Space Stocks (SPCX, RKLB, ASTS, PL, LUNR) Slide As AI Hardware Selloff And Rising Yields Pressure Growth Names

Space stocks are retreating sharply Tuesday afternoon, dragged lower by a broad rotation out of AI hardware and rising long-duration Treasury yields. SpaceX (NASDAQ: SPCX) is down 2% to $143, while Rocket Lab (NASDAQ: RKLB) has fallen 3% to $80 in the final trading hour. AST SpaceMobile (NASDAQ: ASTS) leads the group lower, declining roughly…

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Four Stocks At The Center Of The U.S.-China Tech Race: NVDA, MU, QBTS, RGTI

The U.S.-China technology race is intensifying into a sweeping contest over artificial intelligence, quantum computing, semiconductors, critical minerals, and strategic supply chains. Washington is preparing to urge countries participating in U.S.-led AI cooperation to choose between competing American and Chinese technology ecosystems, according to a Reuters report from August 14. The effort builds on Pax…

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RTX, Axos Financial, And Old Second Bancorp Deliver Market-Beating Returns With Durable Competitive Edges

These three stocks have outpaced the broader market over the past five years by combining strong revenue growth, expanding margins, and rising returns on capital. The best-performing stocks typically sustain a trifecta of robust sales growth, increasing margins, and rising returns on capital over many years. Raytheon (NYSE: RTX) has delivered a five-year return of…

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D-Wave (QBTS) Powers NTT DOCOMO’s Second Production Quantum App, Cutting Network Signals By 65%

D-Wave Quantum Inc. (NASDAQ: QBTS) and NTT DOCOMO have deployed a second quantum computing application in production, delivering major improvements to mobile network operations in Japan. The new application reduces location registration signals generated when devices cross tracking area list boundaries by 65.3% at the daily peak, while also cutting paging signals by 7.0%. NTT…

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Boeing (BA) Stock Trades At A Steep Premium Despite Negative Operating Margins And Lagging Returns

Boeing (BA) stock carries the richest valuation multiple among its aerospace and defense peers, even as its profitability and twelve-month returns disappoint investors. The company posted revenue growth of 25% over the last twelve months, outpacing every major competitor in its peer group by a wide margin. Despite that top-line momentum, Boeing’s stock delivered a…

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Power Metals (PWRMF) Pushes North America’s Only Cesium Project Toward 2027 Production

Power Metals is advancing what it describes as North America’s only cesium project at a pivotal moment for Western critical mineral supply chains. The United States currently imports 100% of its required cesium, a rare mineral used in atomic clocks, GPS systems, aerospace solar technology, advanced communications networks, and high-tech defense equipment. That total import…

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Raytheon (RTX) Lands $22.9 Billion Seven-Year Deal To Surge Tomahawk Cruise Missile Production

RTX (NYSE: RTX) subsidiary Raytheon has secured a $22.9 billion, seven-year contract to dramatically accelerate production of Tomahawk cruise missiles for the U.S. Navy. The contract was awarded as part of the Department of War’s Arsenal of Freedom initiative, which has already produced landmark agreements with defense suppliers. Under the terms of the deal, Raytheon…

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AST SpaceMobile (ASTS) Reports Strong Revenue Growth But Misses Q2 2026 Analyst Targets

AST SpaceMobile (ASTS) reported second-quarter 2026 revenue of $31.52 million, doubling sequentially from approximately $15.8 million recorded in the first quarter. Despite the strong sequential growth, the company fell short of analyst expectations, missing the $35.18 million consensus forecast by $3.66 million, a shortfall of approximately 10.4%. Management attributed Q2 revenue performance to commercial gateway…

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ASTS Stock Recovers As FCC Keeps Ligado’s 96-Satellite L-Band Spectrum Plan Under Review

Shares of AST SpaceMobile (ASTS) snapped a two-day losing streak on Monday, gaining 0.2% after declining more than 4% across the prior two sessions. The modest rebound came as the Federal Communications Commission continued its review of Ligado Networks’ application to operate L-band broadband payloads aboard 96 satellites in AST’s constellation. Ligado filed the request…

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