SpaceX (SPCX) Q2 2026: A Big Beat and an $18B Capex Bill SpaceX reported its first quarterly results as a public company on 4 August 2026, and the reaction told you more than the numbers did. Revenue beat. Earnings beat. Adjusted EBITDA beat by a wide margin. The stock fell anyway, to a fresh post-listing…
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Introduction: The Shift from Exploration to Infrastructure The global space economy is undergoing a structural transformation. What was once dominated by government-led exploration is now evolving into a commercially driven ecosystem where infrastructure, not launches, will determine long-term value creation. At the center of this transition is Intuitive Machines (NASDAQ: LUNR), a company that has…
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But before you invest in Redwire, you must read this article to understand if Redwire is for you: The modern space race has entered a new phase. For the past decade, investor attention has been dominated by launch providers like SpaceX and ambitious visions of colonizing Mars. But as the industry matures, the real economic…
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$1.7 Trillion SpaceX – Elun Musk’s Last Company Few companies have reshaped an entire industry as dramatically as SpaceX. A $1.7 trillion company… that most investors still can’t buy. While markets obsess over artificial intelligence stocks and mega-cap tech giants, a different kind of company has been quietly compounding in the background, one that controls…
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Introduction Firefly Aerospace (NASDAQ: FLY) has rapidly evolved from a niche launch startup into one of the most strategically positioned companies in the modern space economy. Following its August 2025 IPO, Firefly now operates as a vertically integrated space logistics provider with active launch systems, proven lunar delivery capability, and deep ties to U.S. government…
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1. Rocket Lab’s 2026 Strategy If you still think of Rocket Lab (RKLB) as just “the small rocket company,” you are looking at a 2021 snapshot of a business that has fundamentally transformed by late 2025. While headlines often fixate on the Electron rocket’s launch cadence, the real story emerging as we head into 2026…
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