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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Quantum Stocks QUBT, QNT, IONQ, QBTS Face Commercial Reality Check As Macro Pressure Mounts

Quantum computing stocks are entering a more demanding phase in the second half of 2026, with investors shifting focus from qubit milestones to revenue visibility and commercialization. After a powerful rally earlier in the year, the macro backdrop has become less favorable for high-risk growth stocks across the quantum computing sector. The Federal Reserve held…

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Two Defense And Cybersecurity Stocks Analysts Flag As Buys While One Profitable Name Fails To Impress

TransDigm Group (TDG) and RTX Corp (RTX) are drawing investor attention as two profitable companies that analysts believe strike a meaningful balance between growth and margin expansion. Meanwhile, Qualys (QLYS), a cloud-based cybersecurity platform, is being flagged as a stock best left off watchlists despite its strong operating margins. As Jeff Bezos once warned, “Your…

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