Business
February 11, 2026
It looks like Elon Musk’s moon city idea is no longer just space talk. Recent reports highlight how SpaceX is focusing on building a permanent base and “self-growing cities” on the Moon. It doesn’t stop at that. The firm also intends to eventually push towards Mars. This comes from Musk’s mission to make humans interplanetary. But investors are mostly laying focus on capital, contracts, as well as market momentum, and not science fiction.
Musk’s latest statement is expected to bring major changes to the stock market. With SpaceX’s moon base gaining traction, Tesla stock, aerospace stocks, and space-themed ETFs are in the spotlight.
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How Musk’s Moon City Plan Could Influence Tesla and Aerospace Markets
During the weekend, Elon Musk took to X and shed light on his moon city vision. According to him, the firm is looking at an uncrewed landing around March 2027 on the Moon. This, however, is a major adjustment from last year’s Mars-focused timeline. Musk previously pitched the idea of sending an unmanned Starship to the red planet by late 2026. More recently, this deadline was pushed by more than 20 years.
He further affirmed that the Moon is a mere “distraction.”
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The recent shift comes just after SpaceX’s latest acquisition of xAI, an artificial intelligence company. This deal has reportedly set the combined valuation of both entities at $1.25 trillion. With xAI under its wing, SpaceX is expected to fuel its vision of space manufacturing.
While Elon Musk’s moon city developments could reshape parts of the aerospace industry, they could also impact stocks that are closely tied to SpaceX and Musk.
Space vs. Wall Street: How Musk’s Moon City Plan Could Move the Markets
Tesla stock has repeatedly reacted to Musk’s statements, even when they are unrelated to vehicle production. TSLA previously surged by 2% after news of the SpaceX and xAI deal surfaced. Several speculate on the chances of Tesla merging with the latest entity.
In addition to Tesla, several aerospace and defence firms could benefit from Musk’s moon-first strategy. This is certainly more practical in the short term than Mars. It is worth noting that stocks like Lockheed Martin, Northrop Grumman, RTX, and Boeing are already involved in lunar infrastructure plans. SpaceX’s latest interest could aid these stocks as the firms could be looking at partnerships and procurement activity.
For instance, under the Artemis program, Lockheed Martin (LMT) is the primary contractor for NASA’s Orion crew capsule, the spacecraft that will carry humans back to the Moon. It has a backlog approaching $40 billion and over $13 billion in revenue last year.
With SpaceX planning a 2026 IPO, several space ETFs are expected to witness growth. With increased interest in the space front, space-themed ETFs like UFO and ARKX have demonstrated a renewed interest from investors. In recent periods, ARKX has gained more than 21% in the past 6 months.
Will SpaceX Take Dogecoin to the Moon?
Elon Musk’s favorite cryptocurrency, Dogecoin (DOGE), has time and again experienced short-term bursts following his space-related comments. Musk has kept the meme coin community engaged for years by teasing a potential DOGE collaboration with SpaceX. During the first week of February, Musk posted “Maybe next year,” responding to his 2021 promise to send a physical Dogecoin to the moon.
Right after this post, DOGE recorded a nearly 8% rise. If Musk’s moon city comes through and ties Dogecoin along, even symbolically, the asset could witness a sentiment boost.
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