Schwab Network on $RKLB (Nov 9, 2026)

So now it appears that other launch operators, like Rocket Lab, are trying to fill this gap with their Electron rockets.

There is AST Space Mobile, as well as Lunar Fly, PL. SpaceX rose 5%, Rocket Labs 9%, but shares of four of these companies rose by up to 13%.

Before talking about Rocket Lab and AST Space Mobile, I want to discuss SpaceX and its future prospects.

You mentioned Starlink and Starship. Where do you think SpaceX is going ? Is it leading the industry ? Its current price is $140. You said public SpaceX sets a standard. What does this mean?

other companies in the space industry , such as Rocket Lab, which is looking to buy Iridium , are trying to combine the launcher and satellite companies.

Now let's talk about Rocket Lab. So, although it decreased by 50 percent in 6 months, it has now increased slightly. Are these stocks worth buying? I think the main thing about Rocket Lab is that each of their Electron rockets, we see great pictures of it, and they've launched about 100 rockets.

They are launching their 100th rocket this month.

Yes, they're pretty impressive, but you'd have to launch 75 of them to send the same payload into space as a single Falcon 9 rocket.

So they are primarily designed for small satellite providers , so they can send their payloads into orbit without having to wait for a big rideshare launch from Blue Origin or SpaceX.

Now Rocket Lab's Neutron rocket is coming, which is relatively more compatible with the Falcon 9. The main thing is that it is delayed and there is a launch before it. So we will have the opportunity to see the reflection of all the efforts in the development of that rocket.

So , yes, I think Rocket Lab, especially with the Iridium acquisition, is trying to establish itself as a direct competitor. There is still much to see. There are some major technical hurdles they need to overcome.

The good news is that they have a regular launch process, which many other players in the industry don't have, be it United Launch Alliance or Blue Origin. And I think maintaining that launch is going to be a big part of the story in 2027.

I know you can't give stock recommendations from Hyperframe Research, but when we think about leadership qualities—Elon Musk and SpaceX and the other two we talked about, Rocket Lab and AST SpaceMobile—is everyone getting into a deal ?

So, those who are moving faster , like Rocket Lab in terms of launches or AST Spacemobile in terms of satellites , will be more able to survive in this new space market , because we really need a worthy competitor to SpaceX.

And while 79% of SpaceX's launches are booked for their own upcoming work , the remaining launches are ones they have already committed to the government or NASA. So I think it's very important to have a viable launch business and I think these companies, especially Rocket Lab, are in a very good position.