Motley Fool Money “Alexa, Let’s Go to Outer Space”
Apr 2, 2026
Jon Quast, Motley Fool analyst who covers retail, housing, and space business trends, and Matt Frankel, longtime investing analyst focused on company fundamentals. They discuss Amazon’s reported interest in Globalstar and why satellite spectrum matters. They debate RH’s weak quarter and housing links. They close by recommending classic, approachable investing books for beginners.
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Watching Artemis II From Home
- Jon Quast watched the Artemis II launch from his front yard in Florida with his nine-year-old, showing local enthusiasm for space.
- Tyler Crowe and Jon both described the rocket launches as consistently exciting and visually impressive.
Why Amazon Wants Globalstar Spectrum
- Amazon's interest in Globalstar is likely driven by Globalstar's valuable spectrum licenses that speed satellite rollout.
- Globalstar holds spectrum in 120+ countries plus a large license usable for consumer satellite internet, accelerating Amazon's plan to rival Starlink.
Globalstar Gives Amazon Ready Revenue While It Scales
- Acquiring Globalstar would give Amazon a reliable near-term revenue stream while it scales its own satellite fleet.
- Globalstar already generates recurring income (large customer concentration) and Amazon can buy it for a modest sum relative to its market cap.
