Listen to the audio version of this article (generated by artificial intelligence).
Rocket Lab makes its biggest move… Lewis’s best space stocks right now… Why an OpenAI delay is actually bullish for AI investors
Suddenly space is having a moment again – and if you’re reading Brian Hunt, you know it’s coming and it’s up 102%.
Brian, editor free Email Money and mega trendsmade the bullish case for the sector in September 2025. His approach was simple: Look to the past SpaceX (Spex) mania.
From 22 SeptemberSecond abbreviation problem:
When people think about investing in space, they often turn to Elon Musk’s rocket launch business and SpaceX.
But many promising “space stocks” are in the field of space communications platforms and equipment.
Think government surveillance, military communications, GPS, Internet service, and cellular service.
Among the names Brian tagged at that time were rocket lab (He rode), Black Sky Technology (Pixi), Planet Labs BBC (but rather), and Astspace Mobile (Estes). Since that release, RKLB stock alone is up 102% — with a big chunk of that coming yesterday.
RKLB stock rose 16% after it announced it would acquire the satellite communications company in a cash-and-stock deal worth about $8 billion.
The logic is straightforward: Rocket Lab already builds and launches vehicles. It now owns the network those vehicles serve – a global L-band satellite constellation, licensed spectrum, and more than 2.5 million subscribers in government, defense, aviation, marine and commercial markets.
Essentially, it’s the same vertically integrated playbook that SpaceX has with Starlink — and Wall Street has approved it.
But the deal is also a sign of something bigger
The commercial space industry is consolidating – and consolidation on this scale indicates that serious capital now views space infrastructure as a generational asset class, not just a speculative venture.
Which brings us to the part of the story that might be a little painful if you didn’t pay attention…
The company that Rocket Lab just bought was… Iridium Communications (Erdem) – A global satellite communications provider that Brian mentioned in his April 17 issue.
Yesterday, in takeover news, IRDM rose 25% in one session.
If you’ve missed this problem, there’s an easy solution – writes Brian Money and mega trends Every day the market is open, these types of opportunities are highlighted before they become front page news – and… It’s 100% free.
Its issues are loaded with trend analysis, actionable tips, and plenty of specific pointers. You can subscribe here.
In the meantime, we’ll continue to bring you some of Brian’s best ideas here at digest.
Beyond the recent bloodbath in the space sector
Brian readers who act on his case receive a 102% gain in RKLB. But if you’ve been watching the sector, you know that it hasn’t been in a straight line up – and more recently, it’s been in a straight line down.
In late May, Space stocks He collapsed. I started with a Blue original Rocket explosion during pre-launch testing – alarming in itself, but manageable. What followed was less manageable.
When SpaceX went public earlier this month at a valuation of more than $2 trillion, investors who had been holding on to smaller space names as proxies quickly rotated in, dumping RKLB, ASTS and others to chase the newly listed giant.
Then, as we covered yesterday digestThe SPCX itself has fallen more than 30% from its post-IPO peak as Wall Street grows concerned about an unexpected $20 billion to $25 billion bond sale to fund Musk’s artificial intelligence projects. The whole sector fell with it.
Which brings us to an important issue – one worth asking about before investing any money in space now.
In each transformative technological cycle – the Internet, genomics, clean energy – a handful of companies captured most of the gains while the rest eventually went to zero. Space is unlikely to be any different.
The sector is real. The opportunity is real. But not every name with a “space” in its presentation will work.
So, how do you know which ones will survive and reward investors?
In short, you’re watching the numbers, not the narrative.
This is consistent with legendary investor Louis Navellier and his approach to the market.
Lewis has spent 47 years building a quantitative system that cuts through the narrative and looks at what matters – earnings momentum, sales growth, and institutional buying pressure.
Stories can win sprints, but only profits win marathons.
So, what space stock does Lewis like today?
here it is:
Planet Labs is one of the things worth looking at right now.
The company operates the world’s largest fleet of Earth observation satellites – more than 200 satellites providing daily imaging of the entire planet.
Its clients include government agencies, defense contractors, agricultural companies, insurance companies and financial institutions that use satellite images to make better decisions.
Lewis points out that the stock nearly halved in the sector’s collapse. But the work has not changed, its price has become cheaper.
Back to Lewis to see what it looks like through today’s quantum scanners:
for me Precursor intelligence system Planet Labs is currently rated “A.”
This means that the fundamental score—earnings momentum, sales growth, and analyst reviews—and the quantitative score, which measures institutional buying pressure, are strong.
If you’re less knowledgeable, Louis Precursor intelligence The system tracks institutional money flows across 6,000 stocks – essentially reading where the smart money is moving before the pattern becomes visible to everyone.
He’s just put together a research video that explains this in more detail. You can learn more about how it works here.
Now, while Lewis loves Planet Labs, his most interesting plays in space are one layer below the obvious — the materials companies, the semiconductor foundries, and the picks-and-shovel companies without which the broader space construct cannot function, and which almost no retail investor is looking at right now.
He has identified two of them in his new special report, SpaceX Stampede Report. Both have real earnings and institutional buying pressure. Neither of them look like space stock at all – which is exactly why Lewis likes them. You can learn more here.
OpenAI delay is not actually a delay
late last week, New York Times It stated that OpenAI is leaning toward pushing its IPO into 2027, citing concerns about broader market weakness and volatility following SpaceX’s debut.
This was quickly covered in headlines as a potential black eye for AI trading. Here’s one example I came across:
OpenAI Is Reportedly Considering Postponing its IPO Should You Be Worried About AI Stocks?
In fact, oracle (ORCL) It fell 1.7% last Friday. core wave (CRV) It fell nearly 4%. Softbank Its shares closed down 13% in Tokyo – not surprising given that each has billions directly tied to the OpenAI trail.
But is the IPO delay actually bad news?
Luc Lango, editor Innovation investorI don’t think so. From his daily diary:
Regarding OpenAI: This is a rational decision by one of the most sophisticated management teams in the technology industry, and not a sign of a problem.
An IPO now means the company is exposed to significant losses, versus Anthropic’s rapid progress and a market that just watched SPCX’s $1.75 trillion IPO produce more volatility than anyone wanted.
Waiting buys a few more quarters of revenue growth, a potential path to profitability, a recovery of ChatGPT 5.6 share, and perhaps direct White House involvement in the show.
OpenAI will go public over the next 12 months, and the delay will mark its arrival.
There is also something worth noting that the main titles are mostly missing.
OpenAI reportedly held up the launch of ChatGPT 5.6 specifically to give the US government time to test the model — a commercial company that bears a truly competitive cost of meeting the government’s approval process.
Meanwhile, the Pentagon recently updated its covert targeting doctrine to include more artificial intelligence in combat decisions. Locke points out that once AI is integrated into defense doctrine, spending will stop following the logic of commercial return on investment and begin following the logic of strategic necessity.
Here are the implications for AI trading:
You can’t cut spending on the capacity built into your targeting principle because your inventory has been down for three weeks.
Trade demand plus national security support is what gives this capex cycle the durability that bears continue to underestimate.
Overall, Locke urges his readers to stay focused on real AI earnings growth and momentum — not short-term concerns like IPO delays.
Here’s his bottom line:
OpenAI waiting for a better IPO is not a panic – it is a strategy.
The AI boom is intact. The July earnings season will prove that. The period between today and mid-July is a buying opportunity.
Coming full circle
As I write this, we’re on track to finish a strong first half of 2026, with the Nasdaq leading the three major indexes — up about 12% so far this year.
Despite these gains, there’s no shortage of headlines aiming to make you nervous right now. Space stocks collapse. OpenAI postpones its IPO. The Fed is floating higher.
But reduce…
Even after a nearly 50% haircut in May, Brian’s readers are up 102% on a space stock that just made one of the biggest acquisitions in commercial space history…
Lewis system finds ‘A’ rated opportunities as post-SpaceX-IPO dust settles…
Locke believes that the buying window in artificial intelligence opens, and does not close…
As always, invest within your means and in line with your plan. But if the bears told you that AI trading is broken, that’s our day digest It tells a different story.
I wish you a good evening,
Jeff Remsburg
