Rocket Lab获美太空军合同，Moderna疫苗获批，英特尔拟发股
RocketLab Rises on Space Interest; Moderna Moves on Flu Shot | Stock Movers
Let's talk about Rocket Lab. We're talking about SpaceX. SpaceX has been in the news all summer. Rocket lab now, it plunged 36% last month, but this month it's a different story. It's up about 1% in the premarket. The company is set to report its second quarter 2026 financial results today. Now, it just won a $397 million contract to build and launch a spacecraft for the U.S. Space Force using its upcoming neutron rocket.
我们来谈谈Rocket Lab。我们正在谈论SpaceX。SpaceX整个夏天都在新闻里。Rocket Lab现在，上个月暴跌了36%，但这个月情况不同了。盘前上涨约1%。该公司今天将公布2026年第二季度财务业绩。就在刚刚，它赢得了一份价值3.97亿美元的合同，为美国太空军建造并发射一艘航天器，使用其即将推出的中子火箭。
These are called flashlights. SpaceX the satellite. Okay, so there's satellites that are flatter and more stackable, they say, than their conventional counterparts. Now, more and more private space companies and national space agencies are expected to launch these satellites to upgrade their communication and their surveillance capabilities. So certainly, you will probably be hearing more about flatter lines. Very good in the future.
这些被称为手电筒。SpaceX卫星。好的，所以有比传统卫星更扁平、更易堆叠的卫星，他们说。现在，越来越多的私人太空公司和国家级太空机构预计将发射这些卫星，以升级其通信和监视能力。所以当然，你可能会在未来听到更多关于扁平卫星的消息。非常好。
All right. Uh, what's next? Moderna. So Moderna is moving today. It's up about 2.5% in the pre. We haven't heard about them in a little bit. Right. So the most likely catalyst is just the other day the FDA approved its seasonal influenza vaccine. Covid, I guess, is in the rearview. Now we're talking more about flu. With flu season coming up here, this is a big regulatory win that gives the company its first approved flu shot.
好的。接下来是什么？Moderna。所以Moderna今天在移动。盘前上涨约2.5%。我们有一阵子没听到他们的消息了。对。所以最可能的催化剂是前几天FDA批准了其季节性流感疫苗。新冠，我想，已经过去了。现在我们更多谈论流感。随着流感季节即将到来，这是一个重大的监管胜利，使该公司获得了首个获批的流感疫苗。
They've obviously had other approvals in the past. This is its first flu shot. The move may also be getting support from the company's recent second quarter update, which showed a narrower quarterly loss. Guys all right. Uh, last one Intel. Intel's been in the news and it's in the news today. It's taking advantage of the AI boom and the data center boom. Lots and lots of people are saying I don't want that data center in my backyard.
他们显然过去有过其他批准。这是其首个流感疫苗。这一举动可能还得到了该公司最近的第二季度更新报告的支持，该报告显示季度亏损收窄。各位，好的。最后一个，英特尔。英特尔一直在新闻中，今天也在新闻中。它正在利用人工智能热潮和数据中心热潮。很多人都在说，我不希望那个数据中心建在我家后院。
Well, it's saying this morning that it will be offering $15 billion in common stock amid a renewed interest in its business prospects. Now, Intel says that money. Yeah. No, I'm just, uh, I'm just curious, like you were talking about. They're setting up data centers. When are they going to start helping all the people around the data center? All right, I'm just waiting for the first press release. Like you could even opt for stock man.
嗯，今天早上它表示，在对其业务前景重新产生兴趣之际，将发行150亿美元的普通股。现在，英特尔说这笔钱。是的。不，我只是，呃，我只是好奇，就像你刚才说的。他们正在建立数据中心。他们什么时候开始帮助数据中心周围的所有人？好的，我只是在等待第一份新闻稿。就像你甚至可以选择股票，伙计。
Don't you think? Yeah. I mean, the people around the data center. People are complaining already about the water and different things around these tenders that are popping up. Electricity and electricity to run these things. And who's paying for that electricity? I mean, this is like all of a sudden, you know, it's like a Henrietta Tracy. She was like a huge deal. Let's get political. Yeah, yeah. So what else do you have on Intel?
你不觉得吗？是的。我的意思是，数据中心周边的人们。人们已经在抱怨这些突然出现的数据中心招标相关的水资源和各种问题。还有运行这些设施所需的电力。谁为这些电力买单？我的意思是，这就像突然之间，你知道，就像Henrietta Tracy一样。她当时可是个大新闻。我们谈点政治吧。是啊，是啊。那你还有什么关于英特尔的消息？
So Intel's shares have nearly tripled in value so far this year to about $101 as it works on a turnaround of its business. Now, it does not actually make those eye specific chips. But data center demand has increased sales of its central processing units. Sales in Intel's data center segment soared 59% last quarter, more than double the pace of Intel's overall revenue in the premarket. Intel is down right now, so we'll see what happens.
英特尔股价今年迄今已上涨近两倍，达到约101美元，因为它正在努力扭转业务局面。现在，它实际上并不生产那些特定的人工智能芯片。但数据中心的需求增加了其中央处理器的销量。英特尔数据中心部门的销售额上季度飙升了59%，是英特尔整体营收增速的两倍多。在盘前交易中，英特尔股价目前下跌，所以我们将拭目以待。
But yeah, I mean, yeah, on social media, you just see people saying about these community board hearings and different city council hearings, data center, data center, not in my backyard. They're popping up a lot of places.
但是，是的，我的意思是，是的，在社交媒体上，你只会看到人们谈论这些社区委员会听证会和不同的市议会听证会，数据中心，数据中心，不要建在我家后院。它们正在很多地方涌现。
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