 9 Block 5 | USSF-432. Nov 9 EARNINGS ASTS: AST SpaceMobile quarterly results. Nov 9 EARNINGS RKLB: Rocket Lab quarterly results.
  4. Insider filings this week: 0 open-market buys, 37 open-market sales. Largest: $RKLB Adam C. Spice (Chief Financial Officer) sold $7,398,441 on Nov 2 under a 10b5-1 plan.
  5. The full recap with every source, and the Morning Dew that carries these numbers every weekday morning: https://spacedew.com/recap
View the thread on X ↗

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