NASA's pivot from an orbiting lunar gateway station to a $20 billion south-pole Moon base over seven years is a major tailwind for lunar surface contractors, landers, launch providers and in‑space infrastructure plays. 

It effectively accelerates demand for cargo, communications, power and construction services tied directly to sustained surface operations rather than a single orbital outpost.

RKLB stock is climbing. See the chart and price action here. 

What NASA is Changing

NASA under Jared Isaacman is halting the planned lunar gateway station "in its current form" and redirecting hardware and funding to a permanent Moon base near the south pole, budgeted at roughly $20 billion over about seven years. 

The agency is emphasizing infrastructure that supports ongoing surface presence—power, habitats, logistics, resource utilization—while maintaining the Artemis timeline for human landings.

In a social media post Tuesday, Isaacman said: "The goal is not just to reach the Moon, but to stay. America will never give up the Moon again."

To return Americans to the Moon, NASA is ...