Defense Stocks RTX (RTX) And Lockheed Martin (LMT) Buck Sector Decline As Missile Production Surges

Despite record defense spending and active combat operations, most major defense contractor stocks have struggled to hold ground in recent trading sessions. Shares of 10 major defense contractors tracked by Barron’s were down an average of 17% since fighting started in Iran, a notable decline given the current war footing. Only two companies in the…

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AST SpaceMobile (ASTS) And SpaceX (SPCX) Emerge As Bidders For $6B Low-Band Satellite Spectrum

Shares of AST SpaceMobile (ASTS) climbed 1% overnight late Thursday after reports surfaced that the company and SpaceX (SPCX) are eyeing a massive low-band spectrum portfolio. Grain Management has asked interested parties to submit preliminary offers by the first week of September for 800 MHz licenses it recently acquired from T-Mobile. Bloomberg reported, citing people…

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D-Wave Quantum (QBTS) Secures Second Production Telecom Deployment With NTT DOCOMO

D-Wave Quantum (NasdaqGS: QBTS) has announced that NTT DOCOMO deployed a second production quantum application powered by D-Wave technology to optimize mobile network efficiency. The new deployment marks a meaningful expansion of real-world quantum computing use within the telecommunications sector, moving the relationship with DOCOMO well beyond initial pilots and proofs of concept. The application…

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Morgan Stanley Upgrades Honeywell Aerospace (HONA) To Buy, Signaling The Selloff Has Run Its Course

Honeywell Aerospace (HONA) received a significant vote of confidence from Wall Street on Wednesday as Morgan Stanley upgraded the stock to Buy from Hold. Morgan Stanley analyst Kristine Liwag made the call, signaling that the aerospace company’s recent share price decline has created an attractive entry point for investors. HONA shares have been under notable…

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Trump’s 1,000-Launch Space Ambition Opens The Door For SPCX, RKLB, ASTS And LUNR

President Donald Trump has signed a National Security Presidential Memorandum targeting more than 1,000 U.S. launches and reentries annually by 2030. The directive aims to usher in what the administration calls a “Golden Age of Space Transportation,” with sweeping changes to how launches are permitted and managed. The policy calls for faster permitting and environmental…

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IonQ (IONQ) Lands NRO Space Contract, Signaling A Broader Defense And Quantum Strategy

IonQ (IONQ) announced in early August 2026 that its Space Division, formerly known as Capella, secured a contract with the U.S. National Reconnaissance Office. The contract supports the NRO’s Radar Commercial Augmentation program, which supplements government satellite capabilities with commercial radar imagery services. At first glance, the deal appears to be a satellite imaging award…

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RTX (RTX) Lands $22.9 Billion Tomahawk Deal To Boost Precision-Strike Output

Raytheon, a subsidiary of RTX Corporation (RTX), has secured a seven-year, $22.9 billion contract to accelerate Tomahawk cruise missile production for the U.S. Navy and allied forces. The contract was awarded on August 17, 2026, and establishes a long-term framework designed to significantly increase missile output while reinforcing Raytheon’s standing in the precision-strike market. Under…

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AST SpaceMobile (ASTS) Faces $15 Million Lawsuit Over Disputed Finder’s Fees

AST SpaceMobile (ASTS) is facing a legal challenge from Delclaux Partners, which has filed a lawsuit seeking more than $15 million in disputed contractual finder’s fees. The lawsuit centers on alleged unpaid compensation that Delclaux Partners claims is linked to financing arrangements it helped source for the satellite company. The case raises significant questions about…

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