Next-Gen Rocket Stocks Are Taking Wing

By Dawn Pennington

Big news just came out of NASA.

It plans to land a crew on the moon for the first time in over half a century.

But you don’t have to wait until its early 2026 launch window to start racking up otherworldly gains.

That’s because a small group of next-gen space stocks are already taking wing.

The U.S. government wants to win what our resident tech analyst Michael A. Robinson calls “The New Space Race.”

And it’s ready to spend big to win.

Consider that, for 2026, the White House wants $1 trillion for defense spending. That’s a 13% increase over 2025 levels.

But as Sean Brodrick pointed out to his paid subscribers this week, we won’t use that scratch to buy battleships.

Rather, Washington wants to funnel billions into drones, hypersonic missiles and space-based rockets. 

That’s not a big prediction. It’s already happening.

But we do have some very important predictions about the companies set to get a big piece of the action.

In a moment, I’ll turn the mic over to Sean for his latest research on this massive space spending cycle.

First, I want to give you one last opportunity to claim your trio of urgent SpaceX Killer Investor Dossiers … 

Hand-selected by Michael to help you make some winnings of your own in this New Space Race.

These urgent dossiers arrive in your inbox, complete with names, tickers, price targets and much more … 

But only if you act by midnight tonight.

As soon as today ticks over to tomorrow, your chance to learn about three companies that have more advantages than SpaceX …

Starting with the fact that they are either public or about to go public …

Goes offline forever.

And with NASA clearly telegraphing its intent to make its next moonshot happen sooner rather than later …

You don’t want to be left behind here on Earth. 

Especially because one of Michael’s SpaceX Killers is doing important work in hypersonics.

Hypersonic speed is 5x the speed of sound.

So when we say it’s making progress at hypersonic speed, we mean that literally!

And that’s a speed that’s very important to the Pentagon.

Sean explains why below.

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By Sean Brodrick

The Pentagon is pouring money into systems that fly at Mach 5+ and can evade nearly every missile defense system on the planet.

Spending there is expected to be explosive. Some $7 billion has been earmarked for the current fiscal year. That’s up from $4.7 billion in 2023.

The U.S. hypersonic missile market itself is set to hit $2.8 billion this year and grow to $7.5 billion by 2034.

That’s a growth rate north of 12% a year.

The Air Force and Army have fast-tracked programs for field deployment. Think surface ships bristling with hypersonics by 2027, and Virginia-class submarines launching them in the early 2030s.

• Tech leaps: Scramjets, combined-cycle propulsion and advanced heat-shield materials are turning prototypes into weapons that can sustain Mach 6+ flight.

• Recent tests: Lockheed’s glide vehicle hitting Mach 6, Boeing’s reusable hypersonic aircraft prototype, Northrop’s maneuverable missile — all signal that this isn’t vaporware.

• What really matters: These weapons fundamentally shift the balance of power. They can strike with precision from thousands of miles away, maneuver unpredictably and render trillion-dollar missile defense shields obsolete.

Hypersonics takeaway: $7 billion in near-term spending, 12% growth and successful tests mean we’re at the dawn of full-scale deployment. Contractors moving from lab to production lines is the inflection point investors wait for.

Rockets & Space: The Busiest Launch Year in History

Finally, the most capital-intensive, headline-grabbing sector of all: Rockets and the space industry.

Militarized space and commercial launches are directly tied to defense strategy.

U.S. government space spending hit $77 billion in 2025, more than half the global total.

The Space Force alone is on track for a $40 billion budget by 2026, thanks largely to Trump’s “Golden Dome” missile defense project.

NASA still gets $24.9 billion this year but faces cuts as funds flow toward satellites and orbital defense rather than science labs.

Here are some of the key growth vectors …

• Orbital launches: 2025 is shaping up as the busiest launch year in history. U.S. firms already account for 64% of global flights — with SpaceX, Rocket Lab and up-and-comers lining up for contracts.

• Satellite surge: By year-end, nearly 13,000 satellites will be buzzing overhead, fueled by Starlink, Kuiper and new government constellations.

• Reusable rockets: Falcon 9 has become routine, Starship is prepping for in-orbit refueling and both New Glenn and Neutron are on deck for debut launches.

• Space defense pivot: The Pentagon wants missile defense from orbit, rapid satellite replacement and resilient “space superiority” against China and Russia.

• Commercial gold rush: In-space manufacturing, satellite servicing, secure comms and AI-managed constellations are attracting investment and M&A at a record pace.

The market is forecast to nearly double from $237.6 billion in 2024 to $482 billion by 2034.

That’s a respectable 7% to 9% growth rate, with the launch sector expanding even faster.

Rockets takeaway: A $77 billion government spend, the rise of reusable rockets and a historic surge in satellites make space not just a science project but a critical profit engine.

In fact, my colleague, Michael A. Robinson, just held an urgent tech summit to discuss this booming sector.

Check it out for more specific plays set to rocket along with leaders like SpaceX.

It comes offline tonight at 11:59 p.m. Eastern. So, don’t hesitate.

All the best,

Sean