Mo Islam

ANNOUNCEMENT: I'm thrilled to share that Arkaea Media Group and the @NYSE is entering into a strategic partnership. This marks the beginning of a broader relationship across our brands — @payloadspace, @tectonicdefense, and @ignitionnuclear — spanning space, defense, and energy, all guided by one vision: connecting critical technology industries with the world’s leading capital markets. We'll kick off with a media partnership spotlighting the companies, investors, and innovations shaping the frontier economy, but that's just the beginning. More to come soon. Stay tuned! S/O: Kevin Hawkins & Crystal Shen from the NYSE team!

BofA's Mariana Pérez Mora (aka the Queen of Palantir $PLTR ) joins us at @NYSE to talk public valuations of space and defense companies. "Defense primes are up ~20-25% and that compares to the market which is down ~5%, and that's not all related to the Iran War..."

Nominal translunar injection burn complete. The Artemis II crew is officially on the way to the Moon. America is back in the business of sending astronauts to the Moon. This time, farther than ever before.

Distribution is the moat in the world of AI and creators can are the new media empires Build a big following, launch newsletters / podcasts / subscription products in a high-value niche, and you’ll be well-positioned to sell for hundreds of millions Congrats to the TBPN team

Shouldn’t the first guest post acquisition be @elonmusk?

GICP cofounder @MDDanchak says Stoke can be cost-competitive with SpaceX. "Finding a low-cost way to launch mass into space was something that was incredibly interesting to us. Found an amazing team out of Seattle in Andy, Tom, and folks." "We think that they have a very, very good chance to be cost competitive with SpaceX across the board and the other players that are out there in this space."

From our live show w/ @NYSE this week: Mike Annunziata (@nunzi46) of Also Capital (@CapitalAlso) on why he invested in K2 Space (@K2SpaceCo).

America’s next leap is underway.. Godspeed Artemis II 🇺🇸

Did you know we've rung the bell in space? Throwback to our last voyage with @Shift4 and @SpaceX 🚀 @rookisaacman describes the milestone while in orbit. Next time, NYSE brings the bell to the moon?

@NYSE @NASA @Redwire @NASAArtemis LOOOKIN GOOD!

Team NYSE is on site at @NASA’s Kennedy Space Center with NYSE-listed @Redwire 💪 @NASAArtemis is preparing for liftoff!

EARLY BIRD TIX: events.payloadspace.com/inside-the-dome

EVENT ANNOUNCEMENT: 🇺🇸. Golden Dome. Washington, DC. May 14. The United States has committed to building the most ambitious missile defense architecture in history. Golden Dome has become a national security priority and the decisions being made right now, about how to design it, fund it, procure it, and build it at scale, will define American defense posture for years. On May 14 in Washington, DC, we are hosting "Inside the Dome." The definitive gathering for the leaders shaping Golden Dome architecture, where the most consequential conversations in missile defense can happen with the seriousness this moment demands. THE FIRST OFFICIAL @payloadspace x @tectonicdefense CROSSOVER EVENT. 📍 Waldorf Astoria Washington DC 🗓️ Thursday, May 14, 2026 EARLY BIRD TIX now on sale 👇

Made in collaboration with Arkaea Media Group, The Space + Defense Market Update is now an hour-long live broadcast, directly from @NYSE. Catch @payloadspace and more on the latest episode with @itsmoislam & @JackKuhr youtube.com/watch?v=YT0uai…

Replay of our live show this morning with @NYSE. A lot more to come…

BIG NEWS Our space & defense show at the NYSE was extended to 60 min…and will now be LIVE. 3 guests will be joining @itsmoislam and me tomorrow at 11 am ET. Will push the stream live on X.

Yes definitely.

This year’s Tectonic Defense Summit was bigger and better than ever, and Payload was thrilled to join the fun with the inaugural Payload Space Stage. payloadspace.com/a-recap-of-pay…

@barratt_dewey absolutely crushed it.

@breadfrom @JackKuhr

What are the best projections for the kg/MW of usable compute power in orbit for a data center sat? I want to understand how many orbital data centers a single Starship can actually carry.

"If you're a rocket competitor, this is the best possible news for you." @itsmoislam and I chat broader industry implications of SpaceX going all in on orbital data centers.

JUST DROPPED: EP 2 of the "Space & Defense Market Update" straight from the exchange floor @NYSE! This month, @JackKuhr and I break down: – @YorkSpaceSystem's IPO and what it signals – Investor rotation out of software and into hardware – Recent A&D fundraises (@CesiumAstro, @AalyriaTech, @skyryse, @noveonmagnetics, @Axiom_Space, @stoke_space, Harmattan AI) – @blueorigin's breakout month of announcements – A key market question: will Starship serve commercial markets if capacity is increasingly consumed by @SpaceX's internal demand? 👇