Tech & AI News

Honeywell Aerospace (HONA) has positioned itself across multiple aerospace growth channels, spanning commercial aviation, defense, and space markets. The stock’s long-term investment case depends on whether strong secular trends can consistently translate into stable revenues and margin resilience over time. According to the International Air Transport Association, global air passenger demand is expected to grow…

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…

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…

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…

Space stocks are suffering a punishing July selloff, with Rocket Lab (RKLB), AST SpaceMobile (ASTS), and the SPCX ETF each tumbling more than 30% this month. RKLB has dropped approximately 34% in July, putting it on pace for its worst monthly performance since November 2025, a sharp reversal from a historic two-year run. ASTS has…

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…

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…

Shares of AST SpaceMobile (NASDAQ: ASTS) dropped sharply Thursday after the satellite communications company priced a fresh $1 billion convertible senior notes offering. The stock fell 13% to $57.63 in early trading, extending an overnight slide that began when details of the deal emerged late Wednesday. AST SpaceMobile priced $1 billion of 1.625% convertible senior…

After a more than sevenfold gain over the past three years, D-Wave Quantum (QBTS) is now under scrutiny as investors weigh whether the current price reflects too much optimism. Shares recently sat at US$18.27, a level that has drawn fresh attention following a sharp pullback that has raised questions about how much growth is already…

Raytheon parent RTX is drawing renewed investor attention after a landmark UK Ministry of Defence contract award and meaningful progress on AI-driven aerospace maintenance capabilities. In July 2026, Omnia Training announced a £2.00 billion, 15-year contract with the UK Ministry of Defence focused on the British Army’s digitally enabled collective training program. Raytheon UK is…