'US FCC to vote to ban Chinese labs from testing US electronics' - Reuters
https://www.reuters.com/world/asia-pacific/us-fcc-vote-ban-chinese-labs-testing-us-electronics-2026-10-07/
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https://www.reuters.com/world/asia-pacific/us-fcc-vote-ban-chinese-labs-testing-us-electronics-2026-10-07/
https://www.ft.com/content/32e1c801-fe7d-4389-b3fc-ab687cbb087b?_gl=1*1rhh5n8*_up*MQ..&gclid=57944b94fcd21dbacf8c2152860d306f&gclsrc=3p.ds
The article compares two space infrastructure companies: Intuitive Machines (LUNR), which specializes in lunar delivery services with strong NASA contracts but high customer concentration (78% from one customer), and Redwire (RDW), which offers diversified space hardware and robotics serving defense and commercial sectors. Both are unprofitable but show growth potential. Intuitive Machines is recommended as the better buy based on a lower price-to-sales ratio (4.8x vs 6.1x) and expectations of profitability by 2028.
Boeing has returned to profitability with $89.5B in FY2025 revenue but carries a concerning 10x debt-to-equity ratio and negative free cash flow. Space Exploration Technologies shows strong 33% revenue growth to $18.7B but reports a $4.9B net loss due to massive capital investments in Starship and Starlink. The article concludes SpaceX is more appealing for long-term investors despite higher risk, while Boeing may attract turnaround investors.
https://www.ukmto.org/recent-incidents#07aced8e-a42a-4ac3-b9b0-f714c15f61f7
Minutes of the Sept. 15-16 Federal Open Market Committee (FOMC) meeting, released Wednesday, show a central bank united on raising rates and leaning toward another hike.