Capital DailyCapital Daily
Markets · Investing · Business
Capital DailyCapital Daily
Finance

SpaceX vs. MP Materials: 2 Very Different Ways to Bet on the Next Decade of Tech

SpaceX and MP Materials offer different ways to invest in future technology infrastructure.

SpaceX vs. MP Materials: 2 Very Different Ways to Bet on the Next Decade of Tech

Published August 13, 2026 · Category: Finance

Overview

Space Exploration Technologies Corp (NASDAQ: SPCX) and MP Materials (NYSE: MP) are wildly different companies, but they are both building core infrastructure for the next decade of technology: one in the sky, the other deep in the supply chain.

Image source: Getty Images.

On the SpaceX side, you are really betting on two intertwined technologies, Starlink and Starship. Starlink is already a mega‑constellation of more than ten thousand low Earth orbit satellites that use phased-array antennas and optical-fiber links to move data around the planet with much lower latency than traditional satellite internet. Each satellite carries multiple space lasers capable of up to 200 gigabits per second in aggregate, and newer mini lasers deliver 25 gigabits per second at distances up to 4,000 kilometers, creating a mesh in space that routes traffic without relying on a dense network of ground stations. The coming Starlink V3 hardware pushes that further, with each satellite designed for roughly 1 terabit per second of downlink capacity and 160 gigabits per second of uplink, optimized to ride on the heavy-lift Starship rocket and to support direct‑to‑device cellular service.

Details

Continue reading

Source

Originally published at www.fool.com.

Related Articles

CD
Capital Daily Newsroom

Capital Daily covers markets, crypto and commodities for Asia & the Middle East — tier-1 desk research, AI-driven analysis, institutional-grade data. Tip our newsroom: [email protected]

Email the newsroom →
Disclaimer: This article is for informational purposes only and does not constitute investment advice. Data may be delayed up to 15 minutes. Past performance is not indicative of future results. Consult a licensed financial advisor before making investment decisions.