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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is currently a major focus of community debate as investors weigh record-breaking financial results and a massive share buyback against a muted market reaction that many attribute to volatility-harvesting by market makers. While long-term holders view the company's dominant AI infrastructure role as a clear buy signal, traders are actively analyzing whether the stock will break out of its post-earnings consolidation or suffer from the typical sell-the-news rotation.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is currently at the center of investor focus as excitement builds around an expected SpaceX IPO, with the community actively debating whether this will serve as a rising tide for the space sector or trigger a rotation of capital away from companies like RKLB. While some investors are concerned about share offerings and high valuations, bulls remain heavily focused on the company's backlog, execution of its Neutron launch vehicle, and its positioning as a leading, vertically integrated aerospace provider.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuit shares are seeing significant volatility as investors debate the impact of generative AI on its tax software dominance, with sentiment split between those viewing the recent sell-off as an oversold buying opportunity and those fearing long-term structural disruption. The community is actively discussing the company's recent workforce reductions, ongoing share buybacks, and the broader valuation reset currently affecting the software and SaaS sectors.

Applied Digital Corporation

Applied Digital is trending as it surpasses 1 GW of contracted capacity, highlighted by a major 15-year hyperscaler lease at its Polaris Forge 3 campus, which now secures $31 billion in total contracted revenue. While the stock has seen significant volatility, the community is intensely focused on this rapid expansion, with many investors debating whether this price dip is a tactical entry point for long-term growth or a sign of broader market cooling.

e.l.f. Beauty, Inc. is a holding company, which engages in the provision of inclusive, accessible, clean, vegan and cruelty free cosmetics and skin care products. The company focuses on the e-commerce, national retailers and international business channels. Its brands include elf, elf skin, naturium, well people, and keys soulcare. The company was founded in 2004 and is headquartered in Oakland, CA.

e.l.f. Beauty Inc

e.l.f. Beauty shares are experiencing high volatility as investors weigh the company's strong revenue growth and international expansion against concerns over tariff impacts and softer forward guidance ahead of its upcoming earnings call. The community remains deeply divided, with many bulls highlighting the brand's 'lipstick effect' resilience and potential for a short squeeze, while bears point to financial pressures and valuation concerns as reasons for the stock's recent downtrend.

Redwire Corp. manufactures and supplies space equipment. It offers critical space solutions and reliability components for the next generation space economy with IP for solar power generation and in-space 3D printing and manufacturing. It assists its customers in solving challenges of future space missions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Redwire is experiencing significant momentum and investor interest as the community positions for the upcoming SpaceX IPO, viewing the company as a vital infrastructure backbone for the space economy. Traders are closely monitoring the stock's volume and recent defense contract wins, with many debating the impact of ongoing institutional accumulation against potential volatility as the sector remains in the spotlight.

Paimon SpaceX SPV Token (SPCX) offers investors exclusive access to SpaceX's growth potential through a British Virgin Islands Special Purpose Vehicle structure. Each token represents fractional ownership in the underlying SPV that invests in venture capital funds with SpaceX exposure. SPCX provides a unique opportunity to participate in the space industry's leading innovator. The token structure enables global qualified investors to access this premium late-stage venture equity that would typically be unavailable to most. SPCX is deployed on BNB Chain with plans for multi-chain expansion.

Paimon SpaceX SPV Token

The community is intensely focused on reports that SpaceX has selected the Nasdaq for a high-profile IPO under the symbol $SPCX.X, with discussions weighing the massive valuation against heavy capital expenditures and future AI infrastructure ambitions. While many investors debate the risks of a potential rug-pull or scam token versus a legitimate public offering, others are actively analyzing how this event might reshape sector liquidity and impact related aerospace stocks.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is trending due to the announcement of an AI-powered shopping integration with Google Gemini, which has sparked a polarized debate among investors about the company's long-term turnaround potential. While bulls are highlighting the partnership and high-profile athlete endorsements as catalysts for a rebound, bears remain focused on sluggish sales and persistent downward price action.

ASP Isotopes, Inc. is a pre-commercial stage advanced materials company, which engages in the development of technology and processes that will allow for the enrichment of natural isotopes into higher concentration products. Its products include medical, green energy, and Industrial isotopes. The company was founded by Paul E. Mann and Robert Ainscow on September 13, 2021 and is headquartered in Dallas, TX.

ASP Isotopes Inc

ASP Isotopes is trending as investors react to a new memorandum of understanding with a European nuclear technology company for HALEU fuel supply, sparking debate over the company's timeline for commercial isotope production. While bullish investors point to high-profile institutional interest and potential for strategic breakthroughs in nuclear and semiconductor sectors, skeptics continue to express frustration over delayed project milestones and lack of consistent revenue.

Micware Co. Ltd. engages in software development services and innovative IT solutions mainly focused on the automotive and mobility sectors. It operates through the following segments: Software Defined Vehicles (SDV), Location-Based Services (LBS), and Others. The SDV segment relates to the development and sale of software systems designed for SDV, including IVI system software and other mobility-enhancing software products, conducted by its Japanese subsidiaries. The LBS segment covers the development and licensing of in-vehicle navigation software systems, and other geographic data-based services for business-to-business customers, mainly serving end users. The Other segment comprises software development services conducted by overseas subsidiaries designed for SDV, and business-to-consumer mobile app services unrelated to in-vehicle navigation. The company was founded by Kenji Narishima in March 2003 and is headquartered in Kobe, Japan.

Micware Co. Ltd. - ADR

Micware Co. Ltd. (MWC) is experiencing extreme volatility following its recent IPO, with the community actively debating whether the aggressive price swings represent a genuine move driven by institutional backing or a classic pump-and-dump scheme. Investors are closely tracking the stock's low float and after-hours activity while clashing over the legitimacy of its automotive software partnerships and recent valuation shifts.

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Inside the Joint NASA Proposal That Could Bring Microgravity Flight Back to North America

Inside the Joint NASA Proposal That Could Bring Microgravity Flight Back to North America Inside the Joint NASA Proposal That Could Bring Microgravity Flight Back to North America PR Newswire CAPE CANAVERAL, Fla., May 20, 2026 Issued on behalf of Starfighters Space, Inc.A supersonic test operator...

How Is Rocket Lab Strengthening Its End-to-End Space Model?

RKLB is building an end-to-end space model launch, spacecraft systems and mission ops to diversify revenues and deepen its market position.

<ul class="summary-bullets"><li>Najarian called SpaceX a “$1.75T monster” and said RKLB, ASTS, LUNR, and “the rest of the space crew are primed to soar.”</li><li>SpaceX could reportedly file publicly for its IPO as soon as this week, ahead of a possible June Nasdaq listing under the ticker “SPCX.”</li><li>Goldman Sachs and Morgan Stanley reportedly secured top positions on SpaceX’s IPO prospectus.</li></ul>Shares of Rocket Lab (RKLB), AST SpaceMobile (ASTS), Intuitive Machines (LUNR) and EchoStar (SATS) are in focus late Tuesday as veteran trader Jon Najarian said that SpaceX’s potential $1.75 trillion valuation could trigger a massive ripple effect across the broader space trade.On Tuesday,&nbsp;<a href="https://stocktwits.com/symbol/ASTS">ASTS</a> gained over 1%, while&nbsp;<a href="https://stocktwits.com/symbol/RKLB">RKLB</a> and&nbsp;<a href="https://stocktwits.com/symbol/LUNR">LUNR</a> fell around 3%.&nbsp;<a href="https://stocktwits.com/symbol/SATS">SATS</a> traded nearly flat.&nbsp;<h2 class="st-heading-2">Investor Calls SpaceX A ‘$1.75T Monster’</h2>“Space is heating up!” Najarian, a former Chicago Board Options Exchange floor trader,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/jonnajarian/status/2056709630005301413">said on X</a>. “SpaceX eyeing $1.5T–$1.75T valuation — already double where it was, and richly priced,” he said.&nbsp;&nbsp;While cautioning that “quick doubles” may require patience, the investor said the “ripple effect is massive,” adding that RKLB, ASTS, LUNR and “the rest of the space crew are primed to soar as headlines stay locked on this $1.75T monster.” “Space bulls — this is your decade,” he added.Investor excitement across the space sector has intensified as SpaceX moves closer to what could be the largest IPO in Wall Street history. The Elon Musk-led rocket, satellite, and AI giant could&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/spacex-accelerates-ipo-timeline-targets-june-11-pricing-nasdaq-2026-05-15/">reportedly</a> publicly file for its IPO as soon as this week, ahead of a potential June 12 Nasdaq listing under the ticker “SPCX.” SpaceX is reportedly targeting a valuation north of $2 trillion while seeking to raise up to $75 billion.Meanwhile, Goldman Sachs has&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-05-19/goldman-sachs-is-said-to-lead-spacex-s-mega-ipo-bank-lineup">reportedly</a> secured the leading position on the cover of SpaceX’s IPO prospectus, alongside Morgan Stanley. Bank of America, Citigroup and JPMorgan Chase were also apparently listed among the lead banks tied to the offering.<h2 class="st-heading-2">SpaceX Catalysts</h2>The frenzy accelerated further as investors viewed SpaceX not just as a rocket and satellite company, but as a growing AI player. SpaceX&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-05-19/spacex-is-said-to-plan-to-buy-startup-cursor-30-days-after-ipo">reportedly</a> expects to move ahead with its acquisition of AI coding startup Cursor 30 days after the IPO. The company had apparently secured the right to acquire Cursor for $60 billion later this year, or to pay a $10 billion breakup fee tied to the partnership.Focus has also turned to SpaceX’s upcoming&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/starshipv3-elonmusk-spacex-ipo/cZXuDacReNX">Starship V3 launch</a>, which is viewed as one of the company’s most important pre-IPO catalysts. The upgraded fully reusable rocket is expected to feature improvements in payload capacity, heat-shield systems, propellant transfer capabilities and orbital refueling architecture for future Moon and Mars missions. Investors are also watching whether Starship V3 can validate SpaceX’s strategy to lower launch costs and scale Starlink deployment.<h2 class="st-heading-2">ASTS, RKLB, LUNR, SATS Stocks Ride SpaceX Buzz</h2>AST SpaceMobile recently began shipping its next BlueBird Block 2 satellites to Cape Canaveral, while CEO Abel Avellan reiterated the company remains on track to deploy 45 satellites this year despite recent launch setbacks. Investors are also closely watching AST’s direct-to-device broadband plans as the company positions itself against Starlink in satellite-based mobile connectivity.Rocket Lab has continued expanding its launch pipeline through new Electron missions and orbital infrastructure programs, while&nbsp;its focus remains on its larger Neutron rocket, viewed as one of the clearest emerging commercial launch challengers to SpaceX.Meanwhile, Intuitive Machines recently secured new NASA lunar reconnaissance contracts and ended the first quarter with a record $1.1 billion backlog, boosting investor optimism around the company’s growing role in lunar infrastructure and space-defense programs.Last week, New Street Research launched coverage on Rocket Lab, Viasat and EchoStar with ‘Buy’ ratings. The firm said Rocket Lab’s valuation still implies the company captures less than 1% of the broader space economy opportunity despite being “the only scaled Western platform outside of SpaceX.” New Street also called EchoStar a “proxy play” on SpaceX due to its expected equity exposure from the companies’ spectrum transaction.<h2 class="st-heading-2">How Do Retail Traders Feel About Space Stocks?</h2>On Stocktwits, retail sentiment around ASTS, LUNR and SATS was ‘extremely bullish,’ with LUNR and SATS seeing ‘extremely high’ message volume and ASTS recorded ‘normal’ chatter levels. Meanwhile, RKLB retail sentiment was ‘bearish’ amid ‘high’ message volume.&nbsp;One bullish user&nbsp;<a href="https://stocktwits.com/coolhandlew1/message/653801472">said</a>, “<a href="https://stocktwits.com/symbol/RKLB">$RKLB</a> makes me laugh why ppl would sell so deeply in the red,&nbsp; this is going down no news, as well. Still cheap if you think space x is 5x value and yet rklb is second to them, won't be long till there challenging up rklb I buy more.”<stembedurl>https://stocktwits.com/coolhandlew1/message/653801472</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/DooScooby7/message/653868625">said</a>, “Most people think SpaceX's $1.75 trillion valuation is about rockets, but the real engine driving the largest IPO in history is Starlink.”<stembedurl>https://stocktwits.com/DooScooby7/message/653868625</stembedurl>Over the past year, SATS surged 521%, RKLB jumped 393%, ASTS climbed 256% and LUNR gained 168%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ibrx-stock-jumps-fda-review-win-anktiva-bladder-cancer/cZXD0EyReNw">IBRX Stock Jumps Overnight After Major FDA Review Win For Anktiva In Bladder Cancer&nbsp;</a>

The SpaceX logo is displayed on a smartphone screen with the Cursor logo in the background, as SpaceX announces a partnership with Cursor, in Creteil, France, on April 22, 2026. (Photo by Samuel Boivin/NurPhoto via Getty Images)

RKLB, ASTS, LUNR, SATS Stocks ‘Primed To Soar’ On SpaceX ‘Monster’ IPO Ripple Effect, Says Veteran Trader

ASTS, RKLB and LUNR continued drawing attention through satellite rollouts, launch programs, and NASA contracts.

Equity

Is Rocket Lab Corporation (RKLB) a Buy as Wall Street Analysts Look Optimistic?

Based on the average brokerage recommendation (ABR), Rocket Lab Corporation (RKLB) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

<ul class="summary-bullets"><li>The mission marks Electron’s ninth launch for Synspective’s StriX radar satellite constellation.&nbsp;</li><li>Rocket Lab said Sunday its LOXSAT mission will launch Eta Space’s cryogenic fuel technology aboard an Electron rocket later this year.</li><li>The company’s annual shareholders' meeting will take place on Wednesday.&nbsp;&nbsp;</li></ul>Rocket Lab USA (RKLB) outlined a series of upcoming events this week, including a fresh Electron launch for Japanese satellite operator Synspective,&nbsp;a NASA-backed fuel storage mission,&nbsp;and a shareholder voting reminder tied to the company’s annual meeting.The stock is on track for a third week of gains after notching a fresh all-time high on Monday’s trading session.<h2 class="st-heading-2">RKLB’s Electron Launch Update&nbsp;</h2>Rocket Lab on Monday confirmed its next Electron mission for Japanese Earth-imaging company Synspective Inc. will launch no earlier than May 22 from Launch Complex 1 in New Zealand.&nbsp;In a post on the X platform, the company&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/RocketLab/status/2056478148724941018">said</a> the mission, nicknamed “Viva La StriX,” will deploy another synthetic-aperture radar satellite to Synspective’s growing constellation.The upcoming launch will represent the ninth Electron mission supporting Synspective’s StriX satellite network. The radar satellites are designed to capture Earth observation data regardless of weather or lighting conditions.<h2 class="st-heading-2">RKLB’s Growing Mission Pipeline&nbsp;</h2>On Sunday, the California-based launch provider said its upcoming LOXSAT mission will carry technology developed by Eta Space aboard an Electron rocket later this year.&nbsp;The mission aims to study cryogenic propellant storage and handling capabilities in low Earth orbit, technology viewed as critical for long-duration space travel and orbital refueling systems.Rocket Lab stated that it will provide both the launch vehicle and spacecraft platform for the LOXSAT mission in partnership with NASA and Eta Space.&nbsp;<a href="https://stocktwits.com/symbol/RKLB">Rocket Lab stock</a> traded over 1% lower Overnight, heading into Tuesday.&nbsp;RKLB’s revenue growth and development on its Neutron rocket programs has made it a growing challenger to Elon Musk-led SpaceX in commercial launches and defense-related space services.<h2 class="st-heading-2">All Eyes On Shareholder Meeting This Week&nbsp;</h2>Separately, Rocket Lab urged investors to submit votes on the Board’s various recommendations ahead of its May 20, shareholder deadline linked to the company’s annual meeting.For its fiscal first-quarter (Q1), the company reported a revenue of $200.3 million, marking a 63.5% year-on-year increase, while its contract backlog expanded to a record $2.2 billion. The company also said that launch activity during Q1 exceeded the total number of missions completed throughout all of 2025.<h2 class="st-heading-2">What Are RKLB Retail Traders Saying?&nbsp;</h2>On Stocktwits, retail sentiment around the stock changed to ‘bearish’ from ‘neutral’ territory the previous day.&nbsp;A user&nbsp;<a href="https://stocktwits.com/Euma/message/653760996">said</a>, “my target was 120….. &nbsp; And now I wouldn’t be surprised to see 200 :) Just got that feeling”.&nbsp;Another user&nbsp;<a href="https://stocktwits.com/RYH/message/653764952">said</a>, “I sold last week but bought back just want to see which direction this is heading to and i didn't want to miss the boat.”RKLB stock has gained 88% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/hd-stock-stifel-turns-more-cautious-ahead-of-earnings-report-warns-of-cooling-demand/cZXuLrzReZe">HD Stock: Stifel Turns More Cautious Ahead Of Earnings Report, Warns Of Cooling Demand</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Rocket Lab USA Inc.

RKLB Stock Near Record Highs – Rocket Lab Investors Are Watching More Than Just Launches This Week

Rocket Lab USA (RKLB) outlined a series of upcoming events this week, including a fresh Electron launch for Japanese satellite operator Synspective,&nbsp;a NASA-backed fuel storage mission,&nbsp;and a shareholder voting reminder tied to the company’s annu

The company said its next Electron launch for Synspective in Japan is scheduled for May 22.


Rocket Lab Just Reached an All-Time High. Here Are 5 Things That Could Make It Rise Even Further

Rocket Lab (NASDAQ: RKLB) has been a fantastic performer recently, rising by more than 30% to a new all-time high after its latest earnings report. In this video, I'll discuss five key factors that...

<ul class="summary-bullets"><li>The new filings showed that Trump bought $1,001-$15,000 worth of ASTS stock and $15,001-$50,000 worth of RKLB shares.</li><li>AST SpaceMobile remains under pressure following weak earnings and concerns about launch execution.</li><li>Rocket Lab has emerged as one of Wall Street’s biggest Golden Dome trades, driven by growing exposure to missile-warning systems.</li></ul>Shares of AST SpaceMobile (ASTS) and Rocket Lab (RKLB) are in the spotlight early Friday after fresh filings from U.S. President Donald Trump showed purchases in both space firms, alongside several major chip and communications stocks.<a href="https://stocktwits.com/symbol/ASTS">ASTS stock</a> jumped 11% on Thursday, and&nbsp;<a href="https://stocktwits.com/symbol/RKLB">RKLB shares</a> advanced 8%.&nbsp;<h2 class="st-heading-2">Trump Trades Reveal ASTS, RKLB Bets</h2>The new filings released on Thursday showed that Trump bought between $1,001 and $15,000 worth of ASTS shares on March 17, while disclosures showed a larger $15,001 to $50,000 purchase in RKLB stock on Jan.21. The filings also revealed positions in Alphabet, Intel, Qualcomm, Texas Instruments and Corning.&nbsp;Investors viewed the basket as a broader bet on satellite broadband, launch infrastructure, AI defense systems, communications networks and semiconductor demand, particularly as Trump continues pushing his proposed Golden Dome missile-defense initiative. The system is expected to require large-scale satellite deployment, orbital tracking infrastructure, interceptor systems, secure communications networks and defense electronics, fueling investor interest across space and defense equities.<h2 class="st-heading-2">Trump’s ASTS Bet Faces Timeline Test</h2>The renewed attention comes after AST SpaceMobile’s latest earnings report intensified concerns around satellite deployment timelines. The company reported a quarterly loss wider than Wall Street estimates, while revenue also missed expectations. Although the company maintained its full-year revenue outlook, investors focused heavily on manufacturing and launch execution risks.Satellite communications consultant Tim Farrar said after the earnings call that AST SpaceMobile’s assumptions may not support its target of placing 45 satellites in orbit by year-end. He argued that the company would likely require multiple rapid launches from both Blue Origin and SpaceX to hit the goal.Concerns intensified after BlueBird-7 failed to reach its intended orbit during Blue Origin’s New Glenn Mission-3 launch following an upper-stage anomaly. AST SpaceMobile later said the satellite is expected to de-orbit and that insurance should cover the loss.However, investor sentiment improved after AST SpaceMobile disclosed that three BlueBird satellites are scheduled for a mid-June Falcon 9 launch. The company also said 32 satellites are already in advanced stages of assembly and reiterated its plans to launch every one to two months on average.The company also highlighted government and defense opportunities, including potential exposure to Golden Dome-related programs and Space Development Agency contracts. President Scott Wisniewski said AST SpaceMobile sees a potential revenue opportunity nearing $1 billion in 2027, driven largely by contracted and recurring revenue streams.<h2 class="st-heading-2">RKLB Becomes A Golden Dome Standout</h2>RKLB, meanwhile, has become one of Wall Street’s biggest Golden Dome trades. On Thursday, Rocket Lab revealed that the U.S. Space Force Chief of Space Operations General Chance Saltzman recently visited the company.The fresh focus also followed a Congressional Budget Office estimate projecting that Trump’s Golden Dome initiative could ultimately cost as much as $1.2 trillion over the next two decades, with a major portion expected to go toward space-based interceptor systems and satellite networks.During its latest earnings call, CEO Peter Beck said Rocket Lab was already supporting missile-warning systems, missile-tracking programs, hypersonic testing and Space-Based Interceptor initiatives connected to Golden Dome. Rocket Lab also disclosed that the company, alongside RTX Corporation, was selected for interceptor development work, while its Haste hypersonic launch platform secured a $190 million Department of Defense contract.Investor optimism got a further boost after Rocket Lab said that its 1,000th Rutherford engine had rolled off the production line, reinforcing confidence in Electron launch scalability. On the other hand, demand for Neutron remains strong. Neutron is the company’s larger reusable rocket targeting constellation deployment and national-security missions.<h2 class="st-heading-2">How Do Retail Traders Feel About RKLB, ASTS?</h2>On Stocktwits, retail sentiment around RKLB was ‘extremely bullish’ with ‘extremely high’ message volume, while ASTS drew ‘bullish’ sentiment alongside ‘high’ message activity.&nbsp;While ASTS stock has jumped 216% over the past year, RKLB stock has rocketed 449% over the same period.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rklb-stock-best-month-2026-america-space-defense-push/cZXlkBHReSs">RKLB Stock Heads For Best Month Of 2026: Retail Bulls Energized By Hints Of 'Central Role' In America's Space Defense Push&nbsp;</a>

In this photo illustration, the AST SpaceMobile logo is displayed on a smartphone screen.

ASTS, RKLB Stocks Get The Trump Pump After Hidden Space Stock Bets Emerge 

Investors viewed the basket as a broader Golden Dome bet spanning satellites, launch systems, defense AI and semiconductor infrastructure.

<ul class="summary-bullets"><li>Rocket Lab said U.S. Space Force Chief General Chance Saltzman recently visited the company.</li><li>The Congressional Budget Office estimated Trump’s proposed Golden Dome missile-defense system could cost $1.2 trillion over 20 years.</li><li>The company recently secured a $190 million Haste hypersonic launch contract from the Department of Defense and also partnered with Anduril on national security missions.</li></ul>Shares of Rocket Lab USA, Inc. (RKLB) are on track for their best month of 2026 as investors bet on the space company after Rocket Lab hinted at a key role in America’s rapidly growing defense market.<a href="https://stocktwits.com/symbol/RKLB">RKLB stock</a> has surged 60% so far this month, with shares also tracking their second straight week of gains.&nbsp;<h2 class="st-heading-2">Space Force Visit Ignites RKLB Optimism</h2>Late Thursday, Rocket Lab said that&nbsp;U.S. Space Force Chief of Space Operations General Chance Saltzman recently visited the company. “It was an honor to host the Chief of Space Operations General Chance Saltzman at Rocket Lab recently,” the company&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/RocketLab/status/2054715012669931925">said on X</a>. “From responsive launch to advanced spacecraft, we’re proud to play a central role in securing the ultimate high ground for the U.S. Space Force.”The renewed attention on Rocket Lab comes just days after the Congressional Budget Office estimated that U.S. President Donald Trump’s proposed Golden Dome missile-defense system could cost $1.2 trillion to develop, deploy and operate over the next 20 years, sharply above the Pentagon’s earlier $185 billion estimate.Golden Dome aims to expand U.S. missile defenses through AI tracking systems, advanced interceptors, command-and-control infrastructure and large networks of space-based defense assets capable of detecting and potentially intercepting threats directly from orbit.According to the CBO, acquisition costs alone could exceed $1 trillion, with nearly 70% coming from the system’s space-based interceptor layer, including a constellation of 7,800 satellites. The Pentagon has already awarded contracts worth up to $3.2 billion for early development of the Space-Based Interceptor.The report also intensified investor interest in smaller space companies with exposure to launch infrastructure, hypersonic testing systems, satellite manufacturing, and national security payloads.<h2 class="st-heading-2">RKLB Sees Golden Dome Opportunity</h2>During Rocket Lab’s recent earnings call, CEO Peter Beck said that the space firm was already supporting missile warning, missile tracking, hypersonic testing and Space-Based Interceptor programs for Golden Dome.The company&nbsp;also revealed that Rocket Lab and Raytheon had been selected to support development work for the Space-Based Interceptor initiative, one of the central pillars of the broader Golden Dome system. Rocket Lab also&nbsp;highlighted its Haste platform, a hypersonic test launch vehicle used by defense customers, as an important asset due to military demand for missile-defense testing. Beck said Haste had helped position Rocket Lab “in the center of America’s defense architecture for the next big wave of spending.”Rocket Lab recently secured a $190 million multi-launch Haste contract for the Department of Defense’s MACH-TB program and also announced a partnership with defense tech company Anduril for dedicated Haste launches supporting national security missions.&nbsp;The company also said that the long-term scale of Golden Dome could become a major driver of future Haste demand as the U.S. ramps up missile-defense simulations and hypersonic threat testing.<h2 class="st-heading-2">RKLB Hits Engine Production Milestone</h2>Rocket Lab also added to investor optimism late Thursday after&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/RocketLab/status/2055097584541442066">announcing on X</a> that its 1,000th Rutherford engine had rolled off the production line. The Rutherford engine, known as the world’s first 3D-printed, battery-powered orbital rocket engine, powers the company’s Electron launch vehicle.Rocket Lab said the engine has now become one of the most manufactured rocket engines on Earth. The company previously showed successful recovery and testing of flown Rutherford engines. Investor focus has also increasingly shifted toward Neutron, Rocket Lab’s larger reusable rocket for constellation deployment and national security missions. During the latest earnings call, the company said that Neutron demand remained strong.<h2 class="st-heading-2">How Do Retail Traders Feel About RKLB?</h2>On Stocktwits, retail sentiment for RKLB slipped to ‘bullish’ from ‘extremely bullish’ levels a day ago amid an 8% decline in 24-hour message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/rklb_ss_png_d4e673c6f8.webp" alt="rklb ss.png" width="968" height="140"><figcaption>RKLB sentiment and message volume as of May 15 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/Srinivas111/message/653466429">said</a>, “$RKLB this company is second to SpaceX. Anyone selling here will miss this big opportunity.”<stembedurl>https://stocktwits.com/Srinivas111/message/653466429</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/Bishop2D2/message/653464610">said</a>, “Even at one tenth of SpaceX's market cap, this stock should be at 360.”<stembedurl>https://stocktwits.com/Bishop2D2/message/653464610</stembedurl>RKLB stock has rocketed 449% over the past year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dxyz-nasa-xovr-spacex-exposure-next-week-ipo-filing/cZXlKFAReSo">DXYZ, NASA, XOVR Rise Overnight: Investors Rush For SpaceX Exposure Ahead Of Next Week’s IPO Filing&nbsp;</a>

In this photo illustration, the logo of Rocket Lab USA, Inc. is displayed on a smartphone screen.

RKLB Stock Heads For Best Month Of 2026: Retail Bulls Energized By Hints Of 'Central Role' In America's Space Defense Push

The space firm additionally announced that its 1,000th Rutherford engine had rolled off the production line.

Can Rocket Lab's HASTE Launch Vehicle Support Long-Term Expansion?

RKLB's HASTE, built off Electron tech, targets fast, flexible hypersonic tests as defense demand rises, widening its role beyond satellites.

<ul class="summary-bullets"><li>New Street called Rocket Lab the only scaled Western space platform outside of SpaceX.</li><li>The brokerage also called EchoStar a "hidden SpaceX proxy" because it owns a 2.2% stake in SpaceX.</li><li>The firm said Viasat’s massive global MSS spectrum position is not reflected in its share price.</li></ul>Investor frenzy around SpaceX is beginning to spill into public space stocks, with New Street naming Rocket Lab (RKLB), EchoStar (SATS), and Viasat (VSAT) among the biggest potential winners from the rapidly expanding space economy.On Wednesday,&nbsp;<a href="https://stocktwits.com/symbol/RKLB">RKLB</a> jumped 6%,&nbsp;<a href="https://stocktwits.com/symbol/SATS">SATS</a> gained 3%,&nbsp;<a href="https://stocktwits.com/symbol/TSAT">TSAT</a> climbed 1% and&nbsp;<a href="https://stocktwits.com/symbol/PL">PL</a> edged up 0.2%, while&nbsp;<a href="https://stocktwits.com/symbol/VSAT">VSAT</a> slipped 1%.&nbsp;<h2 class="st-heading-2">Rocket Lab: Rare Scaled Alternative To SpaceX</h2>In a fresh launch of coverage across space stocks, New Street analysts initiated ‘Buy’ ratings on Rocket Lab, Viasat, and EchoStar, while assigning Sell ratings to Planet Labs (PL) and Telesat (TSAT).Among the firm’s top calls was Rocket Lab, which New Street called the only Western space platform on a scale with SpaceX. The brokerage said that Rocket Lab’s current valuation implies that the company captures less than 1% of the broader space economy opportunity, despite rapidly expanding across launch services, missile defense, satellite manufacturing, spacecraft systems, and national security infrastructure. New Street said that opportunity remains “largely underpriced.”The bullish stance comes as Rocket Lab aggressively builds out a vertically integrated space and defense platform spanning reusable rockets, hypersonic testing, defense payloads, spacecraft manufacturing and orbital infrastructure.During the company’s recent quarterly earnings call, Rocket Lab CEO Peter Beck highlighted the company’s exposure to national security and defense programs, including the Pentagon’s MACH-TB hypersonic initiative and Golden Dome-related Space interceptor opportunities.Rocket Lab also disclosed a record $2.2 billion backlog, while confirming that customer demand for its upcoming reusable Neutron rocket remains strong ahead of the vehicle’s expected first launch later this year. The company also announced a major 20-launch Haste hypersonics contract, alongside a separate Neutron agreement, the largest launch contract in Rocket Lab’s history.<h2 class="st-heading-2">SpaceX IPO Buzz Fuels The Entire Space Trade</h2>Space stocks have been riding SpaceX’s IPO buzz, with the firm targeting a mid-2026 IPO that could value the Elon Musk-led company between $1.75 trillion and $2 trillion, potentially making it one of the largest public listings in market history.Markets have increasingly focused on SpaceX’s expansion beyond rockets into AI infrastructure, satellite broadband, direct-to-device communications and orbital data-center ambitions. The enthusiasm accelerated further after reports of Google being in talks with SpaceX for a potential rocket-launch deal for orbital AI data centers.SpaceX has also recently announced agreements involving Anthropic and filed applications to launch up to one million satellites supporting future orbital infrastructure. Investors have additionally focused on the possibility that a future SpaceX IPO could trigger major passive ETF inflows following accelerated index inclusion rule changes across Nasdaq, S&amp;P and FTSE Russell.<h2 class="st-heading-2">EchoStar: Hidden SpaceX Proxy Play</h2>New Street also identified EchoStar as a direct proxy play on SpaceX. The firm pointed to EchoStar’s 2.2% ownership stake in SpaceX after the xAI merger, saying that a future SpaceX IPO at a higher valuation could create “meaningful upside” for SATS shares. The brokerage also highlighted EchoStar’s growing importance in direct-to-device satellite connectivity infrastructure.Recently, the FCC approved EchoStar’s sale of 65 megahertz of nationwide spectrum to SpaceX for Starlink’s direct-to-device offerings. The FCC said that the deal would boost America’s leadership in satellite-to-smartphone connectivity, while accelerating wireless infrastructure.<h2 class="st-heading-2">Viasat: Underappreciated Spectrum Giant</h2>New Street also turned bullish on Viasat, saying that the company’s ownership of the world’s “largest band of global MSS spectrum” is not being reflected in the current share price. The brokerage believes that Viasat’s spectrum position could become more valuable as satellite broadband, direct-to-device communications and orbit connectivity markets continue expanding globally.The call comes shortly after Viasat successfully launched its ViaSat-3 Flight 3 satellite aboard a SpaceX Falcon Heavy rocket last month. The satellite is expected to add more than 1 terabit per second of throughput capacity across the Asia-Pacific region as part of Viasat’s broader multi-orbit connectivity strategy. Viasat said the constellation can support aviation connectivity, maritime broadband, government and defense communications, business internet services and rural broadband expansion globally.<h2 class="st-heading-2">New Street Leans Bearish On PL And TSAT</h2>Meanwhile, New Street assigned ‘Sell’ ratings to Planet Labs and Telesat. For Planet Labs, the brokerage said that the company remains “well positioned with tier-2 countries” but expressed concerns that the valuation already reflects much of that opportunity.For Telesat, New Street warned that the rapid rise in satellite capacity from both Starlink and Amazon could pressure pricing across the industry and potentially lead the company to miss future revenue expectations.<h2 class="st-heading-2">How Do Retail Traders Feel About Space Stocks?</h2>Investors are broadly optimistic about space stocks on Stocktwits. Retail sentiment for RKLB was ‘extremely bullish’ amid ‘extremely high’ message volume, while VSAT, SATS, PL and TSAT all carried ‘bullish’ sentiment readings. Among them, SATS and PL saw ‘high’ message volume, while VSAT and TSAT recorded ‘normal’ activity.Space stocks have delivered massive returns over the past year. PL has surged 978%, while VSAT has rallied 578%, SATS has gained 574%, RKLB has climbed 469% and TSAT has advanced 213%.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sls-stock-4-year-high-blackrock-stake-aml-trial-buzz/cZX1gPORe1G">SLS Stock Hits 4-Year High: BlackRock Stake Boost Fuels Buzz Around Looming AML Trial Readout&nbsp;</a>

The SpaceX logo is displayed on a smartphone screen with the xAI logo in the background.

SpaceX Fever Is Spreading Across Space Stocks — Here’s Why New Street Is Bullish On RKLB, SATS And VSAT

Space stocks have rallied amid growing excitement around SpaceX’s potential $2 trillion IPO.

SpaceX Ripple Effect? RKLB, SATS And VSAT Emerge As Top Space Stock Bets 

Rocket Lab (RKLB) stock price today, news, financials, community insights, and trading ideas, Join 10 million+ investors and traders tracking markets in real-time on Stocktwits.

RKLB - Rocket Lab Stock Price Today, News, Analysis and Trading Ideas

Investors are debating the strategic merit of a $3 billion equity offering, weighing short-term dilution against long-term growth and acquisition potential.

The upcoming S-1 filing and IPO of SpaceX are driving massive anticipation across the space sector, sparking debates over its ripple effect on satellite peers.

Supporters argue that capital raises are a sign of aggressive expansion and future acquisitions rather than distress, positioning the firm for large-scale operations.

Traders are highlighting the contrast between retail panic and the underlying institutional accumulation of shares during recent periods of volatility.

Enthusiasts are mapping out cross-industry investment portfolios, viewing space infrastructure as a high-growth frontier comparable to early AI infrastructure.

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