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NASA Lunar Supply Contracts Drive Aerospace Stocks Higher

Shares of major aerospace firms surged Wednesday after NASA awarded a series of critical contracts to transport equipment to the lunar surface. The agency selected Firefly Aerospace, Intuitive Machines, and Astrobotic to manage payload deliveries, signaling a significant step forward in the development of a sustained lunar outpost by 2028.

Astrobotic, currently in the process of being acquired by Voyager Technologies, secured the largest share of the deal with two missions valued at approximately $298 million. Following the announcement, Voyager Technologies saw its stock climb 9.9% to $35.43. Meanwhile, Firefly Aerospace and Intuitive Machines each locked in a single mission contract, valued at $144 million and $148 million respectively.

Market response remained positive throughout Wednesday trading. Firefly Aerospace shares rose 1.1% to reach $29.73, while Intuitive Machines experienced a modest gain of 0.4%, closing at $21.48. These missions form the backbone of NASA's ongoing efforts to establish logistical infrastructure on the Moon, with all scheduled deliveries expected to conclude before the end of 2028.

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