AST SpaceMobile (ASTS) Slides 4% As Falcon 9 Wind-Down Sparks Launch Dependency Fears While Rocket Lab (RKLB) Holds Firm

AST SpaceMobile (NASDAQ: ASTS) dropped 4% to $59.67 midday Wednesday as traders reacted to SpaceX winding down Falcon 9 East Coast Starlink launches. Rocket Lab (NASDAQ: RKLB) fell only 0.8% to $66.35, a routine session move that stands in sharp contrast to the ASTS selloff. The Procure Space ETF (NYSEARCA: UFO) slipped 0.7% to $44.26,…

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D-Wave Quantum (QBTS) Drops 8% After CFO Retirement Rattles Quantum Sector, Dragging Rigetti (RGTI) And IonQ (IONQ) Lower

D-Wave Quantum (NYSE: QBTS) stock tumbled 8% to $17.79 in midday trading Wednesday after the company disclosed its chief financial officer would retire next week. The departure of CFO John Markovich, effective September 2, caught investors off guard and sent shares of peer quantum computing companies lower in sympathy trading. IonQ (NYSE: IONQ) fell 3%…

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Boeing (BA) And RTX (RTX) Secure $766 Million In B-52 Contracts As Northrop Grumman (NOC) Wins Deep Space Radar Deal

The U.S. Air Force has awarded Boeing and RTX a combined $766 million in contracts tied to the ongoing B-52 modernization program. The contracts signal continued government investment in upgrading one of the military’s most enduring and strategically significant long-range bomber platforms. Boeing, trading under ticker BA, has long been a central contractor in the…

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Three Quantum Computing Pure-Plays Face A High-Stakes September As Backlogs Surge

Quantum computing remains the most speculative segment of the US public technology market, with September 2026 offering investors a timely moment to reassess the three dominant pure-play names. IonQ (NYSE: IONQ), Rigetti Computing (NASDAQ: RGTI), and D-Wave Quantum (NYSE: QBTS) all trade at steep multiples relative to revenue while posting substantial operating losses each quarter….

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Falcon 9 Wind-Down Opens Door For ASTS, RKLB, SPCX, And LUNR As Launch Market Tightens

SpaceX’s decision to wind down Falcon 9 commercial operations is reshaping the competitive landscape for space stocks heading into September 2026. AST SpaceMobile (ASTS), Rocket Lab (RKLB), SpaceX (SPCX), and Intuitive Machines (LUNR) are each positioned differently as Falcon 9 capacity shifts away from commercial payloads. LUNR has led the group in August with a…

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RTX Outpaces LHX With Stronger Earnings Growth, Stock Performance, And Momentum

Rising global defense budgets and demand for advanced military technologies continue to fuel growth across the aerospace and defense sector, lifting companies like RTX Corporation (RTX) and L3Harris Technologies (LHX). Both companies maintain solid defense portfolios and are well-positioned to capitalize on military modernization programs and escalating geopolitical tensions worldwide. RTX stands out with a…

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D-Wave Quantum (QBTS) CFO John Markovich Retires As Greg Golkov Steps In As Acting Replacement

D-Wave Quantum Inc. (NASDAQ: QBTS) announced Tuesday that Chief Financial Officer John Markovich is retiring and resigning from his position effective September 2, 2026. The Palo Alto-based company describes itself as the only dual-platform quantum computing company providing both annealing and gate-model systems, software, and services. Markovich spent five years at D-Wave, during which he…

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SpaceX (SPCX) Surges 3% As Orbital Data Center Timeline Moves To 2027, JPMorgan Maintains $240 Target

SpaceX (NASDAQ: SPCX) stock jumped 3% to $139.06 midday Tuesday, breaking sharply higher while the broader space sector sat largely unmoved. The Procure Space ETF (NASDAQ: UFO) gained just 0.1% to $44.71, well behind the single-name move SpaceX was driving across the sector on Tuesday. The Invesco QQQ Trust (NASDAQ: QQQ) rose 0.64% to $710.82,…

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