Themes/Space Economy
Themes
Space Economy
Launch, satellite, space-based broadband and surveillance.
SecularMomentum -0.03σ · rank 11
1M return
0.00%
3M return
0.00%
News mentions 4w
2038
vs 379 prior 4w
Sentiment
+0.54
#satellite#launch#space#orbital#rocket
Constituents
5 stocks · enriched with quant z, fair-value upside, trend regime
| Ticker | Sector | Mcap | Weight | 1M return | Quant z | Decile | FV upside | Trend |
|---|---|---|---|---|---|---|---|---|
| ASTS AST SpaceMobile, Inc. | Technology | 34.04B | Primary · 1.00 | — | — | — | — | — |
| IRDM Iridium Communications Inc. | Communication Services | 4.4B | Primary · 1.00 | — | — | — | — | — |
| RKLB Rocket Lab USA, Inc. | Industrials | 72.21B | Primary · 1.00 | — | — | — | — | — |
| BA The Boeing Company | Industrials | 173.81B | Secondary · 0.50 | — | -0.48σ | D10 | — | — |
| LMT Lockheed Martin Corporation | Industrials | 118.97B | Secondary · 0.50 | — | -0.20σ | D9 | — | — |
Narrative · 90-day flow
News mentions, sentiment, top headlines
BullishBearishNeutral
Top headlines (most recent)
- Public asked to help select UK wildlife to appear on new banknote seriesrss_boe-news·Jun 02, 2026·neutral
- This space stock rises as Blue Origin predicts quick recovery from big explosionrss_marketwatch-top·Jun 02, 2026·neutral
- Why Lumentum, Coherent and other optical stocks rocketed to big gains Tuesdayrss_marketwatch-top·Jun 02, 2026·neutral
- Why Virgin Galactic’s stock just had its worst day ever, after a record-smashing 7-day runrss_marketwatch-top·Jun 02, 2026·neutral
- 8-K - Launch One Acquisition Corp. (0002015502) (Filer)rss_edgar-8k·Jun 02, 2026·neutral
- 8-K - Rocket One Inc. (0001711786) (Filer)rss_edgar-8k·Jun 02, 2026·neutral
- S-1/A - FutureCorp Space Acquisition 1 (0002131853) (Filer)rss_edgar-s1·Jun 02, 2026·neutral
- SpaceX, Anthropic and other mega-IPOs could leave your index fund completely out of luckrss_marketwatch-top·Jun 02, 2026·neutral
- Honeywell's aerospace spin approaches key milestone. Plus, the new stock supply problemrss_cnbc-top·Jun 02, 2026·neutral
- This winning high-yield bond strategy limits risk while seeking under-the-radar opportunitiesrss_marketwatch-top·Jun 02, 2026·bearish-1.00
- Blue Origin launchpad damaged in rocket explosion may not be restored until 2028, NASA's Isaacman saysrss_cnbc-top·Jun 02, 2026·neutral
- The SpaceX IPO Is Whipping Space Stocks Into a Frenzyrss_yahoo-markets·Jun 02, 2026·neutral
- Hewlett Packard Enterprise Rockets 25%, Super Micro Computer Climbs 5% as AI Server Demand Lights Up Q2 Earningsrss_yahoo-markets·Jun 02, 2026·neutral
- Tesla Was One of the Greatest Stock IPOs Ever. Why SpaceX Can’t Repeat Its Success.rss_yahoo-markets·Jun 02, 2026·neutral