Tesla, Inc.

Microsoft Corporation

Several operators are thinking of changing the terms of inclusion of companies in the indices in anticipation of the IPOs of SpaceX, OpenAI and Anthropic

Dow Jones may change rules to quickly include SpaceX in the S&amp;P 500 after its IPO

York Space Systems, Inc.

Eight Wall Street analysts have <a href="https://www.marketwatch.com/investing/stock/yss/analystestimates?mod=mw_quote_tab">initiated coverage</a> of York Space Systems, recommending shares of the low-cost satellite maker less than a month after it <a href="https://ir.yorkspacesystems.com/news/news-details/2026/York-Space-Systems-Announces-Pricing-of-Upsized-Initial-Public-Offering/default.aspx">went public</a> on the New York Stock Exchange. The company is heavily reliant on government funding and major defense initiatives such as Trump’s Golden Dome missile defense program for the U.S. homeland, but Wall Street appears willing to accept that risk, Barron’s <a href="https://www.barrons.com/articles/york-space-systems-stock-ratings-26467d20?mod=RTA">believes</a>.

Eight analysts initiate on space stock York with 'buy' following recent IPO

Mirae Asset Securities Co., Ltd.

Investors are buying up Mirae Asset shares for access to SpaceX and xAI assets

180% YTD: bet on SpaceX propels Korean brokerage to top of global index

That's about one-sixth of current U.S. GDP

"The need for capital will be huge": Musk's data center in space estimated to cost $5 trillion a year

SpaceX is considering teaming up with Tesla or AI startup xAI, Bloomberg and Reuters wrote

Reuters: Musk's SpaceX has $8 billion in profits in 2025. That's about 50% of revenue

According to Bloomberg, a merger with Tesla is also a possibility

Musk wants to merge SpaceX and xAI into one company before IPO - Reuters

The company goes public on the New York Stock Exchange under the ticker YSS

York Space Systems IPO: Shares of Pentagon space contractor begin trading

SpaceX IPO has the potential to be the largest in history. The company expects to raise up to $50 bln

Musk proposed timing SpaceX IPO to coincide with start of planetary parade - Financial Times

Planet Labs PBC

Shares of mid-cap satellite data provider <a href="https://finance.yahoo.com/quote/PL/">Planet Labs</a> climbed&nbsp;almost 6% on Wednesday, January 14, reaching a new all-time high. Over the past two days, three Wall Street analysts have <a href="https://www.marketwatch.com/investing/stock/pl/analystestimates?mod=mw_quote_tab">raised their target prices</a> for the stock, with the most bullish call implying upside of over 12% from current levels. Over the last 12 months, Planet Labs has surged more than 600%.

Space stock Planet Labs is up 600% in LTM, but Wall Street sees more upside

Sidus Space, Inc.

Shares of micro-cap space services provider Sidus Space nearly doubled during the regular session on Monday, December 22, before giving back much of the gain after hours, as investors reacted to two closely timed announcements: the company’s <a href="https://investors.sidusspace.com/news-events/press-releases/detail/267/sidus-space-awarded-contract-under-missile-defense-agencys">inclusion</a>&nbsp;in a U.S. missile-defense program and a <a href="https://investors.sidusspace.com/news-events/press-releases/detail/269/sidus-space-announces-pricing-of-public-offering">discounted share offering</a>.

Sidus Space doubles on inclusion in defense program, then freefalls on stock offering

Rocket Lab Corporation

The Boeing Company

Alphabet Inc.

5N Plus Inc.

Amazon.com, Inc.

One of the hottest technology topics in December was data centers - data centers - in space. Suddenly, just about everyone is talking about it: Nvidia, Google, Amazon, a number of startups, and the ubiquitous Elon Musk. Let's see what makes the idea of orbital data centers so attractive and whether it will be possible to make money on it in 2026.

AI in orbit: why Elon Musk and Sam Altman want to build data centers in space

ARK Invest describes three scenarios for Elon Musk's space company - and based on them assesses its potential value