Over the last several weeks, I’ve been talking about how leadership in the market is beginning to broaden beyond the same handful of mega-cap technology stocks.
And one area quietly starting to attract serious momentum again is the space sector.
Just look at the charts.
The Procure Space ETF $UFO ( ▲ 4.46% ) recently broke out to new multi-month highs.
ARK Space Exploration & Innovation ETF $ARKX ( ▲ 2.5% ) is pushing higher again.
And the VanEck Space Innovators ETF $WARP ( ▲ 5.81% ) – a newcomer to the sector - is beginning to see renewed buying as investors rotate back into next-generation technology themes.
Individual Companies Are Starting to Move Too
Rocket Lab $RKLB ( ▲ 15.92% ) recently delivered another strong quarter, with investors focusing on the company’s rapidly expanding launch business, growing backlog, and continued progress in space systems and satellite infrastructure.
Meanwhile, BlackSky Technology $BKSY ( ▲ 5.65% ) just forecast 2026 revenue between $130 million and $150 million as demand accelerates for its next-generation Gen-3 satellite platform and high-margin subscription services.
And according to a recent Yahoo Finance report, institutional interest in space-related stocks is beginning to increase again as investors look for opportunities tied to satellite communications, defense technology, AI infrastructure, and next-generation global connectivity.
This Is No Longer a Speculative Story
That’s important because the space economy today is no longer just about speculative rocket launches.
This is becoming a real infrastructure buildout.
Satellite networks.
Earth observation systems.
Global communications.
Defense applications.
AI connectivity.
And autonomous technology.
In many ways, space is beginning to look similar to where artificial intelligence was a few years ago - before the broader public fully understood the scale of what was developing underneath the surface.
And sitting in the middle of all of it is SpaceX.
Why the SpaceX IPO Could Change Everything
The eventual SpaceX IPO likely won’t just impact one company.
Because once Wall Street fully turns its attention toward space, capital will likely begin flowing into the smaller companies connected to the trend - just like we saw happen during the AI boom.
Historically, some of the biggest winners during emerging technology shifts are not always the headline names…
They’re the smaller companies most investors overlook early on.
That’s why this Thursday at 5pm ET, I’m hosting a brand-new LIVE event where I’ll break down:
Why space stocks are suddenly gaining momentum again
Why I believe the eventual SpaceX IPO could ignite the entire sector
And several small-cap space stocks I believe Wall Street is still overlooking today
If this trend continues to develop the way I expect…
The next few years could create enormous opportunities for investors paying attention now.
👉 Click here to reserve your seat for Thursday’s live event.
Here’s to the future,
Matt McCall
Founder, NXT Wave Research
