12 Stocks to Buy After Meta’s Deal to Beam Energy From Space

Meta’s commercial agreement with Overview Energy to beam solar power from orbit validates an “orbital compute” investment thesis: terrestrial energy and transmission constraints (utility interconnection queues of 5–10 years) limit AI scale, so companies enabling power, launch, satellites and space hardware stand to benefit over the next decade. The piece recommends a mix of orbital pure-plays (Rocket Lab, Planet, AST SpaceMobile, Redwire) and overlapping terrestrial AI-infrastructure names — highlighting Nvidia, Broadcom, Marvell, Eaton, Coherent, Lumentum and Astera Labs — as beneficiaries. Key market implications: hyperscalers’ massive AI capex ($60–65 billion for Meta in 2025) keeps demand for chips, networking and power equipment strong near-term, while orbital energy and launch cost declines (launch costs down ~90% last decade) create a multi-decade structural growth opportunity for space- and optics-related suppliers. Overall tone: bullish on stocks exposed to orbital compute and adjacent AI infrastructure.