24/7 Wall Street
06 Oct 2026, 14:53 UTC · 1h ago
SpaceX Gains 2% as Morgan Stanley Sees a Closing Window; AST SpaceMobile Surges 8%, Rocket Lab Rises 5%
Impact · against what's priced in
The rally in space stocks is primarily a sentiment-driven beta play rather than a fundamental shift, as the catalyst for SpaceX relies on a test flight the market hasn't yet priced in. For ASTS and RKLB, the gains are speculative extensions of sector enthusiasm rather than progress on the specific operational milestones the market currently refuses to pay for.
- SPCX+0.30
Challenges what's priced in
- The price assumes





