Rocket Lab Making Moves, AST Securing Partnerships, Coherus Collabs with STORM, & Nvidia's Solid Quarter

We Took a Look at Rocket Lab (RKLB), AST SpaceMobile (ASTS), Coherus BioSciences (CHRS), & Nvidia (NVDA) this week.

May 31, 2025

We’ve had one exciting week with four reports in our premium research database, spanning from outer space to cutting-edge biotech & big-tech earnings. In this quick recap, I’ll walk you through the core of each report.

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Rocket Lab’s Payload Power Move

Rocket Lab (RKLB) isn’t just launching rockets anymore — it wants to build what goes on those rockets too. In a bold step, RKLB agreed to acquire a company called GEOST that makes high-tech sensor payloads for satellites (the kind used in missile tracking and spycraft). Why does this deal matter? It positions Rocket Lab as a one-stop shop for national security space missions, muscling into territory long held by the big defense contractors. In our report, we went over on how this is a disruptive move that’s flying a bit under the radar, & exactly the kind of strategic leap we love to analyze in depth.

AST SpaceMobile Dials Up Defense

Remember the company building cellphone service from space? AST SpaceMobile (ASTS) just quietly snagged a defense contract that could be a game-changer. The U.S. Space Force (via the Space Development Agency) wants to see if AST’s tech — basically giant satellite-cell towers in orbit, can shore up military communications. This under-the-radar win actually gives ASTS a foot in the door with defense agencies (& not just in the U.S., either). In our full report, we discuss why this small contract could signal much bigger things ahead for AST SpaceMobile’s ambitious vision.

Coherus Stirs Up a STORM in Oncology

Who says small biotechs can’t make big waves? Coherus BioSciences (CHRS) teamed up with UK-based STORM Therapeutics to test an entirely new one-two punch against cancer. They’re combining Coherus’s immunotherapy drug toripalimab (brand name LOQTORZI) with STORM’s novel drug STC-15 in a Phase 1b/2 trial. Why is this intriguing? It’s an unlikely pairing that could unlock new treatment possibilities if it pans out. This story is flying under Wall Street’s radar now (CHRS as a whole for a while now), but we’re watching closely — and we’ll tell you why this combo might be more promising than it appears at first glance.

Nvidia’s Hot Quarter

Nvidia (NVDA) just reminded everyone that the AI boom is very real — and it’s lining Nvidia’s pockets. The company reported Q1 FY2026 earnings that can only be described as jaw-dropping, driven by very strong demand for its AI-focused chips. We break down what the numbers are signaling behind the scenes. (Spoiler: It’s not just “gaming is up” – it’s a whole shift in where the growth is coming from, and it could have longer-term implications for the tech industry.) Nvidia is an AI money machine right now, but how long can they keep it up? Our analysis dives into the data and the outlook, separating the hype from the real indicators you need to know.

That’s a wrap for this week’s highlights! From rockets & satellites to biotech breakthroughs & silicon heroes, innovation is happening everywhere. Our premium subscribers get the full deep-dive reports (along with our IVT models for each company & Portfolio Dashboard).

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