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Early SpaceX investor Peter Diamandis reignited merger speculation by saying a Tesla-SpaceX merger is “not a matter of if but only a matter of when.”
SIDU has quietly emerged as the sector’s standout underdog, remaining the only stock among the four still showing analyst upside.
Micron Technology and Ford Motor jumped more than 3% at close, while Rocket Lab USA closed up nearly 5% on Wednesday.
<body><p>STORY: :: SpaceX</p><p>Shares of U.S. space companies soared on Wednesday, continuing their rise as investors bet that the upcoming mammoth IPO of Elon Musk's SpaceX could force Wall Street to rethink how it values the space economy.</p><p>Shares of Intuitive Machines shot up more than 13%, AST SpaceMobile jumped almost 7%, while Virgin Galactic added more than 10% at one point in Wednesday morning trading.</p><p>:: Rocket Lab</p><p>:: Archive</p><p>Shares of Rocket Lab and Planet Labs also rose, following big gains in the last two sessions.</p><p>SpaceX is poised to become the first trillion-dollar U.S. market debut, immediately cementing it as one of the world's most valuable publicly traded firms.</p><p>:: SpaceX</p><p>Other public companies related to space travel are hoping to benefit from renewed investor attention.</p><p>:: Spacepharma</p><p>Many have struggled to sustain premium valuations despite growing demand for satellite communications, launch services and defense-related off-planet infrastructure.</p><p>:: SpaceX</p><p>SpaceX last week took the wraps off its IPO filing, which showed how the company is betting its future on transitioning into an AI powerhouse, with expectations of long-term infrastructure dominance.</p></body>
Space is becoming increasingly important to national security, and these two companies could become big winners as a result.
Shares of AST SpaceMobile (NASDAQ:ASTS) are up 8% in midday trading on May 27, changing hands near $129. The satellite direct-to-cell name is leading a space-sector sympathy rally tied to SpaceX IPO buzz. The move extends an already torrid run. ASTS stock is up 78% year to date (YTD), making it the headline mover in ... AST SpaceMobile Surges 8%; Virgin Galactic, Rocket Lab Ride the SpaceX IPO Wave
Rocket Lab has cleared a key technical review for the Space Development Agency’s Tracking Layer Tranche 3 program, strengthening its position in the growing national security satellite market. Key Investor TakeawaysRocket Lab (NASDAQ:RKLB) passed System Requirements Review for the SDA’s Tracking Layer Tranche 3 missile defense constellation program.
Rocket Lab (NasdaqGS:RKLB) secured an $816 million System Requirements Review milestone with the U.S. Space Development Agency for the Tracking Layer Tranche 3 missile warning constellation. The company passed the review, setting its solution as the technical baseline for this phase of the SDA program. Rocket Lab also acquired Motiv Space Systems, a specialist in spacecraft robotics and autonomous planetary systems. These developments expand Rocket Lab's role in U.S. national security space...
Redwire (RDW) presents a complex setup right now. The stock is caught between explosive top-line growth fueled by real defense hardware demand and significant profitability challenges. Following its recent surge past $24 in late May 2026, the company's valuation leaves very little margin for error, reflecting a high degree of optimism in a highly speculative space sector.
The company said its proposed missile defense solution has emerged as the technical baseline for the Space Development Agency’s (SDA) program.
The technical Wall Street term for investors short-selling space stocks right now is “getting your face ripped off.” Shares of commercial space companies are on fire lately. Coming into Wednesday trading, shares of Rocket Lab and AST SpaceMobile to name two, were up 74% and 55%, respectively, over the past month, leaving them both up more than 380% over the past 12 months.
Rocket Lab Corporation recently completed the “Viva La StriX” mission from New Zealand, successfully deploying Synspective’s ninth StriX synthetic aperture radar satellite to a 572 km low Earth orbit and extending a series of customized Electron launches for the Japan-based Earth observation constellation. In parallel, Rocket Lab secured a US$90 million U.S. Space Force contract for two Heimdall-equipped geostationary satellites, underscoring how its vertically integrated model now spans...
Rocket Lab Corporation (NASDAQ:RKLB) is among the 10 Best Performing Defense Stocks So Far in 2026. On May 21, the company announced that it had received a $90 million contract from the U.S. Space Force for two geostationary satellites to host a space domain awareness payload. Under the terms of the agreement, the company will […]
Space stocks jumped as investors bet on the upcoming SpaceX IPO.
Firefly Aerospace is selling 4 million shares, and has a deal to help NASA prepare for its permanent presence on the moon.
Record Q1 revenue and a $1.1 billion backlog gave Intuitive Machines a strong operating backdrop, but NASA’s rover awards to Lunar Outpost and Astrolab shifted attention to backlog conversion and the next round of lunar infrastructure work.
Shares of Space ETFs, rocket manufacturers and satellite operators have recently surged ahead of SpaceX IPO.
These two ambitious players are reshaping the space economy, but their distinct business profiles and paths create very different risk and reward profiles for investors.
The pitch for ERShares Private-Public Crossover ETF (NYSEARCA:XOVR) is simple. You cannot buy SpaceX shares on your brokerage app, but XOVR can, and the fund packages that exposure inside a normal ticker you trade like any other ETF. XOVR now holds ~$281 million in SpaceX, which works out to about 23% of the fund. Yet ... XOVR Promised Pre IPO SpaceX Upside, But It Is Down 2% YTD While the S&P 500 Is Up 9%
Shares of AST SpaceMobile (NASDAQ:ASTS) are climbing 20% in midday trading on Tuesday. Planet Labs (NYSE:PL) is up 15%, Rocket Lab (NASDAQ:RKLB) is gaining 6%. The rally is being driven by renewed investor focus on SpaceX’s pending public listing. SpaceX filed its S-1 last week. The document frames a roughly $1.75 trillion targeted valuation against ... AST SpaceMobile Rockets 20%, Planet Labs Soars 15%, Rocket Lab Climbs 6% as SpaceX IPO Lifts the Whole Sector
(Bloomberg) -- Space and satellite-related stocks soared Tuesday as investor enthusiasm around the industry intensified after Elon Musk’s SpaceX filed for a public offering last week.Most Read from BloombergNvidia CEO Urges Super Micro to Tighten Up on ComplianceTrump Doctor Visit Renews Health Scrutiny as 80th Birthday NearsTrump Says He’ll Announce Negotiated Deal With Iran ShortlyRubio Sees Good News Coming on Hormuz as Iran Talks ContinueUS, Iran Inch Toward Deal as Gaps Remain on Uranium, S
This breakneck tech rally still has legs—and it’s driving the stock market higher. The tech rally was being driven by chip stocks again, as Intel climbed 2.8%, Micron Technology jumped 6%, and Sandisk added 3.3% ahead of the opening bell. The on-again, off-again talks between the U.S. and Iran have led to oil prices sliding—and oil stocks were weighing on the S&P 500 and the Dow.
Space stocks were soaring early Tuesday—again. SpaceX seems to be the cause—again—with the 12th test of its huge Starship rocket launching on Friday evening. Shares of Rocket Lab which offers satellite building and launch services, a little like SpaceX, were up 5.8% in premarket trading, while and futures were up 0.7% and 0.5%, respectively.
Nokia, Navitas Semiconductor, and Rocket Lab shares continued their upward momentum in the overnight session headed into Tuesday.
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