LUNR

Intuitive Machines (LUNR) announced plans to acquire Goonhilly Earth Station and COMSAT, expanding its space-to-Earth network capacity. The deal adds ground station infrastructure to Intuitive Machines' existing lunar and space communications business. No financial terms were disclosed in the announcement.

A tightening launch capacity bottleneck is pushing prices higher across the space industry, with SpaceX raising Falcon 9 pricing and competitors like Rocket Lab experiencing delays. Launch providers and suppliers such as Rocket Lab, Karman Holdings, and Firefly Aerospace are cited as potential beneficiaries, while constellation operators face cost pressures. AST SpaceMobile is flagged as facing risk due to Blue Origin's New Glenn launch failures.