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.
SpaceX shares climbed 4% to $128.92 as tech stocks recovered after a post-election selloff that had pushed SpaceX down 25% in a month. The rebound is supported by strong U.S. jobs data and a rotation back into growth stocks, though challenges remain ...
On November 5, 2026, ARK Invest led by Cathie Wood sold about $134 million worth of Broadcom shares and purchased Nvidia and SpaceX shares totaling roughly $100 million. This move reflects a strategic shift from Broadcom's custom AI chips toward Nvid...
Tesla and SpaceX, Elon Musk's two largest public companies, lost a combined $457 billion in market value between November 3 and 5, 2026, following Democratic wins in Congress and key Texas races. Tesla's stock dropped nearly 14%, while SpaceX fell ov...
SpaceX shares plunged from $135.92 to $123.62 during a market selloff, with analysts warning of further declines toward $108, near its all-time low of $104.83. The massive October unlock of nearly 2 billion shares, worth over $300 billion, has increa...
Local voters across multiple states overwhelmingly opposed new data center projects in 40 of 41 ballot measures, causing sharp declines in AI infrastructure stocks including SpaceX, CoreWeave, and Nebius. Elon Musk, who invested heavily in political ...
