š U.S. Stocks Poised to Benefit From the New Moon Race Against China
The U.S.āChina space race is heating up. From Lockheedās Orion capsules to Intuitive Machinesā lunar landers, key U.S. stocks are set to benefit as Artemis missions ramp up. Hereās where investors should focus in the next 3ā4 years.

Introduction
The United States is entering a new space race with China, centered on returning to the Moon and expanding space capabilities. NASAās Artemis program ā a series of missions to establish a sustained human presence on and around the Moon ā lies at the heart of Americaās lunar efforts. At the same time, the U.S. Department of Defense (DoD) and Space Force are investing in satellites, launch systems, and space infrastructure to maintain a strategic edge.
This report identifies publicly traded U.S. companies, from large aerospace primes to emerging space startups, that are poised to benefit in the next 3ā4 years from these initiatives. We focus on companies directly involved in lunar exploration (landers, habitats, lunar infrastructure) as well as those supporting broader space capabilities (rockets, satellites, space stations, and critical components).
(Note: Major players like SpaceX and Blue Origin are critical to Artemis but remain privately held, and are not included here.)