Trump Sends Space Stocks To The Moon (Literally)

Last Thursday, President Donald Trump signed the “Ensuring American Space Superiority” executive order aimed at cementing U.S. dominance in the final frontier. 

• SIDU stock is soaring. See the chart and price action here. 

The order shifts the U.S. space economy from a government-led model to a commercially-driven powerhouse, setting aggressive deadlines that have sent space sector stocks “to the moon.”

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Trump's Moon Shot Mandate

The executive order establishes three non-negotiable pillars:

1. Return to the Moon by 2028: Accelerating the Artemis timeline.
2. Permanent Lunar Outpost by 2030: Moving beyond “flags and footprints” to a sustained presence, including space-based nuclear reactors.
3. The $50 Billion Target: A goal to attract $50 billion in new private investment by 2028 through streamlined procurement and “as-a-service” contract models.

Space Stocks to the Moon

The directive explicitly prioritizes commercial solutions over traditional “cost-plus” government contracts, directly benefiting several publicly-traded, private space companies. 

• Intuitive Machines, Inc. (NASDAQ:LUNR) and Redwire Corp. (NYSE:RDW): As the primary contractors for lunar delivery and infrastructure, these firms are critical to the 2030 permanent moon outpost goal. Intuitive Machines' landing capabilities and Redwire's power/manufacturing systems are now considered “critical national infrastructure.”
• Rocket Lab Corp. (NASDAQ:RKLB) The order calls for a massive increase in launch cadence and the integration of commercial tech into the Golden Dome missile defense shield. Rocket Lab is the leading small-launch provider with a growing footprint in national security satellite manufacturing.
• AST SpaceMobile, Inc. (NASDAQ:ASTS): Trump's executive order mandates “ubiquitous satellite-enabled communications” and asserts U.S. leadership in spectrum management — a direct tailwind for AST's mission to provide global cellular broadband.
• Planet Labs PBC (NYSE:PL) and Sidus Space, Inc. (NASDAQ:SIDU): The order's shift toward “as-a-service” models for Earth observation and weather forecasting favors Planet Labs' massive data library and Sidus' flexible satellite-as-a-service manufacturing.

Trump's executive order retires the ISS in 2030 and mandates commercial replacements, basically guaranteeing a multi-decade revenue runway for space companies.

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