Driven by groundbreaking innovation and growing investor interest, the space economy is taking off. The S&P Kensho Space Index’s outperformance compared with the S&P 500 underscores rising confidence and a bullish market mood.The space index has added 68.94% over the past year and 47.79% year to date, significantly outpacing the broad market index, which has gained 16.28% and 14.51% over the same period, respectively.Investors Reaching for the Stars as Space Funding SoarsAccording to a recent report by Sera ...

On the Space Stage at TechCrunch Disrupt 2025, top space tech investors discuss where capital is flowing in the space economy. Register today to save. https://t.co/nAdLKs54R6 ...

On the Space Stage at TechCrunch Disrupt 2025, top investors Celeste Ford, Chris Morales, and Morgan Beller will explore where capital is flowing in the space economy and what startups need to stand out. Together, they’ll dive into where capital is flowing, what founders must demonstrate to win funding, and how investment strategies are shifting as the commercialization of space accelerates. As governments and private markets place bigger bets on space, the funding landscape is rapidly evolving. If you’ ...

Key Points EchoStar sold even more of its wireless spectrum assets to SpaceX for $17 billion, with half in SpaceX shares. This follows the $23 billion sale to AT&T in August. Verizon is now reportedly in talks to acquire even more assets from EchoStar. 10 stocks we like better than EchoStar › Shares of EchoStar (NASDAQ: SATS) rallied another 23.6% in September, according to data from S&P Global Market Intelligence. EchoStar's rally was all the more notable, given that EchoStar had already rallie ...

Core Insights - Growing global demand for commercial satellites, especially for communications and climate monitoring, is driving investor interest in space-focused companies like Rocket Lab USA (RKLB) and Planet Labs PBC (PL) [1] - Increased government spending on advanced space-based defense capabilities is further propelling the space economy [1] Summary for Rocket Lab (RKLB) - Recent Achievements: In September 2025, RKLB delivered two Explorer-class spacecraft to NASA for the ESCAPADE mission, showcasing its role in advanced scientific research [4]. In August, RKLB opened Launch Complex 3 for its Neutron rocket and completed its 70th Electron launch, reinforcing its leadership in responsive space operations [5] - Financial Stability: As of the end of Q2, Rocket Lab had cash and cash equivalents of $688 million, with current debt at $17 million and long-term debt at $415 million, indicating a solid solvency position [6] - Challenges: High operating expenses due to investments in next-generation technologies like the Neutron rocket may lead to continued losses in the short run, as costs have outpaced revenue growth [7] Summary for Planet Labs (PL) - Recent Achievements: In September 2025, Planet Labs announced the production of next-generation Pelican satellites in Germany, enhancing its presence in the European market [8]. The company also made data products from its Tanager-1 satellite available, including new offerings to track greenhouse gas emissions [9] - Financial Stability: Planet Labs ended Q2 of fiscal 2026 with cash and cash equivalents of $278 million, with no current or long-term debt, allowing for continued investment in agile space missions [11] - Challenges: Planet Labs is still in a growth phase and has not achieved consistent profitability, facing high R&D expenses and market uncertainties regarding demand for satellites and data products [12][13] Comparative Analysis - Sales Estimates: The Zacks Consensus Estimate for Rocket Lab's 2025 sales suggests a 34.7% increase year-over-year, while Planet Labs' fiscal 2026 sales are expected to improve by 16.6% [14][15] - Stock Performance: Over the past year, PL shares have surged 434%, outperforming RKLB's 376.8% increase [18] - Valuation: Planet Labs has a forward sales multiple of 9.00X, significantly lower than Rocket Lab's 28.67X [19] Conclusion - Rocket Lab is positioned as the stronger contender due to its diverse offerings and consistent launch record, despite Planet Labs' stock outperformance and discounted valuation [22]. Rocket Lab's cash reserves of $688 million provide a better foundation for long-term growth compared to Planet Labs [23]

Welcome to the Green Stock News Brief for Tuesday, September 16th. Here are today's top headlines. Voyager Technologies has launched Space Edge, the first known multicloud region in space to enable realtime in orbit data processing up to 30 times faster than traditional satellite to ground methods.Built on technology from its LEOC cloud acquisition, the secure, scalable platform supports advanced encryption and opens new civil and commercial revenue opportunities for the growing space economy. Redwire will ...

Core Viewpoint - Rocket Lab (NASDAQ: RKLB) stands out in the space economy with unique capital efficiency and vertical integration, establishing a complete space ecosystem through high-frequency, low-cost launch services and end-to-end satellite solutions, leading the global commercial space sector [3][4][5]. Group 1: Company Overview and History - Rocket Lab was founded in 2006 by Peter Beck in New Zealand, driven by his passion for engineering and technology [6][8]. - The company aimed to develop lightweight rockets specifically for small satellite launches, achieving its first successful launch in 2009, making it the first private company in the Southern Hemisphere to reach space [8][9]. - Rocket Lab's strategic shift to the U.S. in 2013 allowed it to access a larger market and resources, leading to the development of its flagship Electron rocket [9][10]. Group 2: Business Growth and Financial Performance - Rocket Lab's recent financial report for Q2 2025 showed revenue of $144 million, exceeding market expectations and reflecting a 36% year-over-year growth, with launch services revenue up 58.5% and space systems revenue up 27.3% [20][24]. - The company's gross margin improved significantly to 32.1%, up from 25.6% year-over-year, with expectations for further increases in the upcoming quarters [24][29]. - Rocket Lab's backlog of orders totals approximately $1 billion, with 58% expected to convert to revenue within the next 12 months, indicating strong future growth potential [24][25]. Group 3: Strategic Developments and Future Outlook - The development of the Neutron rocket, aimed at the medium-lift market, is a critical part of Rocket Lab's strategy, with plans for its first launch by the end of 2025 [12][27]. - The company is enhancing its capabilities through strategic acquisitions, such as Geost and Mynaric, which will bolster its position in national security and deep space missions [25][27]. - Rocket Lab's end-to-end space ecosystem allows it to enter high-value markets, including satellite communications, space data storage, and space debris management, creating significant growth opportunities [21][19][30].

I I did a due diligence on a space-based data center about a month ago, right? A bunch of a bunch of people from companies you've heard of before are starting to put a redundant data center in space. I'm like, what are we what are we what are we doing? Welcome to Warrior Money, the show devoted to supporting our brothers veterans. I'm Patrick Mur and I'm Dan Coons. Today we are looking at aerospace, one of the most critical sectors in our economy and national security and how it's going to relate to you. Wh ...

Space Economy Overview - Global commercial space revenue increased by 8% year-over-year to $613 billion [1] - The private sector accounts for 78% of the space economy, valued at $480 billion in 2024 [1][3] - Government budgets contribute just over $130 billion to the space economy [1] Commercial Sector Breakdown - Position, Navigation, and Timing (PNT) comprises $231 billion of the commercial market [4] - Ground infrastructure and equipment is the second largest service at $123 billion [4] - Both PNT and ground infrastructure subsectors experienced 10% growth year-over-year [4] US Investment and Leadership - The United States is the number one investor in the global space economy across all sectors [6] - US national security investment in space is $49 billion, with over 90% allocated to the United States Space Force [7] - The United States is investing $27 billion in the civil government space economy [7] - The United States launched a record 97 rockets in the first six months of 2025 [8] Golden Dome Project - Golden Dome is a national security initiative valued at $175 billion for the entire development effort [8] - The project aims for a three-year timeline, focusing on mature and existing capabilities [15] - Multiple companies are expected to contribute to the project, covering launch, sensing, tracking, and intercepting capabilities [14]

Core Insights - The space economy is experiencing significant growth, driven by innovation and investor enthusiasm, as evidenced by the S&P Kensho Space Index outperforming the S&P 500 [1] Investment Performance - The S&P Kensho Space Index has increased by 51.99% over the past year and 22.26% year to date, while the S&P 500 has gained 12.69% and 7.07% respectively during the same periods [2] Market Projections - Experts predict the global space economy will nearly triple by 2035, reaching approximately $1.8 trillion, fueled by space exploration, tourism, and practical satellite applications [3] Militarization of Space - The militarization of space is becoming crucial for defense operations, with initiatives like President Trump's proposed $175 billion Golden Dome missile defense concept highlighting the trend [4] - Europe’s "ReArm" initiative and NATO's proposal to increase defense spending to 5% of GDP indicate a broader commitment to military investment in space [5] Space Tourism - The space tourism market is projected to reach $10.09 billion by 2030, growing at a CAGR of 44.8% from 2024 to 2030, driven by high net worth individuals and increased R&D investments [6] Climate Control - Space technologies are playing a vital role in climate control, with investments focusing on disaster management and monitoring, enhancing communication networks, and optimizing satellite tracking [7] Investment Vehicles - Space-focused ETFs are gaining traction as investors seek exposure to the growing space economy, particularly in light of the militarization trend [8] - Notable ETFs include ARK Space Exploration & Innovation ETF (ARKX), Spear Alpha ETF (SPRX), Procure Space ETF (UFO), and SPDR S&P Kensho Final Frontiers ETF (ROKT), with ARKX being the most liquid option [10] ETF Performance - ARKX has an asset base of $385.2 billion, the largest among its peers, while SPRX has shown significant performance, gaining 23.96% over the past month [11]