UBS Forecasts Global Space Economy Reaching $1.3 Trillion Total Addressable Market By 2040

UBS (UBS) projects the global space economy’s total addressable market will hit $1.3 trillion by 2040, driven by falling launch costs, expanding satellite services, and rising defence budgets. The bank’s analyst report estimates annualised growth of approximately 7%, though the forecast was trimmed by one-third from a $2 trillion scenario to account for anticipated delays…

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D-Wave Quantum (QBTS) Falls Nearly 30% In July As Investors Weigh Near-Term Risks Against Long-Term Promise

D-Wave Quantum (QBTS) has dropped 29.4% month to date in July, drawing fresh scrutiny from investors weighing the quantum computing sector’s execution risks against its longer-term potential. The decline significantly underperforms both the Computer and Technology sector’s 1.4% drop and the S&P 500’s 1.2% gain over the same period. Analysts point to a combination of…

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Jim Cramer Tells Investors To Dump Oracle (ORCL) And Avoid Liquor Stocks, Backs Banks, Pharma, And Semiconductors

During a member Q&A on the July 17th episode of CNBC Mad Money Investing Club, Jim Cramer delivered sharp and unambiguous guidance for investors navigating late 2026. Cramer’s core message was direct: sell Oracle (ORCL), avoid every liquor stock on the market, and rotate into cyclicals, defensives, and select semiconductors. A member asked Cramer what…

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Quantum Computing Inc. (QUBT) Faces Q2 Momentum Test As Commercial Strategy Ramps Up

Quantum Computing Inc. (QUBT) entered the second quarter of 2026 with a clear mandate to transition from a technology developer into a full-scale commercial quantum manufacturing company. The shift follows the company’s strategic acquisitions of Luminar Semiconductor and NuCrypt, which repositioned QCi as a more operationally driven enterprise with tangible manufacturing ambitions. QCi closed the…

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Northrop Grumman (NOC) Set To Report Q2 Earnings With Beat Likely On The Cards

Northrop Grumman Corporation (NOC) is scheduled to release its second-quarter 2026 financial results on July 21, before the market opens. The defense giant delivered an earnings surprise of 0.99% in its last reported quarter, setting a positive tone heading into this cycle. Analysts expect the company’s second-quarter earnings to have benefited from solid demand, supported…

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Capital One Upgrades Palo Alto Networks (PANW) And Okta (OKTA), Sees Major Upside Ahead

Capital One Securities upgraded both Palo Alto Networks (PANW) and Okta (OKTA) to Overweight from Equal Weight on Thursday, citing strong growth momentum across both companies. The investment firm raised its price target on Palo Alto Networks to $421 from $307, representing significant implied upside from recent trading levels. Capital One also lifted its price…

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Netflix (NFLX) Slashes Viewership Reporting Frequency As Wall Street Punishes Stock With 9% Drop

Netflix shares tumbled as much as 9% in after-hours trading Thursday after the company posted mixed second-quarter earnings and announced plans to reduce viewership disclosures. The streaming giant reported Q2 revenue of $12.56 billion, up 13.4% year over year, falling just short of analyst expectations of $12.59 billion, according to LSEG Data & Analytics. Net…

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