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The Trump administration is determined to bring manufacturing activity back to the U.S., and tariffs are one of its important tools. In mid-August, President Donald Trump announced a 100% tariff on certain drones and their components to take effect on Sept. 3, 21 days later. “We view the move as positive for domestic producers,” wrote Jefferies analyst Sheila Kahyaoglu at the time, noting that AeroVironment AEVEX Teledyne Technologies Redwire Kratos Defense & Security Solutions and Elbit Systems could benefit.

Ondas raised its revenue outlook and still got punished, breaking a monthlong winning streak in a sector where every drone name is now watching its back. The selloff raises a pointed question about whether richly valued momentum stocks can survive their own good news.

Record backlog and defense tech integration drive 89.6% revenue growth.

Redwire (NYSE:RDW) reported record second-quarter revenue, gross margin and contracted backlog for 2026, as growth in its defense technology business and continued demand for space systems supported results. The company reaffirmed its full-year revenue outlook and said it expects revenue to build du

Redwire is making progress, but remains a speculative investment.

Aerospace, defense plays rally on earnings wave. Howmet, ATI score breakouts. Redwire, CACI International make bullish moves.

Investors are focused on SpaceX’s massive Starship rocket. Space-and-defense company Redwire said it had agreed to send its orbital pharma technology to low-Earth orbit on SpaceX’s Starfall spacecraft, a vehicle that hasn’t flown yet. SpaceX hasn’t said much about Starfall, but has submitted plans to federal regulators that describe it as a cylindrical capsule 2.5-feet high and more than 10 feet in diameter.

Redwire’s second-quarter earnings beat Street expectations, and the company reaffirmed 2026 revenue guidance.

Investors are focused on Redwire’s second-quarter results as defense demand and possible government support strengthen its outlook.

IRDM benefited from Rocket Lab’s $8 billion takeover, while VSAT rallied on the value of its scarce spectrum assets.

Analysts expects major gains from Unusual Machines stock. Karman Holdings to join this S&P index. Redwire climbs on drone order.

MDA Space is expanding its sovereign defense footprint through cross-border acquisitions and securing lucrative government infrastructure contracts.

SpaceX's IPO debut offers a template for trading Anthropic and OpenAI's expected Q4 2026 IPOs, including proxy vehicles, supply chain plays, and software sector rotation.

SpaceX's record-setting IPO has investors rushing into space stocks. From Rocket Lab to AST SpaceMobile, here's how to separate the durable winners from the hype in a fast-growing $1 trillion market.

SpaceX stock is flying, and so are shares of older aerospace incumbents like GE Aerospace and Boeing.

Does AI hype have Wall Street ignoring inflation? Trader Talk host Kenny Polcari discusses the growing concerns with NYSE Senior Market Strategist Michael Reinking, and Tuttle Capital Management CEO & CIO, Matthew Tuttle

Rocket Lab was supposed to ride the wave of the biggest space IPO in years, but it ended up getting swamped.

Redwire stock got hit hard this week, but it's still up 99% in 2026.

Space-linked shares fell as investors shifted attention toward Elon Musk's $1.8 trillion company and its $135 IPO price.

Space stocks jumped ahead of SpaceX's public debut on Friday.

Space stocks jumped ahead of SpaceX's public debut on Friday.

Space stocks jumped ahead of SpaceX's public debut on Friday.

Former Goldman exec Matt Levine said that a 20% first-day gain is the ideal IPO outcome for SpaceX.

Space Sector Rockets Higher Before SpaceX's Massive Market Debut

Massive institutional demand for the upcoming SpaceX stock launch is creating a powerful downstream capital rotation into publicly traded space companies.

There are data centers in Texas that were fully built out over a year ago, kitted with server racks, networking, and GPUs, and are sitting idle, waiting for a grid connection. It is a power problem, and it is the same problem slowing AI infrastructure build-out across the U.S. and increasingly abroad.

Shares are up in the last month, but there are potential red flags.

SpaceX's imminent market debut is driving fresh attention toward satellite and aerospace names across the sector.

Intuitive Machines has pulled back roughly 28.6% from its recent 52-week high amid a broader space sector selloff ahead of the anticipated SpaceX IPO.

Morningstar assigned SpaceX a $780 billion fair value estimate, calling the shares likely "overvalued" at the proposed IPO valuation.