US Politics & Business News
Defense sector investors are sizing up two of the industry’s biggest names as valuations come into sharper focus in mid-2026. General Dynamics (GD) and RTX (RTX) both operate in the aerospace and defense space, making them natural comparison points for value-oriented portfolios. Both stocks currently carry a Zacks Rank of #2 (Buy), reflecting positive revisions…
Amazon.com Inc. (AMZN) finalized a massive $25 billion investment-grade bond sale on Tuesday, dragging down outstanding hyperscaler debt across the secondary market. The eight-part offering drew $62 billion in peak investor demand, though appetite cooled sharply compared to Amazon’s blockbuster $37 billion debt sale in March. Investors sold existing securities to fund the new issue,…
Honeywell Aerospace (NASDAQ: HONA) has just received a high-profile endorsement from CNBC’s Jim Cramer following its spinoff from Honeywell Technologies (NASDAQ: HON). The newly independent company began trading after Honeywell completed its separation on June 29, 2026, creating a standalone aerospace pure-play with a long operational history. Cramer spotlighted HONA during a Mad Dash segment,…
The Strait of Hormuz crisis has demonstrated for the first time that a maritime chokepoint can be weaponized for cash extraction as much as for military leverage. When Iran attempted to impose transit tolls on ships this spring, Secretary of State Marco Rubio dismissed the move as illegal, stating “No country is allowed to charge…
Micron Technology (NASDAQ: MU) shares have fallen sharply, dragging fellow memory stocks lower as investors question whether the sector’s historic rally has peaked. Micron and SanDisk (NASDAQ: SNDK) stocks were both down more than 6% in Tuesday’s pre-market trading, rattling confidence across the broader memory complex. The selloff was triggered in part by Samsung Electronics’…
D-Wave Quantum Inc. (NYSE: QBTS) has been selected to receive a $1,566,250 grant from the U.S. National Science Foundation through its National Quantum Virtual Laboratory program. The funding connects D-Wave to the ERASE project, which stands for Erasure Qubits and Dynamic Circuits for Quantum Advantage, targeting foundational fault-tolerant quantum computing technologies. D-Wave describes itself as…
Adobe (ADBE) stock has declined roughly 63% over the past five years, yet valuation metrics now suggest the software giant trades at a significant discount to peers. The company currently carries a price-to-earnings ratio of 12.1x, well below the broader software industry average of 28.1x and a peer group average of 57.4x. A forward P/E…
Tesla (TSLA) shares could surge roughly 20% as analysts factor in a growing probability of a merger with SpaceX, according to a new note from RBC Capital Markets. RBC analyst Tom Narayan raised his price target on Tesla to $500 from $475, incorporating both a revised standalone valuation and a premium tied to a potential…
TTRF Capital has initiated a new position in Nebius Group (NASDAQ: NBIS), an AI infrastructure provider, making it the fund’s single largest holding. The stock has quadrupled over the past year, reflecting surging investor appetite for companies building the physical backbone of artificial intelligence computing. Nebius Group N.V. is a technology company focused on building…
Wall Street analysts have broken their silence on SpaceX following the end of a mandatory quiet period tied to the company’s $86 billion initial public offering. The quiet period lifted this week for analysts at the banks that underwrote SpaceX’s landmark IPO, which was led by Goldman Sachs, Morgan Stanley, Bank of America, Citigroup, and…