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The Blue Origin explosion reminds us that space is still hard, and that bad things can happen.

Space stocks like AST SpaceMobile and Rocket Lab sold off sharply on Friday after Blue Origin's New Glenn rocket exploded on its launch pad at Cape Canaveral late Thursday night, hitting a sector that had been riding a weeks-long rally ahead of SpaceX's planned IPO.

Space stocks retreated early Friday after Blue Origin's New Glenn spacecraft exploded during a test, causing major mission delays.

Yuri Kojian, Chief Investment Officer at Tema ETFs and portfolio manager of the new $NASA ETF, discusses the fund's launch and its unique position as the first pure-play space fund with direct SpaceX exposure. He delves into the portfolio's strategy, highlighting key holdings such as AST SpaceMobile ($SASTS), Rocket Lab ($RKLB), and Intuitive Machines ($LUNR), and explains why the fund excludes legacy aerospace companies like Boeing. Kojian also shares insights on the evolving space economy, including upcoming IPOs and the role of international players like OHB SE.

ASTS faced additional pressure after Blue Origin's latest New Glenn anomaly.

Several space infrastructure firms rallied to fresh highs as investors preferred to pour into what many see as the next major industrial growth cycle.

NASA selected Astrolab and Lunar Outpost, not Intuitive Machines, for Lunar Terrain Vehicle contracts under the Artemis program. These rover contracts are expected to run over multiple years, creating long-duration workstreams for the selected companies. Intuitive Machines, ticker NasdaqGM:LUNR, retains multi-year revenue visibility through other NASA contracts and missions. The contract loss affects Intuitive Machines' role in a key lunar infrastructure project within the broader Moon...

Intuitive Machines just lost the Lunar Terrain Vehicle contract... or did it?

Redwire and Intuitive Machines gain from lunar and defense demand, but weaker EPS estimate trends leave both space stocks waiting.

Shares of Intuitive Machines (NASDAQ:LUNR) are up 9% in mid-morning trading Thursday, while Rocket Lab (NASDAQ:RKLB) stock is down 3% and Planet Labs (NYSE:PL) stock is lower by 2%. LUNR stock changed hands near $44, RKLB stock around $146, and PL stock near $49. No company issued material news this morning, which makes the split ... Intuitive Machines Rallies 9%, Rocket Lab and Planet Labs Decline in Space Stock Divergence

Elon Musk clarifies SpaceX's AI compute deal with Anthropic is much shorter than the IPO prospectus implied. Space stocks pare rally.

With 28 hedge funds having stakes in the company, Intuitive Machines, Inc. (NASDAQ:LUNR) is among the 9 Best Space Stocks to Buy According to Reddit and Social Media. On May 19, Cantor Fitzgerald raised the firm’s price target on Intuitive Machines, Inc. (NASDAQ:LUNR) to $43 from $26 while maintaining an Overweight rating on the shares. The firm […]

Roth Capital increased its price target for Intuitive Machines to $75 from $50.

Intuitive Machines Inc. (NASDAQ:LUNR) is one of the 9 Stocks With Unbelievable Gains. Intuitive Machines soared by 15.72 percent on Wednesday to close at $40.34 apiece, as investors continued to load portfolios amid developments surrounding the space industry, still buoyed by SpaceX’s upcoming IPO and the National Aeronautics and Space Administration’s (NASA) ambitious Moon exploration […]

SpaceX may be counting down to its IPO, but some people are just too impatient to wait for liftoff. Just look at the share price of Intuitive Machines, which flew nearly 16% on Wednesday and is up more than 125% so far this year as the company transforms from a provider of niche lunar landing gear to an all-in-one infrastructure player at the dawn of a new space age. The Houston, Texas-based company went public via a SPAC merger back in 2023 and, almost exactly a year later, its unmanned lunar lander, Odysseus, gained the distinction of delivering the first American spacecraft to the moon’s surface since the Apollo program.

Intuitive Machines shares sank yesterday as NASA picks rivals for LTV contract. But long-term investors should still consider buying the dip in LUNR stock.

<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>

This Wall Street analysts still loves Intuitive Machines stock -- with or without a Lunar Terrain Vehicle.

These 3 space stocks under $40 could benefit from the SpaceX IPO boom through lunar missions, satellite systems, and orbital services

The VanEck space ETF is up 24% in five days, with Redwire, Rocket Lab, and AST SpaceMobile among the biggest movers

On Tuesday, the company's shares climbed as much as 19% amid broader optimism about the space economy, but closed down nearly 9% after being excluded from NASA's initial selection of lunar rover contractors.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly advancing premarket h

Investors remained hopeful about U.S.-Iran talks, offsetting recent military exchanges.

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.

NASA on Tuesday selected firms to provide lunar landers for its upcoming Moon Base missions. Intuitive Machines reverses.

As part of Artemis, NASA plans on building a Moon Base to serve as a lunar habitat for long-duration exploration and science.

Shares of aerospace and defense company Redwire (NYSE:RDW) jumped 27.3% in the morning session after rocket and satellite stocks rallied, sparked by SpaceX's public filing for what was expected to be the largest-ever initial public offering.

Shares of Space ETFs, rocket manufacturers and satellite operators have recently surged ahead of SpaceX IPO.

Rocket Lab, AST SpaceMobile Rally as SpaceX IPO Excitement Builds

Intuitive Machines already has one $4 billion-plus NASA contract. Is it about to win another one?