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 stock fell 6% to $131.86, dropping below its $135 IPO price for the first time since June, following the unlocking of 319 million shares. This tranche is part of a staggered release schedule that will free most of the company's shares by 2027,...
SpaceX's recent IPO at $135 per share has stirred significant market activity, overshadowing smaller space firms like Firefly Aerospace. Firefly's shares have dropped 56% since their peak in May, partly due to investor focus shifting to SpaceX. Despi...
SK Hynix's IPO followed the 2026 mega-IPO pattern: a strong initial surge to $195, then a drop below $125, before settling around $162, above its $149 offer price. Despite the volatility, its fundamentals are strong with a 76% operating margin and 41...
D1 Capital Partners disclosed a massive stake in SpaceX, holding 126 million shares valued at $21.5 billion, making up nearly 62% of its portfolio as of June 30. This reflects a long-held conviction, as SpaceX only recently went public in June 2026. ...
In the latest 13F filings, Altimeter Capital, led by Brad Gerstner, increased its investments in tech stocks including SpaceX, Cerebras Systems, and Micron during a volatile second quarter. Gerstner views recent semiconductor market dips as buying op...
