Rocket Lab USA (RKLB)

Rocket Lab provides the launch infrastructure that puts AI-connected satellites into orbit. Its Electron rocket is the most frequently launched small satellite rocket in the Western world, and the company's space systems division builds satellite hardware, software, and power systems — including silicon-based solar arrays unveiled in early 2026.

As AI companies and defense agencies accelerate their satellite constellation deployments, Rocket Lab's backlog is growing: $1.85 billion at the end of 2025, up 73% year-over-year. The company is also developing Neutron, a medium-lift reusable rocket targeting its first launch in Q4 2026, which would open the company to much larger payload markets.