Following SpaceX's public listing, the space economy has gained investor attention, especially lunar infrastructure. Intuitive Machines reported a record Q1 2026 revenue of $186.7 million, nearly tripling last year, and holds a $1.1 billion backlog. Growth was driven by its $800 million acquisition of Lanteris Space Systems and contracts from NASA and the U.S. Space Force. The company is evolving from a lunar lander specialist to a multi-domain space contractor, reflecting the shift of lunar exploration into a commercial procurement program with recurring revenue opportunities. Risks remain from government contract timing and integration challenges, but the sector is becoming a distinct investment theme.
Wall Street ended the week lower, led by a sharp selloff in semiconductor and big tech stocks, with ON Semiconductor down nearly 30% and others like Western Digital and Arm Holdings also falling significantly. Despite strong earnings from Micron Tech...
SpaceX's 2026 IPO on Nasdaq under the ticker SPCX has established a public market benchmark for the space launch economy, prompting investors to seek other investable companies in the sector. Rocket Lab Corporation (Nasdaq: RKLB) stands out with reco...
Micron reported a stellar earnings quarter with revenue soaring to $41 billion, driven by accelerating AI demand and tight supply. Despite a 16% stock surge post-earnings, the price quickly retraced, reflecting concerns that much of the upside is alr...
SpaceX's valuation has risen to about $2 trillion, establishing a new benchmark for the space economy, which has been undervalued for years. This valuation provides a real-money comparison for smaller public space companies like Rocket Lab, Planet La...
Oppenheimer analyst Timothy Horan set a $250 price target on SpaceX, emphasizing the company's strong position in artificial intelligence, particularly in robotics and autonomous systems. Starlink is expected to be SpaceX's primary revenue driver, ta...
