Tech & AI News

RTX Corporation (NYSE: RTX) is gaining significant momentum as rising geopolitical tensions push governments around the world to expand their defense budgets rapidly. The company’s stock has climbed roughly 9% year-to-date, reflecting growing investor confidence in RTX’s expanding defense backlog and long-term demand outlook. On September 1, the U.S. Department of War awarded RTX’s Raytheon…

Berenberg launched bullish coverage of three major space sector stocks, pointing to falling launch costs and surging defense budgets as key catalysts for sector growth. Analyst Michael Filatov initiated coverage of AST SpaceMobile (NASDAQ: ASTS), Rocket Lab (NASDAQ: RKLB), and Planet Labs (NYSE: PL), all with Buy ratings, citing a rapidly expanding investable universe in…

Despite an extraordinary three-year run, D-Wave Quantum (QBTS) continues to trade at a significant premium relative to traditional valuation benchmarks. The stock has returned roughly 17 times its value over the past three years, placing intense scrutiny on how much future growth is already baked into the current price. With a value score of just…

General Dynamics (GD) is positioned to capitalize on surging U.S. investment in naval modernization and nuclear deterrence programs through its specialized defense capabilities. The company’s Mission Systems business provides critical fire-control and engineering capabilities that directly support the Navy’s strategic submarine and weapons programs. General Dynamics Mission Systems recently received a $194.1 million contract modification…

A major analyst initiation from Berenberg sent two underperforming space stocks sharply higher in Wednesday morning trading, spotlighting a deepening fault line in sector valuations. AST SpaceMobile (NASDAQ: ASTS) surged 11% to $62.36, marking its sharpest single-session gain in weeks, while Planet Labs (NYSE: PL) climbed 5% to $20.14 on the same initiation coverage. Berenberg…

Long-time Chief Financial Officer John Markovich retired from D-Wave Quantum Inc. on September 2, 2026, marking a notable leadership shift at the quantum computing company. Senior vice president of finance Greg Golkov has stepped in as acting CFO and principal financial and accounting officer, effective immediately following Markovich’s departure. D-Wave emphasized that Markovich’s exit did…

TransDigm Group (TDG) is aggressively pursuing strategic acquisitions to broaden its proprietary aerospace portfolio and deepen its aftermarket capabilities across key segments. The company’s acquisition strategy centers on businesses offering highly engineered products, strong aftermarket potential, and attractive long-term financial returns for shareholders. In April 2026, TransDigm acquired Jet Parts Engineering and Victor Sierra Aviation…

Both companies are racing to blanket the globe with satellite connectivity, but their strategies and valuations tell very different stories for investors weighing their options. AST SpaceMobile (ASTS) is building a proprietary satellite constellation designed to connect directly to standard smartphones without requiring any hardware modifications from users. That direct-to-device approach sets AST apart from…

D-Wave Quantum Inc. (QBTS) is demonstrating meaningful commercial momentum even as second-quarter 2026 revenues held essentially flat at $3.1 million. The share of revenue from commercial customers climbed significantly, representing 62.4% of second-quarter revenues compared to just 45.1% in the same period a year earlier. QCaaS subscription revenues posted strong growth, rising 50% to $1.9…

Redwire Corporation (RDW) has surged 14.3% over the past six months, sharply outperforming the Zacks Aerospace-Defense industry, which fell 15.1% in the same period. The company’s gains stand in contrast to peers Huntington Ingalls Industries (HII) and RTX Corporation (RTX), which posted notably weaker results over the same stretch. HII tumbled 31% over the past…