In this Motley Fool podcast recorded on Sept. 22, 2026, hosts discuss SpaceX's plan to retire the Falcon 9 by 2028, a move that depends on Starship being ready to take over. They note that New Glen has been down since May and Vulcan was grounded in February, while a Space Development Agency program manager said thousands of satellites are scheduled to launch by 2030 with too few vehicles available. The hosts discuss which companies could benefit, including public firms such as Rocket Lab, Firefly and Voyager, and argue that the smaller rockets from Neutron and Firefly will not replace the Falcon 9. The episode also touches on possible dividend cuts and European AI infrastructure stocks.
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