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 | 38.09B | Primary · 1.00 | — | — | — | — | — |
| IRDM Iridium Communications Inc. | Communication Services | 5.01B | Primary · 1.00 | — | — | — | — | — |
| RKLB Rocket Lab USA, Inc. | Industrials | 63.72B | Primary · 1.00 | — | — | — | — | — |
| BA The Boeing Company | Industrials | 169.84B | Secondary · 0.50 | — | -0.48σ | D10 | — | — |
| LMT Lockheed Martin Corporation | Industrials | 120.76B | Secondary · 0.50 | — | -0.20σ | D9 | — | — |
Narrative · 90-day flow
News mentions, sentiment, top headlines
BullishBearishNeutral
Top headlines (most recent)
- SpaceX IPO: This Will Be the No. 1 Takeaway for Investors in 2026rss_yahoo-markets·Jun 09, 2026·neutral
- The space race is coming for pharma: Why drug development is heading to lower Earth orbitrss_cnbc-top·Jun 09, 2026·neutral
- SpaceX IPO fever sparks hunt for proxy plays in Asiarss_yahoo-markets·Jun 09, 2026·neutral
- Apple faces near-term set back with Siri AI features unavailable in EU and Chinafmp_stock·Jun 09, 2026·bearish-1.00AAPL
- Universal Technical Institute Continues To Teach That Upside Existsfmp_stock·Jun 09, 2026·bullish+1.00UVV
- Bitcoin On Ethereum? Circle Launches cirBTC on ETH Targeting $9B WBTC Marketfmp_crypto·Jun 09, 2026·neutralETHUSD
- SpaceX IPO: This Will Be the No. 1 Takeaway for Investors in 2026fmp_stock·Jun 09, 2026·neutralP-SPAC
- AI Rally Remains Supported After Friday Pullback: 3-Minutes MLIVfmp_general·Jun 09, 2026·bullish+1.00
- Sui Launches Confidential Transfers Beta for Compliance-Focused Blockchain Privacyfmp_crypto·Jun 09, 2026·neutralSUIUSD
- Bitcoin (BTC) Consolidates Around $63K While Markets Eye SpaceX Debut and AI Momentumfmp_crypto·Jun 09, 2026·bullish+1.00BTCUSD
- Interactive Brokers Launches Commission-Free iShares ETFs from BlackRock through Recurring Investment Feature Across Europefmp_stock·Jun 09, 2026·neutralBLK
- Interactive Brokers Launches Commission-Free iShares ETFs from BlackRock through Recurring Investment Feature Across Europefmp_press·Jun 09, 2026·neutralBLK
- Google's $920 Million‑a‑Month Deal Could Supercharge the SpaceX IPOfmp_stock·Jun 09, 2026·bullish+1.00GOOG
- SpaceX IPO Is A $1.77 Trillion Bet On An Orbital Economyfmp_stock·Jun 09, 2026·neutralP-SPAC