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MDA Space is expanding its sovereign defense footprint through cross-border acquisitions and securing lucrative government infrastructure contracts.
SpaceX's record-setting IPO has investors rushing into space stocks. From Rocket Lab to AST SpaceMobile, here's how to separate the durable winners from the hype in a fast-growing $1 trillion market.
Massive institutional demand for the upcoming SpaceX stock launch is creating a powerful downstream capital rotation into publicly traded space companies.
There are data centers in Texas that were fully built out over a year ago, kitted with server racks, networking, and GPUs, and are sitting idle, waiting for a grid connection. It is a power problem, and it is the same problem slowing AI infrastructure build-out across the U.S. and increasingly abroad.
Shares are up in the last month, but there are potential red flags.
Morningstar assigned SpaceX a $780 billion fair value estimate, calling the shares likely "overvalued" at the proposed IPO valuation.
Investors can expect volatility heading into the SpaceX IPO and after shares of Elon Musk’s rocket company start trading. Shares of Rocket Lab, AST, Intuitive Machines Firefly Aerospace and Redwire dropped an average of 11%.
Institutional capital is strategically rotating into mid-cap space logistics equities ahead of the highly anticipated initial public offering of SpaceX.
Investors race to get space exposure ahead of the SpaceX IPO.
Retail investors are rushing into some space-related trades, according to Vanda Research.
Investors appear to be cheering the fresh defense contract wins, rising hype around the SpaceX IPO, and interest in Redwire’s role in the broader space ecosystem.
As SpaceX eyes a potential June IPO, capital is flowing into space infrastructure stocks like LUNR, RDW, and VOYG, each posting record backlogs in Q1 2026.