Reason: Space fell as a lane on October 7 and October 8 (1 of 11 and 0 of 11 up per the desk's briefs), and $ASTS fell 10.47% on Friday, October 9, the first full session after SpaceX agreed to buy 800 MHz spectrum to make Starlink a mobile carrier (CNBC, October 8); the October 8 brief recorded AST SpaceMobile trading lower after hours on that news. $IRDM stays the only intact long trend; $ASTS, $RKLB and $LUNR sit below their 200-day lines.

Price/RSI Table

As of 2026-10-09. Status reads the 200-day trend first and RSI second; Action is a trend-hold lens: an extended name is never an entry, and a name below its 200-day with a negative year is not a dip.

What Changed Since 2026-10-02

• ASTS: down 12.8% on the week, including 6.13% on October 8 before the spectrum news and 10.47% on Friday after it. It is 36.9% under its 200-day on a −41.27% year: broken.
• RKLB: down 7.72% on the week (4.18% on October 7 and 4.89% on October 8 per the market briefs, cause unknown), 16.4% under its 200-day on a +2.69% year with negative alpha; the long-trend read is rated broken, and the action moves from watch to don't buy.
• LUNR: down 10.33% on the week, 71.79% under its high.
• IRDM: down 3.04% on the week with a weak short-term trend, but 25.7% above its 200-day on a +140.72% year.
• SpaceX itself fell 2.51% on October 7 after reported $40 billion GPU financing talks (CNBC) and 4.19% on October 8 before its after-hours spectrum bounce (market briefs).
• Roster unchanged since October 2: no entrants, no dropouts.

Watch

The FCC is scheduled to vote October 29 on seeking comment on 482 MHz more spectrum for coverage from space (CNBC, per the October 8 brief). IRDM holding its 200-day keeps the lane's one intact trend; Iridium is scheduled to report October 22 (provider estimate).

Sources

• Tape data (price, RSI, returns, one-year change, distance to the 200-day): pre-computed summaries as of the 2026-10-09 settled close, summaries (Massive/Polygon; Schwab for LUNR).
• Prior edition (format and roster only): 2026-10-02-space.
• Event checks: research/stock-events/ (nothing dated October 5-9 for these names), the 2026-10-07 and 2026-10-08 market briefs under research/issues/ (lane counts, SpaceX moves and the after-hours note), research/capture/ for October 5-9 (no October 9 article or social captures on file); news receipts under stocks/news/latest.json` (ASTS and IRDM pulled 2026-10-08, before Friday's session; RKLB and LUNR 2026-09-26).
• Primary links: CNBC, SpaceX spectrum — https://www.cnbc.com/2026/10/08/spacex-spectrum-license-att-verizon-tmobile.html; CNBC, SpaceX GPU financing — https://www.cnbc.com/2026/10/07/spacex-nvidia-chips-apollo-financing.html.