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Rocket Lab Falls 7%, AST SpaceMobile Drops 5%, Intuitive Machines and SpaceX Slip 3% as Space Stocks Pull Back
24/7 Wall St.33d agobearish
Rocket Lab Falls 7%, AST SpaceMobile Drops 5%, Intuitive Machines and SpaceX Slip 3% as Space Stocks Pull Back

Shares of space stocks are selling off across the board midday Monday, with the group’s leaders giving back a chunk of last week’s sharp gains. Rocket Lab (NASDAQ:RKLB) stock is leading the pullback, down 7% to $93.28. AST SpaceMobile (NASDAQ:ASTS) shares are down 5% to $80.61, while SpaceX (NASDAQ:SPCX) stock is off 3% to $157.43. ... Rocket Lab Falls 7%, AST SpaceMobile Drops 5%, Intuitive Machines and SpaceX Slip 3% as Space Stocks Pull Back

SpaceX Blew Past $2 Trillion and Is Joining the Nasdaq-100. Rocket Ship or Bubble?
24/7 Wall St.33d agoneutral
SpaceX Blew Past $2 Trillion and Is Joining the Nasdaq-100. Rocket Ship or Bubble?

$2.13 trillion. That is what public markets say SpaceX (NASDAQ:SPCX) is worth as of this morning, a valuation the company reached less than a month after its June IPO and just ahead of confirmed entry into the Nasdaq-100. The stock trades at $160.46 after slipping 0.95% today, but zoom out and shares are up 5.88% ... SpaceX Blew Past $2 Trillion and Is Joining the Nasdaq-100. Rocket Ship or Bubble?

Zuckerberg’s Insane AI Spending Could Become a Windfall, If Meta Copies SpaceX’s Playbook
24/7 Wall St.33d agobearish
Zuckerberg’s Insane AI Spending Could Become a Windfall, If Meta Copies SpaceX’s Playbook

Meta Platforms (NASDAQ:META) has spent the year getting punished for the exact strategy that may end up minting money. Meta runs the largest advertising machine outside of Google, powered by Facebook, Instagram, WhatsApp, Threads, and Messenger, and has quietly become one of the most aggressive infrastructure builders on the planet. Full-year 2025 capex hit $69.7 ... Zuckerberg’s Insane AI Spending Could Become a Windfall, If Meta Copies SpaceX’s Playbook

Get Ready for SpaceX’s Grand Nasdaq-100 Entrance
The Wall Street Journal33d agoneutral
Get Ready for SpaceX’s Grand Nasdaq-100 Entrance

SpaceX's stock has been on a wild ride since its IPO last month. But buckle up: More big moves could be ahead. Elon Musk's rocket company will officially join the Nasdaq-100 index tomorrow, following Nasdaq's decision to fast-track newly public megacap companies under new inclusion rules.

S&P Global (SPGI): Strong Fundamentals Amid AI Uncertainties?
Insider Monkey33d agoneutral
S&P Global (SPGI): Strong Fundamentals Amid AI Uncertainties?

Middle Coast Investing, an investment advisor firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Q2 marked the S&P 500’s best quarter since Q2 2020, yet underlying market dynamics remained unchanged. The letter highlighted that the market’s performance continued to rely on trends and baskets rather than company […]

Is this the Best Time to Buy CDW Corporation (CDW)?
Insider Monkey33d agobullish
Is this the Best Time to Buy CDW Corporation (CDW)?

Middle Coast Investing, an investment advisor firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Q2 marked the S&P 500’s best quarter since Q2 2020, yet underlying market dynamics remained unchanged. The letter highlighted that the market’s performance continued to rely on trends and baskets rather than company […]

TripAdvisor (TRIP): Influence of Sector Dynamics on Individual Stocks
Insider Monkey33d agoneutral
TripAdvisor (TRIP): Influence of Sector Dynamics on Individual Stocks

Middle Coast Investing, an investment advisor firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Q2 marked the S&P 500’s best quarter since Q2 2020, yet underlying market dynamics remained unchanged. The letter highlighted that the market’s performance continued to rely on trends and baskets rather than company […]

An Analysis on Corpay (CPAY) Stock Trend
Insider Monkey33d agoneutral
An Analysis on Corpay (CPAY) Stock Trend

Middle Coast Investing, an investment advisor firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Q2 marked the S&P 500’s best quarter since Q2 2020, yet underlying market dynamics remained unchanged. The letter highlighted that the market’s performance continued to rely on trends and baskets rather than company […]

Do Non‑SpaceX Space Stocks Offer Real Diversification?
24/7 Wall St.33d agoneutral
Do Non‑SpaceX Space Stocks Offer Real Diversification?

Space Exploration Technologies (NASDAQ:SPCX) is the blue-chip stock to bet on the future of the space economy. With the promise of satellite connectivity and orbital data centers, Elon Musk’s space company really does feel not only exciting but like the missing piece to a growth portfolio that seeks to cover all bases in this AI ... Do Non‑SpaceX Space Stocks Offer Real Diversification?

The Commercial Space Economy Just Crossed $500 Billion in Backlog and These 3 ETFs Own the Pure Play Names
24/7 Wall St.33d agoneutral
The Commercial Space Economy Just Crossed $500 Billion in Backlog and These 3 ETFs Own the Pure Play Names

The commercial space sector hit an inflection point this month. SpaceX began trading on NASDAQ on June 29, 2026, the launch backlog across orbital providers is approaching the half-trillion-dollar mark, and satellite broadband buildouts from Starlink and Amazon Kuiper are pulling in private capital faster than legacy aerospace can absorb it. For investors who want ... The Commercial Space Economy Just Crossed $500 Billion in Backlog and These 3 ETFs Own the Pure Play Names