Two space infrastructure companies are attracting serious investor attention in 2026, each pursuing radically different but equally ambitious visions for the future of space commerce. AST SpaceMobile (ASTS) is building a direct-to-cellular broadband network capable of delivering calls, texts, data, and live video streaming directly to standard mobile phones. The company’s Block 2 BlueBird satellites…

Pratt & Whitney, a business unit of RTX (NYSE: RTX), has been awarded a nearly $1.3 billion undefinitized contract covering F135 engine spare parts. The contract is structured as an Indefinite Delivery, Indefinite Quantity agreement, commonly referred to as an IDIQ, providing flexible funding for a range of operational needs. Funding from the deal will…

Rocket Lab (NASDAQ: RKLB) has endured a turbulent stretch in 2026, with shares down 36.37% over the past month after peaking at a 52-week high of $151. The stock now trades around $64.68, sitting well above its 52-week low of $37.57 but reflecting sector rotation and dilution fears tied to the pending $8 billion Iridium…

Many investors assume their index funds offer broad diversification, but a closer look often reveals concentrated bets on individual names they never consciously chose. RTX Corporation has become one of those quietly dominant holdings, showing up at meaningful weights across dozens of popular equity funds and ETFs. Some funds are carrying RTX at weights approaching…

The Trump administration has proposed sweeping new rules allowing the FAA to bypass lengthy environmental reviews for commercial rocket launches, spacecraft reentries, and spaceport approvals. The U.S. Transportation Department and the FAA jointly announced the initiative, which would grant environmental review waivers across 13 major federal statutes, including the National Environmental Policy Act, the Endangered…

The U.S. Defense Department moved on July 27 to address critical missile defense shortfalls by announcing two seven-year agreements tied to ongoing Iran tensions. The contracts were awarded to L3Harris Technologies (LHX) and Lockheed Martin (LMT) to expand propulsion capacity for Patriot and Terminal High Altitude Area Defense interceptors. The deals are designed to close…

Two very different companies are competing for investor attention in 2026, one burning cash to build satellites and the other generating billions from defense contracts. AST SpaceMobile (ASTS) represents an ambitious bet on universal cellular connectivity delivered directly through a growing constellation of satellites in low Earth orbit. Lockheed Martin (LMT) offers a mature, proven…