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Rocket Lab USA (RKLB) Acquires Geost to Eye National Security Programs

Rocket Lab USA, Inc. (NASDAQ:RKLB) is one of the top industrial stocks to buy amid easing tariff uncertainties. On August 12, the company strengthened its national security position with the acquisition of Geost LLC, a leading provider of electro-optical and infrared (EO/IR) sensing systems for critical space missions.

Rocket Lab acquired Geost LLC for $275 million from ATL Partners. The deal comprises $125 million in cash and 3,057,588 shares of Rocket Lab common stock. The company will also pay $50 million tied to future revenue targets.

With the deal closed, Rocket Lab strengthens its role as a key contractor for advanced U.S. defense projects like Golden Dome for America and the Space Development Agency’s Proliferated Warfighter Space Architecture, now offering Optical Systems as part of its mission-ready spacecraft solutions. In addition, Geost technologies support missile warning, tracking tactical intelligence, and earth observation. Rocket Lab stands to be a key provider of spacecraft for national security programs.

“Being able to quickly build and deploy entire satellite systems is the cornerstone of future U.S. defense strategy,” said Rocket Lab founder and CEO Peter Beck in the press release. “This acquisition strengthens our role in building the resilient, responsive space architecture envisioned under Golden Dome.”

Rocket Lab USA, Inc. (NASDAQ:RKLB) is an industrial company that specializes in providing solutions for the aerospace sector. It designs, manufactures, and launches rockets and spacecraft, as well as providing on-orbit operations. It strives to make space more accessible by offering a range of services from launch to satellite operations.

While we acknowledge the potential of Rocket Lab USA, Inc. (NASDAQ:RKLB) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than RKLB and that has 100x upside potential, check out our report about the cheapest AI stock.

READ NEXT: 12 Best Falling Stocks to Buy Now and 12 Best Copper Stocks to Buy According to Hedge Funds.

Disclosure: None. This article is originally published at Insider Monkey.

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When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
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  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

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