Cestování Zprávy: 29 Srpen 2025

December 6, 2025, 10:22 AM EST. DJI will end support on January 30, 2026 for six legacy enterprise products (including the Matrice M200 V2, M210 V2, and M210 RTK V2), plus the Zenmuse XT/XT2 thermal cameras and Lightbridge 2. The move is a routine life-cycle update: after that date, there will be no official repairs, firmware updates, or troubleshooting. In real-world news, a drone using a Matrice 30 helped locate a 90-year-old man lost in freezing Oklahoma, identifying a heat signature and guiding responders with audio from the onboard speaker. Another story notes that shots were fired at a police drone during a chase in Lee's Summit, MO, underscoring risks for drone use in law enforcement. And finally, the week features a 374 mph FPV drone world record.

December 6, 2025, 10:20 AM EST. Apple is expanding at Vornado's Penn 11 in Midtown Manhattan, adding two floors totaling about 95,000 SF and bringing its footprint to roughly 550,000 SF. The lease runs through 2035, with reported asking rents around $90/SF. Apple currently occupies floors 4 and 8-16; AMC Networks downsized on the top floors. It's unclear whether the expansion is a direct sublease from AMC or arranged by Vornado. The deal was represented for Apple by David Endelman of JLL; AMC was represented by Neil Goldmacher and Andrew Sachs of Newmark. This marks another Penn 11 expansion following a 2024 upgrade; Samsung recently expanded at Penn 1, and Vornado secured CMBS refinancing in 2025.

December 6, 2025, 10:18 AM EST. SpaceX is moving toward an insider share sale that could push its valuation toward $800 billion, placing Elon Musk's rocket-and-satellite empire ahead of many tech giants. Bloomberg says discussions at Starbase involved the board, with insiders selling and demand shaping a price potentially above $400 per share, or a $750-$800B valuation. The surge follows a July round valuing SpaceX at $400B. The news sparked market moves, including EchoStar stock gains after SpaceX spectrum deals worth several billion dollars. If SpaceX goes public, selling 5% could raise about $40B. Some talk persists about a Starlink spin-off, but that option remains on hold for now.

December 6, 2025, 10:16 AM EST. This piece, by Yiannis, examines why Apple's momentum may persist beyond short-term swings. It frames the discussion around asymmetric opportunities, a disciplined risk framework, and a long horizon. The author emphasizes a focus on high-potential winners before they break out and uses a 2-3 year investment horizon to ride volatility while aiming for durable compounding. The article also includes standard disclosures, noting no current stock positions and independence from Seeking Alpha. Overall, the piece invites readers to consider how capital allocation, margin of safety, and a contrarian lens could explain Apple's continuing momentum in the market.

December 6, 2025, 10:02 AM EST. SpaceX launched 28 Starlink internet satellites from Vandenberg Space Force Base in California, boosting the megaconstellation. A Falcon 9 rocket lifted off at 3:42 p.m. EST, with the first stage returning to a drone ship in the Pacific after 8.5 minutes. Booster 1097 marks its fourth flight. The upper stage deployed the satellites about an hour after liftoff, adding to SpaceX's growing network that already operates more than 9,000 Starlink satellites and has blasted over 10,000 in total over ~6.5 years. Today's launch is the 156th Falcon 9 liftoff of 2025, with more than 70% of missions Starlink. This mission underscores SpaceX's capability to expand its broadband megaconstellation and support global connectivity.