Dear Reader,
Everyone is chasing the wrong AI trade.
Chips.
GPUs.
Semiconductors.
Nvidia copycats.
That’s the headfake.
Because the biggest AI companies on Earth are running into a problem no chip can solve:
Power.
A $10 billion data center is useless if it can’t turn on.
And right now, the grid can’t keep up.
That’s why Google just signed a long-term deal for a forgotten energy source Big Oil tried and failed to crack for 50 years.
Dylan Jovine believes one overlooked company sits at the center of this shift.
Wall Street still treats it like a sleepy energy stock.
But if he’s right, it could become one of the most important AI power plays of the decade.
See the AI power stock Wall Street missed >>
Rocket Lab Keeps Making Headlines and Highs—Here's What's Driving the Latest Move
Submitted by Ryan Hasson. Published: 5/27/2026.
Key Points
- Rocket Lab was awarded a $90 million U.S. Space Force contract to build two geostationary satellites, marking its first-ever GEO satellite production program.
- SpaceX's S-1 filing at a potential $2 trillion valuation has prompted investors to reassess Rocket Lab's worth as the closest publicly traded competitor.
- RKLB shares are up over 105% year-to-date and trade well above the consensus analyst price target of $97.19, signaling an extended but technically healthy uptrend.
- Special Report: Elon’s “Hidden” Company
Rocket Lab (NASDAQ: RKLB) is not a company that stays out of the news for long. The stock closed Tuesday at $143.20, up more than 105% year to date.
The momentum behind the name has been extraordinary over the past year.
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings.
Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds.
If any of these are in your portfolio, now is the time to review your positions.
See the 5 stocks to avoidMore recently, a rapid succession of catalysts over the prior two weeks has reinforced why Rocket Lab remains one of the most closely watched companies in the entire space sector and across the broader market.
Let’s take a closer look at each headline and catalyst that has helped propel the stock higher in recent days and weeks.
Motiv Space Systems Acquisition Completed
Rocket Lab recently confirmed the completion of its acquisition of Motiv Space Systems, the robotics and precision-mechanisms specialist first announced alongside Q1 2026 earnings. Motiv brings Mars-proven expertise in space robotics, including solar array drive assemblies, robotic arms, and precision mechanisms that have powered some of NASA's most demanding planetary missions.
The acquisition fills a critical gap in Rocket Lab's vertical integration strategy by adding in-house, supply-constrained spacecraft components essential to the complex, multi-orbit missions the company is increasingly winning. It follows the same disciplined playbook Rocket Lab has executed consistently: identify a bottleneck, bring the capability inside, and embed it across programs and customer contracts. News of the completed acquisition helped lift the stock in after-hours trading on Tuesday and early Wednesday morning.
SpaceX Files Its S-1, and the Sector Lights Up
On May 21, SpaceX published its long-awaited IPO prospectus, seeking to raise up to $75 billion at a valuation that could reach $2 trillion, which would make it the largest IPO in history. The filing sent a wave of excitement through the entire space sector. For Rocket Lab specifically, the SpaceX filing matters for a clear reason. Rocket Lab is widely regarded as the closest publicly traded competitor to SpaceX, with overlapping capabilities across launch services, spacecraft manufacturing, and national security missions.
When SpaceX's valuation is publicly benchmarked at $2 trillion, it inevitably prompts investors to reassess what the world's second-most capable space company might be worth. That repricing dynamic has been a visible tailwind for RKLB.
$90 Million Space Force Contract: A Historic First
On May 21, Rocket Lab announced it had been awarded a $90 million contract by the U.S. Space Force's Space Systems Command to design, manufacture, integrate, and operate two geostationary satellites hosting the Heimdall space domain awareness payload.
The significance of this contract extends well beyond its dollar value. It marks Rocket Lab's first-ever satellite production program for geostationary orbit, a milestone that expands the company's mission profile into a new and strategically important orbital regime. Rocket Lab will serve as prime contractor for the end-to-end mission, including spacecraft design, payload integration, launch integration, and on-orbit operations for up to five years after commissioning.
For a company that started as a small-launch provider, winning a prime contractor role on a Space Force GEO program is a meaningful statement about where Rocket Lab stands today.
The Market's Repricing of RKLB Has Gotten Extreme
The stock is up more than 100% year to date, nearly 470% over the past 12 months, and is trading well above the consensus analyst price target of $97.19 from 20 analysts. That disconnect between price and consensus target is the widest it has been for this stock in some time, reflecting a market that continues to reprice Rocket Lab's potential faster than analyst models can formally update.
The TradeSmith Health Indicator has kept the stock in the Green Zone for more than a month, signaling a strong and healthy uptrend. For investors already in the name, the fundamental momentum has never been stronger. For those considering an entry at current levels, the extraordinary run demands a disciplined approach to positioning, with the technical setup and any consolidation above key support levels serving as the most important guides.
The discipline and patience required for sidelined investors hoping to gain exposure are more crucial now than ever, given the stock's exceptional returns this year. As long as the fundamental momentum remains intact, a more prudent entry opportunity may come when the stock retraces toward short-term moving averages, such as the 10- or 20-day SMA, and digests the recent price action while confirming a higher low within the uptrend.
Why AST SpaceMobile Is the Bigger Winner of the AT&T, T-Mobile, and Verizon Joint Venture
Submitted by Jessica Mitacek. Published: 5/20/2026.
Key Points
- AT&T, T-Mobile, and Verizon announced a proposed joint venture to expand satellite-based direct-to-device wireless coverage and reduce U.S. cellular dead zones.
- As an existing partner to these carriers, AST SpaceMobile stands to benefit from an expanded addressable market, reduced commercial risk, and industry validation for its space-based cellular network.
- This alliance will allow carriers to maintain control over satellite connectivity terms and directly challenge SpaceX’s Starlink market dominance by fostering a more competitive D2D landscape.
- Special Report: Elon’s “Hidden” Company
A trio of mega-cap communication services providers just announced a joint venture to extend mobile connectivity for wireless customers using satellite-based, direct-to-device technologies.
Last week, AT&T (NYSE: T), T-Mobile (NASDAQ: TMUS), and Verizon Communications (NYSE: VZ) announced an initiative designed to deliver resilient connectivity and create the best and most diverse ecosystem for wireless and satellite products and services.
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings.
Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds.
If any of these are in your portfolio, now is the time to review your positions.
See the 5 stocks to avoidAccording to a press release, “the proposed collaboration by the three largest U.S. mobile network operators is expected to accelerate the technical integration, enhance customer experience, enhance coverage and help eliminate dead zones across the United States in partnership with the entire wireless industry.”
That’s good news for customers in areas with weak or no connectivity. But it’s even better news for shareholders of space-based, direct-to-device (D2D) cellular broadband network provider and aerospace upstart AST SpaceMobile (NASDAQ: ASTS).
AST SpaceMobile’s Strategic Partnerships Are Central to Its Growth Story
Following a galactic Q1 2026 earnings miss on May 11, the SpaceX competitor has actually seen its stock rise.
Shares of ASTS are up more than 5% since reporting earnings, as the miss failed to overshadow the fact that the company remains in aggressive growth mode.
Its BlueBird 8, 9, and 10 satellites are tentatively scheduled for a mid-June deployment as the company aims to have approximately 45 satellites in orbit by the end of this year. While AST SpaceMobile’s growth trajectory has played a role in its recent stock performance, so too has the announcement of the joint venture through three of its existing strategic partners.
The decision by AT&T, T-Mobile, and Verizon to join forces in an effort to fill coverage gaps through satellite-based D2D technologies is an immediate boon for AST SpaceMobile. The first and perhaps most obvious reason is that the announcement serves as validation for the telecom industry’s expansion into space-based services.
By combining forces with their biggest rivals, AT&T, T-Mobile, and Verizon are demonstrating how their massive subscriber bases could gain access to AST SpaceMobile’s offerings through a unified platform.
An AT&T press release noted that “collectively, satellite services function as supplementary components to the core wireless services customers depend on,” adding that “by collaborating on this [joint venture], the partners will be able to enhance convenience for their customers, enable competition and foster innovation and growth within the industry.”
The move will immediately expand AST SpaceMobile’s total addressable market in the United States, supporting the early-revenue company’s efforts to rapidly expand its BlueBird satellite constellation while reducing systemic commercial risk.
The Joint Venture Is a Challenge to SpaceX’s Grip on the Space-Based D2D Market
While the three major carriers boast 4G LTE and 5G networks capable of reaching up to 99% of the U.S. population, those services are highly concentrated.
In terms of actual geography, there are roughly 500,000 square miles of U.S. land that fall into a terrestrial dead zone.
That has been a massive opportunity for SpaceX’s Starlink, which provides D2D services via Starlink Mobile, most notably through T-Mobile’s communication network. As a result, the Elon Musk-led company controls an estimated 90% of the commercial satellite broadband market and 60% of all active broadband-providing satellites.
According to Wireless Estimator, that market dominance was the principal motivator for the big three carriers to create an alliance, which enables them to circumvent Musk’s ability to dictate service terms. The joint venture between AT&T, T-Mobile, and Verizon signals a push for a more competitive landscape, which could allow multiple space-based operators—including AST SpaceMobile—to take market share from SpaceX.
The competitive ambitions were reinforced by comments from AT&T CEO John Stankey, who, in the wake of the agreement, said, "This collaboration not only makes connectivity easier; it strengthens America’s communications leadership."
In the same article, Wireless Estimator noted that the joint venture sends a message to the market—and to potential SpaceX investors—that the companies intend to maintain control over how satellite connectivity reaches their customers.
As the primary D2D broadband service competitor to Starlink, AST SpaceMobile is poised to benefit from that more competitive environment.
Investors Will Need to Remain Patient
Long term, the growth story remains intact.
The Midland, Texas-based company’s stock continues to deal with elevated volatility, as evidenced by its current beta of 2.60.
However, the company’s balance sheet looks strong despite a sizable debt load that is typical of high-growth companies.
AST SpaceMobile reported $3.5 billion in cash, cash equivalents, and restricted cash as of March 31. Additionally, its financial health has been in the TradeSmith Green Zone for over 13 months.
The company has only recently begun generating revenue, but backing from partners including AT&T, Verizon, Vodafone (NASDAQ: VOD), real estate investment trust American Tower (NYSE: AMT), Google, and the U.S. federal government suggests the company still has meaningful long-term potential despite continued stock volatility. Buy-and-hold investors who can tune out the short-term noise are likely to be rewarded.
This email communication is a paid sponsorship for Behind the Markets, a third-party advertiser of The Early Bird and MarketBeat.
If you have questions or concerns about your newsletter, don't hesitate to email MarketBeat's U.S. based support team at contact@marketbeat.com.
If you no longer wish to receive email from The Early Bird, you can unsubscribe.
© 2006-2026 MarketBeat Media, LLC. All rights protected.
345 North Reid Place #620, Sioux Falls, S.D. 57103. U.S.A..
Post a Comment
Post a Comment