Nuclear Power - President Trump signed four executive orders on May 23, 2025, aimed at initiating a nuclear renaissance to meet the energy demands of AI data centers and domestic manufacturing [2] - The orders required the Nuclear Regulatory Commission (NRC) to expedite reactor licensing timelines and mandated the Department of Energy to have at least three advanced pilot reactors operational by July 4, 2026 [3] - Following these announcements, uranium miners like Uranium Energy Corp. and Centrus Energy Corp. experienced over 20% stock price increases, while small modular reactor companies like Oklo, Inc. and NuScale Power Corp. saw triple-digit gains throughout the year [4] Space - A series of executive orders in 2025 led to a significant rally in the space sector, increasing the total market capitalization of leading U.S. space companies from approximately $450 billion to over $1.3 trillion by year-end [6] - The momentum began with an April 15 executive order promoting commercial solutions in federal contracts and peaked with the December 18 order focused on American space superiority [6] - Following the December announcement, stocks like Intuitive Machines, Inc. and Rocket Lab Corp. experienced double-digit single-day gains, while defense contractors like L3Harris Technologies, Inc. also saw upward trends [8] Quantum Computing - On January 23, 2025, an executive order was signed to prioritize quantum research alongside AI to maintain U.S. leadership over global competitors [9] - A subsequent order on May 23 directed the Department of Energy to address 20 specific technology challenges in the quantum sector [9] - The most significant market movement occurred in October 2025 when reports emerged about the administration considering direct equity stakes in domestic quantum firms, leading to a surge in shares of companies like IonQ, Inc. and Rigetti Computing, Inc. [10][11]

VANCOUVER, Jan. 02, 2026 (GLOBE NEWSWIRE) -- USA News Group News Commentary – As global adversaries field operational hypersonic vehicles, the U.S. has reached a 'Sputnik moment' for tactical space access. With the Pentagon committing over $6.9 billion to hypersonic weapons development for FY 2025[1], the market is no longer looking for 'cheap rides'—it is looking for Speed Superiority. Now , the hypersonic technology market is projected to reach $8.46 billion in 2025, driven by these recent hypersonic weap ...

An executive order boosting the sector didn't have a lasting effect.The market's intuition on Tuesday was to sell out of Intuitive Machines (LUNR 1.08%). It and other space stocks took hits to their share prices, as numerous investors booked quick profits after a recent mini-rally in the sector. Space raceLast Thursday, President Trump issued a new executive order directing federal agencies involved in extraterrestrial activities to help make the U.S. dominant in space. Headlined "Ensuring America's Space ...

18 December 2025 | 7:15PM EST Equity Research Americas Aerospace & Defense: Defense Tech: Initial thoughts on Executive Order - "Ensuring American Space Superiority" On December 18, 2025 President Trump signed an Executive Order (EO) titled "Ensuring American Space Superiority" (link here). The EO identifies a number of the Trump administration's priorities related to space, such as expanding and defending the American presence in space, growing the commercial space economy, and positioning the U.S. as the ...

US-China Space Race & National Security - China views space as a battlefield and has been developing space weapons since 2007, gaining a first-mover advantage [1][2] - The US needs dedicated space superiority capabilities to defend its infrastructure and maintain military and economic superiority [3][4] - The US is behind China in fielding defensive and offensive space capabilities at scale [8] Defense Industry & Supply Chain - Onshoring manufacturing and investing in the US industrial base are crucial for national security, especially with increasing tariffs and China's aggression [6] - The industry anticipates impacts from tariffs, particularly when space superiority systems are produced at scale [5][6] - The Defense Department is shifting capital from legacy programs with billion-dollar satellites to proliferated, low-cost architectures [11] Company Strategy & Investment - The company is building low-cost space superiority platforms designed to defend infrastructure in space [12] - The company focuses on military applications of space rather than civil space [9] - The company plans to raise capital again, benefiting from the intersection of defense tech and space trends [13]