Latest news with #ReArm
Yahoo
18-07-2025
- Business
- Yahoo
Space ETFs That Can Launch Your Portfolio Higher
From cutting-edge innovation to surging investor enthusiasm, the space economy is taking off. The S&P Kensho Space Index's strong lead over the S&P 500 highlights rising investor confidence and bullish market sentiment. The space index has added 51.99% over the past year and 22.26% year to date, significantly outpacing the broad market index, which has gained 12.69% and 7.07% over the same period, respectively. Increasing investor interest in the sector is mainly driven by rising demand for advanced defense systems and cybersecurity infrastructure. Experts project the global space economy to nearly triple by 2035, reaching an estimated $1.8 trillion, according to Statista. The blend of space exploration, tourism and practical satellite applications offers a compelling case for investors. Investment Opportunities in the Militarization of Space Space is becoming integral to defense operations. As modern warfare evolves and with the rise of drones, it's increasingly likely that economies will expand their defense capabilities through the development of their own space-based arsenal. President Trump's proposed $175 billion Golden Dome missile defense concept highlights this fact. The United States is not the only one looking to increase investments in the militarization of space. In addition to the Golden Dome, according to CNBC, Europe's 'ReArm' initiative and NATO's proposal to raise defense spending to 5% of GDP signal a new era of military investment, giving space budget a significant lift. With global defense spending on the rise and investor appetite shifting toward stable, high-growth sectors, space-focused ETFs are gaining momentum. Space Tourism Taking Flight A rising interest among adventure seekers, the enthusiasm of high net worth Individuals for space travel and heightened investment in research and development by both governmental and private entities are the driving forces behind space tourism. According to Grand View Research, the global tourism market is projected to reach $10.09 billion by 2030, expanding at a CAGR of 44.8% from 2024 to 2030. Helping in Climate Control Space technologies are taking on a pivotal role in climate control. With global investments increasingly prioritizing climate control, advancements in the broader space economy hold further promise. Already integral to disaster warning and management, space technology's role is expected to expand significantly with improved climate disaster monitoring, resilient communication network access and optimized tracking through satellite positioning data. ETFs to Explore With growing interest in interstellar exploration and growing capital infusion in the space sector, increasing exposure to funds covering the space economy can be beneficial. Additionally, the shift in warfare technology resulting in the militarization of space, a trend already gaining momentum, could also increase investments in the space economy. Although space ETFs carry higher volatility, they offer distinct long-term growth potential. Below, we highlight a few funds that investors can consider to gain increased exposure to the space economy. Investors can consider ARK Space Exploration & Innovation ETF (ARKX), Spear Alpha ETF (SPRX), Procure Space ETF (UFO) and SPDR S&P Kensho Final Frontiers ETF (ROKT). With a one-month average trading volume of 247,000 shares, ARKX is the most liquid option, ideal for active trading strategies. However, to fully benefit from the sector's growth trajectory, a long-term investment approach is recommended. ARKX has also gathered an asset base of $385.2 billion, the largest among the other options. Performance-wise, SPRX has outpaced other funds significantly, gaining 23.96% over the past month, with ARKX coming in second, adding 12.19% over the past month. Regarding annual fees, ROKT is the cheapest option, charging 0.45%, which makes it more suitable for long-term investing. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Procure Space ETF (UFO): ETF Research Reports SPDR S&P Kensho Final Frontiers ETF (ROKT): ETF Research Reports ARK Space Exploration & Innovation ETF (ARKX): ETF Research Reports Spear Alpha ETF (SPRX): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
CNBC
18-07-2025
- Business
- CNBC
Investing in Space: The market's taking off
It's that time of the year again, when CEOs take a deep breath, analysts ready their calculators, investors obsessively refresh stock tickers and every market open's a potential rollercoaster: quarterly earnings. It's a quieter affair in the space sector, where some big names — like Elon Musk's SpaceX and Jeff Bezos' Blue Origin — have so far steered clear of going public. There's still a sound swathe of listed heavy hitters that (also) dabble in space activities and are likely to draw the eye, from Boeing and Lockheed Martin to Virgin Galactic. Voyager Technologies only just entered the public arena last month, with shares soaring more than 80% in company's debut trading day after upsizing its initial public offering. And then there's the other new kid set to enter the Nasdaq's block: rocket maker Firefly Aerospace's filed to list and thereafter trade under the "FLY" ticker symbol. It's yet to reveal the number of shares that'll be made available and their price range, but the firm's success in touching its Blue Ghost lunar lander down on the Moon earlier this year is likely to have earned it some attention. The sector's startups kept drawing in funds over the April-June stretch, riding the high of "sustained interest" in defense opportunities and improved market sentiment after a fleeting pause in the U.S.' so-called reciprocal tariffs, according to a report from Seraphim Space covering industry activity in the second quarter. No big surprise on the security-linked gains: from intelligence gathering to imaging, communications and navigation, space is pretty integral to defense operations. It's only stepped further the limelight this year between the U.S.' plans for the Golden Dome missile-intercepting system, Europe's "ReArm" initiative and NATO allies' recent pledge to raise their defense contributions to 5% of their gross domestic product by 2035. Altogether, investment in space startups rallied to $3.1 billion over the April-June stretch, marking the second largest quarter of investments in Seraphim Space's records and a boost from around $2.1 billion over the January-March period. Not unpredictably, U.S. firms absorbed the lion's share of the second-quarter space tech funding at $2.2 billion, or 70%. This means year-to-date investment in U.S. space businesses has already surpassed the total achieved in the whole of 2024 — impressively, despite federal contracts and NASA budget cuts and the volatility triggered by the recent U.S. administration's protectionist trade policies. Just two non-U.S. deals ranked in the second-quarter's top 10 fundraisers — one by German launch services supplier Isar Aerospace in a $174 million Series C round, and another by Chinese positioning service provider Qianxun Spatial Intelligence, which clinched $137-million's worth of Series B funds. U.S. startup Impulse Space meanwhile scored the top deal of the second quarter in a $300-million Series C raise. Overall, venture capital companies remained the most active space investors in recent months, contributing 77% of 2025 funding in the sector to date, compared with the 54% average of 2024, according to Space Capital's separate second-quarter Space IQ report. The company identified especially strong funding momentum for habitats — crewed space stations — as well as for on-orbit servicing and energy generation and storage. Noting 18 acquisitions that took place in the second quarter, Space Capital flagged it expects more than 10 "high-value" deals to close in 2025, for a projected total of $35 billion. And space businesses are also carrying out investment. The talk of the town is a Wall Street Journal report that signals SpaceX has agreed to invest a whopping $2 billion in xAI — the maker of controversial chatbox Grok, which is already believed to be powering the customer support features of SpaceX's satellite network Starlink. The space company's investment in xAI is part of a broader $10 billion debt and equity fundraising effort previously announced by Morgan Stanley, the WSJ said, citing sources. CNBC has reached out to xAI and SpaceX for comment.
National Observer
28-05-2025
- Business
- National Observer
Defence minister will address industry as Canada eyes new European partnership
Just a day after the Liberal government confirmed plans to join a major European defence procurement pact, Defence Minister David McGuinty is set to deliver a state-of-the-union style speech to defence industry representatives. McGuinty is speaking this morning at the CANSEC trade show in Ottawa, just a week before he travels to Brussels for a meeting of NATO defence ministers. On Tuesday, Prime Minister Mark Carney's government confirmed its intention to join the ReArm Europe plan — an effort to leverage massive loans and redrawn fiscal rules to pump funds into rearming European nations and building up domestic defence industries. The initiative was launched after US President Donald Trump suspended US military aid supporting Ukraine's defence in its ongoing war with Russia, which has recently intensified. Trump's former secretary of state Mike Pompeo is also set to speak at the CANSEC trade show. Carney's government has said joining ReArm will help boost the domestic defence industry as Ottawa looks to rebuild the Canadian Armed Forces. Carney spoke about the ReArm plan with EU Commission President Ursula von der Leyen in March, not long after he first took office. He also quickly arranged a trip to the U.K. and France to bolster relationships with those major arms-producing nations. Canada's commitment to ReArm comes at a time of profound trade tensions with the US, which has long been its most important trading and security partner and remains a key part of its military supply chains. It also comes as Trump continues to pressure Canada and other NATO allies to ramp up defence spending. NATO Secretary General Mark Rutte said Monday that he expects NATO allies to commit to spending five per cent of their GDP on defence at the NATO meeting in The Hague next month. That would amount to a massive hike in Canada's defence budget requiring tens of billions of dollars in new spending. Roughly 1.5 per cent of that five per cent commitment may end up being accounted for through broader security investments in things like defence infrastructure and cyber security. Some experts warn Canada's persistent low level of defence spending is making it increasingly isolated in NATO. This report by The Canadian Press was first published May 28, 2025.
Winnipeg Free Press
28-05-2025
- Business
- Winnipeg Free Press
Defence minister to address industry as Canada eyes new European partnership
OTTAWA – Just a day after the Liberal government confirmed plans to join a major European defence procurement pact, Defence Minister David McGuinty is set to deliver a state-of-the-union style speech to defence industry representatives. McGuinty is speaking this morning at the CANSEC trade show in Ottawa, just a week before he travels to Brussels for a meeting of NATO defence ministers. On Tuesday, Prime Minister Mark Carney's government confirmed its intention to join the ReArm Europe plan — an effort to leverage massive loans and redrawn fiscal rules to pump funds into rearming European nations and building up domestic defence industries. The initiative was launched after U.S. President Donald Trump suspended U.S. military aid supporting Ukraine's defence in its ongoing war with Russia, which has recently intensified. Trump's former secretary of state Mike Pompeo is also set to speak at the CANSEC trade show. Carney's government has said joining ReArm will help boost the domestic defence industry as Ottawa looks to rebuild the Canadian Armed Forces. Carney spoke about the ReArm plan with EU Commission President Ursula von der Leyen in March, not long after he first took office. He also quickly arranged a trip to the U.K. and France to bolster relationships with those major arms-producing nations. Canada's commitment to ReArm comes at a time of profound trade tensions with the U.S., which has long been its most important trading and security partner and remains a key part of its military supply chains. It also comes as Trump continues to pressure Canada and other NATO allies to ramp up defence spending. NATO Secretary General Mark Rutte said Monday that he expects NATO allies to commit to spending five per cent of their GDP on defence at the NATO meeting in The Hague next month. That would amount to a massive hike in Canada's defence budget requiring tens of billions of dollars in new spending. Roughly 1.5 per cent of that five per cent commitment may end up being accounted for through broader security investments in things like defence infrastructure and cyber security. Some experts warn Canada's persistent low level of defence spending is making it increasingly isolated in NATO. This report by The Canadian Press was first published May 28, 2025.
Hamilton Spectator
28-05-2025
- Business
- Hamilton Spectator
Defence minister to address industry as Canada eyes new European partnership
OTTAWA - Just a day after the Liberal government confirmed plans to join a major European defence procurement pact, Defence Minister David McGuinty is set to deliver a state-of-the-union style speech to defence industry representatives. McGuinty is speaking this morning at the CANSEC trade show in Ottawa, just a week before he travels to Brussels for a meeting of NATO defence ministers. On Tuesday, Prime Minister Mark Carney's government confirmed its intention to join the ReArm Europe plan — an effort to leverage massive loans and redrawn fiscal rules to pump funds into rearming European nations and building up domestic defence industries. The initiative was launched after U.S. President Donald Trump suspended U.S. military aid supporting Ukraine's defence in its ongoing war with Russia, which has recently intensified. Trump's former secretary of state Mike Pompeo is also set to speak at the CANSEC trade show. Carney's government has said joining ReArm will help boost the domestic defence industry as Ottawa looks to rebuild the Canadian Armed Forces. Carney spoke about the ReArm plan with EU Commission President Ursula von der Leyen in March, not long after he first took office. He also quickly arranged a trip to the U.K. and France to bolster relationships with those major arms-producing nations. Canada's commitment to ReArm comes at a time of profound trade tensions with the U.S., which has long been its most important trading and security partner and remains a key part of its military supply chains. It also comes as Trump continues to pressure Canada and other NATO allies to ramp up defence spending. NATO Secretary General Mark Rutte said Monday that he expects NATO allies to commit to spending five per cent of their GDP on defence at the NATO meeting in The Hague next month. That would amount to a massive hike in Canada's defence budget requiring tens of billions of dollars in new spending. Roughly 1.5 per cent of that five per cent commitment may end up being accounted for through broader security investments in things like defence infrastructure and cyber security. Some experts warn Canada's persistent low level of defence spending is making it increasingly isolated in NATO. This report by The Canadian Press was first published May 28, 2025.
