US Politics & Business News
Rocket Lab (NASDAQ: RKLB) and AST SpaceMobile (NASDAQ: ASTS) both reported Q2 2026 earnings on August 10, 2026, and both stocks have since taken a significant hit. The two companies share a “SpaceX disruptor” label, but their business models, revenue profiles, and risk levels are fundamentally different from one another. Rocket Lab posted $234.07 million…
D-Wave Quantum (QBTS) is posting shrinking revenue in 2026, yet one analyst argues the company’s top line will triple before the decade ends. The quantum computing specialist reported revenue of $5.9 million for the first half of 2026, a steep 67% decline compared to the same period last year. Despite that contraction, the bull case…
Kratos Defense and Security Solutions (KTOS) is deepening its footprint in U.S. Navy radar support through a newly disclosed contract award called Project Anaconda. The company received a single-award Phase 1 agreement with an initial projected ceiling of $175 million across multiple phases to develop organic sustainment capability for the Navy’s AN/SPY-1 radar systems. The…
Jabil Inc. (JBL) and AST SpaceMobile Inc. (ASTS) are both significant players in the communications-technology ecosystem, each with exposure to next-generation infrastructure. AST SpaceMobile is building what it calls the world’s first and only global cellular broadband network in space, accessible directly by standard 4G-LTE and 5G smartphones. The SpaceMobile service operates through a constellation…
Zacks Equity Research analysts are spotlighting five major technology stocks as the AI buildout and quantum computing race intensify heading through September 2026. The companies featured include D-Wave Quantum (QBTS), Rigetti Computing (RGTI), IBM (IBM), Alphabet (GOOGL), and Amazon (AMZN), each representing a different position along the AI and quantum investment spectrum. The AI infrastructure…
AST SpaceMobile (ASTS) has endured a bruising stretch in 2026, leaving investors to weigh whether the stock can mount any meaningful recovery in the near term. The satellite communications company is down roughly 23% on a year-to-date basis, a slide that has rattled confidence among retail and institutional holders alike. The selling has been even…
The U.S. Commerce Department is investing up to $300 million in minority equity stakes across three leading quantum computing companies, fundamentally reshaping the sector’s valuation outlook. D-Wave Quantum (QBTS), Rigetti Computing (RGTI), and Quantinuum are the three primary beneficiaries of the federal government’s landmark quantum computing investment commitment. The funding is designed to reinforce the…
Northrop Grumman (NOC) is aggressively expanding its footprint across Central and Eastern Europe as NATO allies pour money into air and missile defense, weapons, and surveillance systems. The company’s growing regional engagement positions it to capitalize directly on Europe’s push to strengthen defense capabilities and build local industrial capacity. Northrop Grumman recently announced new industrial…
Rocket Lab (NASDAQ: RKLB) shares have been under significant pressure recently, but analysts argue the selloff has created one of the more compelling setups in the new-space sector. A 24/7 Wall St. price target of $120.99, against a current price of $61.96, implies roughly 95.3% upside over the next 12 months, supporting a buy rating…
IonQ (NYSE: IONQ) chief executive Niccolo de Masi used his company’s investor day to deliver one of the boldest pitches in recent quantum computing history. De Masi claimed quantum machines are becoming more powerful without becoming proportionally more expensive, a statement that, if true, would fundamentally change the economics of the sector. He also warned…