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The Trump administration is determined to bring manufacturing activity back to the U.S., and tariffs are one of its important tools. In mid-August, President Donald Trump announced a 100% tariff on certain drones and their components to take effect on Sept. 3, 21 days later. “We view the move as positive for domestic producers,” wrote Jefferies analyst Sheila Kahyaoglu at the time, noting that AeroVironment AEVEX Teledyne Technologies Redwire Kratos Defense & Security Solutions and Elbit Systems could benefit.

Record backlog and defense tech integration drive 89.6% revenue growth.

Redwire (NYSE:RDW) reported record second-quarter revenue, gross margin and contracted backlog for 2026, as growth in its defense technology business and continued demand for space systems supported results. The company reaffirmed its full-year revenue outlook and said it expects revenue to build du

Investors are focused on Redwire’s second-quarter results as defense demand and possible government support strengthen its outlook.

IRDM benefited from Rocket Lab’s $8 billion takeover, while VSAT rallied on the value of its scarce spectrum assets.

MDA Space is expanding its sovereign defense footprint through cross-border acquisitions and securing lucrative government infrastructure contracts.

SpaceX's IPO debut offers a template for trading Anthropic and OpenAI's expected Q4 2026 IPOs, including proxy vehicles, supply chain plays, and software sector rotation.

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.

SpaceX stock is flying, and so are shares of older aerospace incumbents like GE Aerospace and Boeing.

Rocket Lab was supposed to ride the wave of the biggest space IPO in years, but it ended up getting swamped.

Redwire stock got hit hard this week, but it's still up 99% in 2026.

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.

SpaceX's imminent market debut is driving fresh attention toward satellite and aerospace names across the sector.

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%.

Investing.com -- Jefferies downgraded shares of Redwire to Hold from Buy, arguing that the space infrastructure company's sharp stock rally has largely priced in its bullish growth outlook, leaving limited near-term upside despite strong industry tailwinds.

Imagine a private company pouring billions into unproven mega-rockets and moonshot ambitions suddenly being valued at over $1.75 trillion. Almost 2x what Apple was worth a decade ago. More than the GDP of most nations.

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.

June S&P 500 E-Mini futures (ESM26) are up +0.67%, and June Nasdaq 100 E-Mini futures (NQM26) are up +1.03% this morning as investors remained hopeful that the latest U.S. strikes on Iran would not derail talks to end the Middle East conflict.

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.

Redwire CFO Chris Edmunds joins Kristen Scholer on NYSE Live to discuss his firm earnings from the first quarter

Redwire (NYSE:RDW) reported sharply higher first-quarter 2026 revenue and record backlog, while management said the company is increasing internal research and development spending to pursue larger opportunities across space and defense markets. Chairman and CEO Peter Cannito said Redwire saw “stro

Peter Cannito: Thank you, Alex. During the first quarter of 2026, Redwire saw strong demand across our differentiated products. During the quarter, Redwire achieved a strong book-to-bill ratio of 1.92 and as a result, ended the quarter with record contracted backlog of $498.1 million, providing confidence in our forecast as we move further into 2026.

Don't want to wait for the SpaceX IPO to invest in space? Good news: You don't have to!

Here are three defense stocks that are expected to post an earnings beat this reporting cycle.