CHANTILLY, Va.--(BUSINESS WIRE)--Amentum (NYSE: AMTM) led a major milestone for NASA's Artemis II mission with the successful rollout of the Space Launch System (SLS) rocket and Orion spacecraft from the Vehicle Assembly Building (VAB) to Launch Complex 39B (LC-39B) at Kennedy Space Center. The rollout marks a key step in final preparations for the crewed Artemis launch. During the mission, the Orion crew capsule will carry four astronauts on an approximately 10-day journey around the Moon and back. It will ...

Core Insights - Global investment in space technology is expected to increase further in 2026, driven by government spending on defense-linked satellite systems and private sector investments in launch capacity [1][2] - The integration of AI into space hardware and analytics, along with the potential SpaceX IPO, are anticipated to fuel funding momentum in the sector [2] Investment Trends - Investments in the space sector reached record levels in 2025, with private investment growing by 48% to $12.4 billion, including $3.8 billion in Q4 [3] - The funding in 2025 surpassed the previous peak set in 2021 and marked a full recovery from the downturn experienced in 2022, outperforming the broader venture capital market [3] Regional Insights - The U.S. led global investment in 2025 with $7.3 billion, accounting for approximately 60% of total funding, largely due to spending on launch services and defense-related programs [4] - In Europe, growth was more modest, while investments in Asia remained high, with China contributing around $2 billion as it accelerated domestic launch and satellite manufacturing [5]

Core Insights - The excitement for IPOs in 2026 is driven by potential candidates in new sectors, particularly AI, with SpaceX and OpenAI being notable contenders [1][9] Group 1: SpaceX - SpaceX, founded by Elon Musk in 2002, focuses on building rockets from reusable materials to reduce launch costs and aims for lunar and planetary travel [4] - The company has developed low-Earth-orbit satellites for high-speed internet access, with Starlink having 9,357 satellites in orbit and a goal of 42,000 [5] - Reports suggest SpaceX could raise over $30 billion in an IPO, with a potential valuation of $1.5 trillion, following a recent secondary share sale at an $800 billion valuation [6] - Projected revenue for SpaceX is about $15.5 billion in 2025, with Starlink boasting 9 million active users across 155 countries, adding 20,000 users daily [7] Group 2: OpenAI - OpenAI's ChatGPT utilizes large language models for human-like conversations and can generate various forms of content, including images and code [8] - OpenAI is also considering an IPO, with potential valuations exceeding $1 trillion, although the timing remains uncertain [9][10] - ChatGPT is recognized as the fastest-growing consumer application, reaching 800 million active weekly users as of last October [10]

Core Viewpoint - Redwire's stock has experienced significant volatility, but the potential for growth exists, particularly in light of the upcoming SpaceX IPO and increasing defense spending globally [1][7]. Company Overview - Redwire is a space-tech company specializing in advanced hardware such as docking systems, UAS technologies, solar-power systems, and sensors, with a strong focus on the defense sector while also catering to research and commercial needs [2]. Financial Performance - In Q3 of the previous year, Redwire's revenue rose approximately 51% year over year to $103.4 million, although this growth fell short of market expectations, leading to a valuation decline post-report [3]. - The company's non-GAAP gross margin improved to 27.1%, up 9.6 percentage points from 17.5% in the same quarter the previous year, but the company still reported a wider-than-expected loss due to rising operating expenses [4]. Market Position - Redwire has a market capitalization of about $1.9 billion and trades at approximately 3.5 times the expected revenue for 2026, suggesting it may be undervalued based on recent sales momentum [5]. - The stock has surged roughly 40% over the last month, influenced by SpaceX's IPO news and increasing global defense spending [7]. Future Prospects - Redwire has secured significant contracts, including a $44 million deal with DARPA and a contract for docking systems for a new spacecraft, indicating promising growth opportunities [6]. - The growth cycle for space-based defense technology is still in its early stages, suggesting potential for further expansion in the sector [7].

Company Overview - Intuitive Machines is a Houston-based aerospace company focused on providing advanced lunar and orbital solutions for the space industry, supporting robotic and human exploration of the Moon and beyond [8] - The company offers services related to lunar access, orbital services, and lunar data through its various business units, positioning itself as a key enabler of sustained lunar exploration [7][8] - As of January 8, 2026, the company has a market capitalization of $3.07 billion, with a revenue of $218.49 million and a net income of -$193.22 million [4] Recent Insider Transaction - On January 8, 2026, CEO Stephen J. Altemus executed an option exercise and immediate sale of 12,669 shares for a total transaction value of approximately $253,400 [1][2] - The shares sold represented just 0.09% of Altemus's direct ownership, leaving his stake essentially unchanged at over 13.8 million shares [6] - The transaction was part of a Rule 10b5-1 trading plan adopted by Altemus in December 2024, indicating it was not based on insider information [9][10] Market Performance - The sale occurred when Intuitive Machines' stock was on an upswing, reaching a 52-week high of $24.95 on January 24, 2026, due to new customer contracts and the acquisition of Lanteris Space Systems [11] - The company's price-to-sales ratio rose to nearly 11, suggesting that while the stock price has increased, it may be a good time to sell rather than buy [11]

AST SpaceMobile Inc (NASDAQ:ASTS) experienced a significant Power Inflow alert, a key bullish indicator that is closely tracked by traders who value order flow analytics, specifically institutional and retail order flow data.At January 15 at 9:57 AM EST, ASTS triggered a Power Inflow signal at a price of $95.81. ASTS's price had seen some slight pullback following an initial price rise prior to the Power Inflow alert. At the time of the signal, and then thereafter, both retail and institutional trading inte ...

Rocket Lab Corporation ( RKLB ) enters 2026 as one of the very few vertically integrated vertical space primes that truly matters in the space of national security. RKLB has appreciated over 100% fromHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. Investment Styl ...

New PatentVest Pulse analysis examines Elon Musk’s SpaceX, Jeff Bezos–backed Blue Origin, Rocket Lab, and China’s growing influenceDallas, TX, Jan. 14, 2026 (GLOBE NEWSWIRE) -- PatentVest today announced the release of a new PatentVest Pulse report, The Patent Battlefield: How IP Portfolios Reveal the True Winners in the $1.8 Trillion Space Economy, a first-of-its-kind analysis using patent data to reveal who is positioned to win as the space sector goes mainstream. With Elon Musk’s SpaceX rumored to pursue ...

Core Insights - Rocket Lab (RKLB) has experienced a significant increase in stock value, soaring over 550% since being identified as a bullish pick [1] Group 1: Company Overview - Rocket Lab is highlighted as a successful investment opportunity, particularly noted for its substantial stock price increase [1] Group 2: Analyst Background - Daniel Sereda serves as the chief investment analyst at a family office, managing investments across various asset classes and regions [1] - The analyst emphasizes the importance of filtering vast amounts of information to identify critical investment ideas [1]

Wedbush analyst Dan Ives raised the price target for Planet Labs Inc. (NYSE:PL) stock to $28 from $20, highlighting the “significant demand” for the space technology company’s satellites and data in both U.S. and international markets, especially in defense and intelligence applications. The price hike indicates an upside of 10.58% from Tuesday’s close at $25.32.He also noted the potential for increased use cases for solar data applications through AI integration, positioning Planet Labs at “the intersectio ...