NVIDIA Corporation

Tesla, Inc.

OpenAI CEO Sam Altman was considering an acquisition or partnership with rocket company Stoke Space to create a competitor to Elon Musk's SpaceX, the Wall Street Journal (WSJ) <a href="https://www.wsj.com/tech/ai/sam-altman-has-explored-deal-to-build-competitor-to-elon-musks-spacex-01574ff7?mod=hp_lead_pos9">reported</a>, citing sources close to OpenAI. In the renewed company, Altman, according to them, hoped to get a controlling stake through a multibillion-dollar equity investment.

WSJ: The head of OpenAI wanted to create a SpaceX competitor. Why did he refuse?

Rocket Lab Corporation

Intuitive Machines, Inc.

One of the companies the analyst is betting on has lost almost 50% this year

Cantor Fitzgerald named stocks with up to 60% upside potential. What attracted them to the space?

Firefly Aerospace Inc.

Shares of <a href="https://investors.fireflyspace.com/">Firefly Aerospace</a>, a mid-cap developer of launch vehicles and orbital spacecraft and a competitor to Elon Musk’s SpaceX, have <a href="https://finance.yahoo.com/quote/FLY/">soared</a>&nbsp;more than a quarter in early trading today, November 13. The company <a href="https://investors.fireflyspace.com/news-releases/news-release-details/firefly-aerospace-announces-third-quarter-2025-financial-results">reported</a>&nbsp;strong third-quarter revenue growth and new contracts; plus it raised its full-year 2025 guidance.

SpaceX rival Firefly up 28% after strong 3Q25 results and upgraded 2025 guidance

Leonardo S.p.a.

Thales S.A.

Airbus SE

The alliance will test Europe's ability to unite its fragmented defense and space industries

EU aerospace companies form alliance against Musk's Starlink. Is it too late?

Karman Holdings Inc.

Space Agency NASA accused SpaceX of falling behind schedule and admitted that it will allow other companies to compete with Elon Musk's company for the contract, which the latter has already won. It is about the project to deliver astronauts to the Moon, <a href="https://www.bloomberg.com/news/articles/2025-10-20/spacex-delays-forcing-us-to-rethink-musk-s-moon-landing-contract">reports</a> Bloomberg. After this message, the shares of space companies, including those not related to the flights to the Moon, rose in price.

NASA may give SpaceX contract to competitors. Shares of space companies rose

Planet Labs PBC

AST SpaceMobile, Inc.

Redwire Corporation

The market is now pricing Rocket Lab stock based on SpaceX's implied valuation

Morgan Stanley has raised the stock target on rival SpaceX by 240%. What is the bank betting on?

Verizon Communications Inc.

AST SpaceMobile, a satellite company, has nearly quadrupled its capitalization this year

Shares of rival Starlink soar thanks to Verizon deal. Does it make sense to buy?

Scotiabank advised selling AST SpaceMobile shares due to the risk of overvaluation amid Starlink's strength

Starlink's competitor rose in price by 254%. Why does the analyst expect a "painful correction"?

Shares of Firefly Aerospace, a mid-cap <a href="https://investors.fireflyspace.com/">developer</a>&nbsp;of launch and orbital vehicles, have&nbsp;<a href="https://finance.yahoo.com/quote/FLY/">jumped </a>nearly 22% in early trading today, October 6, after the company <a href="https://investors.fireflyspace.com/news-releases/news-release-details/firefly-aerospace-announces-strategic-acquisition-scitec-advance">announced</a>&nbsp;its acquisition national security technology developer SciTec to expand its capabilities in the U.S. defense sector. Firefly went public on the Nasdaq in August, and its stock has since lost almost 40% of its value.

Shares of space firm Firefly surge on deal to acquire defense tech SciTec

As communication technologies have evolved, wars over access to information have intensified around the globe, and the emergence of high-speed satellite Internet has brought this struggle to a new height in every sense. The constellation of low-orbit Starlink satellites created by Elon Musk's SpaceX company has suddenly become not just a convenient service, but a tool of geopolitics. The richest man on the planet is not shy about using it.

Space Carrot and Stick: How Satellite Internet Became a Political Weapon

Amazon.com, Inc.

The Bank has named three satellite communications projects that could change the market. Shares of one of them can be bought on the stock exchange

BofA is expecting a $200 billion satellite boom, how can investors capitalize on it?

Voyager Technologies, Inc.

Flywire Corporation

Only 10 years ago, talk of the space economy seemed to be the domain of futurists and science fiction authors. Today, however, this is one of the most dynamic and promising segments of the global market, which has ceased to be the arena of "dreamers" and is increasingly attracting pragmatic investors. Evgeny Shatov, partner of Capital Lab investment company, tells us how to make money on it and what "red flags" should be avoided.