2 ideas from this batch

Rocket Lab buys Iridium to build a space telecom giant — long the new space-economy disruptor

Rocket Lab's $8 billion acquisition of Iridium signals a major shift for the company from a pure-play launch provider to a fully integrated space-services company. We connect this to the simultaneous turmoil in traditional telecom (AT&T and

Tanker traffic resumes and oil floods the market — fade the fear spike on crude

A week ago, a tanker attack pushed oil prices higher on fears of a prolonged Middle East supply disruption. However, the latest news shows tanker traffic picking back up and a reopening Strait of Hormuz. This rapid normalization of shipping