In 20 years of investing, I can’t recall an IPO generating this level of strategic noise across so many asset classes at once. SpaceX’s valuation has ramped from roughly $350 billion in…
The S&P 500 is down roughly 3% year-to-date while the Procure Space ETF (NYSEARCA:UFO) is up nearly 28% over the same stretch. That gap tells you exactly what UFO is: a high-octane…
February 2026 drew a sharp line through the space and aerospace sector. On one side: defense giants riding a wave of geopolitical demand, record backlogs, and earnings beats. On the other: pure-play…
Space stocks delivered a mixed week of performance last week, with established players showing resilience while high-growth names faced pressure. The sector continued its volatile trajectory as investors weighed near-term execution risks…
Everyone wants SpaceX exposure. Problem is, you can’t buy it. While retail investors fantasize about Starlink and Mars colonization, the real money is being made in unglamorous infrastructure powering the orbital economy:…
