President Donald Trump has signed a National Security Presidential Memorandum targeting more than 1,000 U.S. launches and reentries annually by 2030, marking a sweeping push to accelerate American space activity.

The directive, which Trump described as ushering in a “Golden Age of Space Transportation,” calls for faster permitting, additional launch and reentry sites, priority airspace for launch corridors and greater private investment in infrastructure.

Agencies have also been directed to streamline procurement, strengthen the domestic space industrial base, expand international market access and advance commercial transportation to the Moon and Mars.

SpaceX (SPCX) stands out as a near-term beneficiary, with more launch sites, faster environmental reviews and priority airspace directly addressing constraints on Starship’s flight cadence and infrastructure expansion.

Falcon 9 already dominates U.S. launch volume, having recently completed missions from opposite coasts just 38.5 minutes apart, while Starship’s 13th test flight in July deployed upgraded Starlink V3 satellites and ended in a controlled splashdown.

SpaceX CEO Elon Musk said Thursday that the company could attempt its first tower catch of a returning Ship “in a few months,” with the first Ship reflight expected in late 2026 or early 2027.

Rocket Lab (NASDAQ: RKLB) could benefit from the administration’s push for a “vibrant, competitive and resilient” U.S. space industrial base, with greater range access and faster approvals potentially lifting Electron’s launch cadence and supporting Neutron’s development.

Rocket Lab completed its 93rd Electron launch on Thursday, deploying a satellite for Japan’s iQPS, and has secured government contracts including a $981 million Space Force NITE-STAR program, a $266 million launch contract and a $397 million satellite-building deal.

AST SpaceMobile (NASDAQ: ASTS) does not launch its own rockets, but its cellular-broadband constellation depends on affordable and frequent access to orbit, meaning expanded U.S. launch capacity could reduce delays in deploying its BlueBird satellites.

The company reported $31.5 million in second-quarter revenue, approximately $1.3 billion in contracted backlog and more than $3.7 billion in pro forma liquidity, with nearly 60 carrier partners covering over three billion subscribers.

Intuitive Machines (NASDAQ: LUNR) is closely aligned with the policy’s emphasis on commercial lunar transportation, with its third lunar mission targeted for early 2027 and a fourth expected later that year.

The company recently received authorization to proceed on a multi-satellite communications program expected to exceed $600 million and was selected for NASA and JPL’s EAGLE-VSWIR Earth-science mission.

Intuitive Machines reported $206 million in second-quarter revenue with backlog approaching $1.8 billion, supported by expansion across lunar services, defense, communications and Earth observation.

Retail sentiment on Stocktwits was bearish for ASTS and RKLB and neutral for SPCX amid low message volume, while LUNR drew bullish sentiment amid high message volume.

Over the past year, LUNR has surged 107%, RKLB has climbed 79% and ASTS has gained 44%, while SPCX has fallen 17%.