Shares of Rocket Lab and Intuitive Machines are getting a lift Friday as the outlook for Elon Musk’s SpaceX comes into question.

Illegal tariffs, steel taxes, court rulings… Now Trump and Musk going head-to-head in fiery spats on the world’s stage. The headlines scream about skirmishes. But this week’s “Being Exponential” unpacks the noise to reveal the signal

The worried reaction within space and national security agencies highlights the risks of government’s exclusive dependence on SpaceX for crucial tasks, including classified missions.