Space stocks AST SpaceMobile and Rocket Lab jump 12% on SpaceX IPO buzz and company-specific catalysts.

Shares of AST SpaceMobile and Rocket Lab surged 12% following a recent dip, driven by growing speculation of a SpaceX IPO that is boosting the entire commercial space sector. AST SpaceMobile's upcoming BlueBird 7 satellite launch and strong Q4 2025 revenue beat are key company-specific factors, while Rocket Lab's robust revenue growth, expanding margins, and a $2 billion backlog including a major $816 million contract support its rally. The potential SpaceX IPO is intensifying competition and investor interest, causing volatility but also significant upside in space stocks. Investors should watch for official launch updates and whether these gains hold through market close.