Episode
The Looming Constraint of the Space Industry
- Published
- Sep 22, 2026
- Duration seconds
- 1436
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Summary
Space, the final (investing) frontier? Space stocks have garnered copious amounts of investor attention as of late, and much of the success of the space economy hinges on a small handful of rocket companies bringing down the cost of launch. That could get much more complicated if SpaceX sunsets its falcon 9 rocket by 2028 as has been announced. Matt, Lou, and Tyler discuss how the industry can respond to such a change and what opportunities or risks is poses. Plus, the rate of dividend cuts is rising and listener questions Have a question? Email us; [email protected] Tyler Crowe, Lou Whiteman, and Matt Frankel discuss: - SpaceX’s plan to sunset the falcon 9 by 2028 - Who’s ready to step up in the industry - navigating the minefields of the space industry - Look out for dividend cuts - Mailbag: European AI Infrastructure stocks? Companies discussed: SPCX, RKLB, VOYG, FLY, KRMN, CPB, AMCR, CC, GPMT, ONL, UPS, ASML, SIEGY, SBGSY, PRYMY, CRWV, NBIS Host: Tyler Crowe Guests: Lou Whiteman, Matt Frankel Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in adver…