Episode
Space Tech Stocks Surge: Rocket Lab, Intuitive Machines Lead Market Rally on NASA Contracts
- Published
- Apr 17, 2026
- Duration seconds
- 148
- Processing state
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- https://player.megaphone.fm/NPTNI5840722048
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Summary
In the past 48 hours, the space technology industry has surged with strong market gains driven by NASA contracts and new tech advancements. Rocket Lab USA stock jumped 9 percent from 73.60 to 80 dollars, fueled by CEO Peter Beck's salary cut signaling commitment, a Neutron rocket launch permit filing for late 2026, and 36 percent year-over-year Q4 revenue growth to 179.65 million dollars with a 1.85 billion dollar backlog up 73 percent.[1] Intuitive Machines shares rose 6 percent from 23.88 to 25 dollars on a 180.4 million dollar NASA lunar mission contract and 943 million dollar backlog after acquiring Lanteris Space Systems for 800 million dollars.[1] Key deals include AST SpaceMobile securing 1.2 billion dollars in contracted revenue, projecting 150 to 200 million dollars in 2026 revenue over 100 percent growth, and planning 45 to 60 satellites by year-end for direct smartphone connectivity.[2] Voyager Technologies won its first NASA private astronaut mission to the ISS no earlier than 2028, joining competitors Axiom Space and Vast in a crowded field.[3] Emerging competition heats up with Seraphim Space noting 12.4 billion dollars in global space investment in 2025, twelve times 2015 levels, via its new advisory council.[3] SpaceX buzz builds around a potential 1 trillion dollar IPO in 2026 raising up to 80 billion dollars, though a Starlink global outage disrupted Pentagon unmanned vessels off California.[4][5] Leaders respond aggressively: Rocket Lab's acquisitions of Mynaric for 155.3 million dollars in laser tech and Gauss thrusters bolster propulsion.[1] Oklo eyes nuclear power for space amid White House mandates.[1][6] Compared to last week, stocks are hotter on contract wins versus quieter backlog builds. No major regulatory shifts or consumer behavior change…