Wall Street has a funny habit. It seems to only discover megatrends after they’ve already been happening for years; and then acts shocked when those stocks move…
Which is why the setup for space AI stocks in 2026 is starting to look less like a speculative fever dream and more like a classic convergence trade: where policy tailwinds + new infrastructure narrative + a generational capital-markets catalyst combine to send space stocks into orbit.
And there are three catalysts that matter most…
This post originally appeared at InvestorPlace.