Tech & AI News

Motorola Solutions (MSI) is expanding its public-safety portfolio through a $1.5 billion acquisition of counter-drone technology firm D-Fend Solutions. The deal gives MSI direct access to cutting-edge counter-unmanned aerial systems technology, opening new revenue streams in the fast-growing airspace security market. D-Fend specializes in detecting and neutralizing unauthorized drones, a capability that sets it apart…

RTX (RTX) has reported a record-high backlog of $289 billion, a figure that underscores the company’s dominant position across both commercial aerospace and defense markets. The backlog grew 22% year over year and 6% sequentially, reflecting surging demand that continues to outpace the company’s already substantial sales volumes. Of the $289 billion total, roughly $170…

D-Wave Quantum (NASDAQ: QBTS) shares climbed 2% on Friday after BMO Capital Markets initiated coverage with a bullish rating and a significant price target. BMO Capital assigned an Outperform rating to QBTS alongside a $35 price target, implying approximately 85% upside from the stock’s latest closing price. BMO analyst Harsh Kumar identified D-Wave as relatively…

Kratos Defense & Security Solutions (KTOS) appears to be crossing a meaningful threshold in its development, moving from defense technology developer toward a full-scale production platform. The company’s consolidated backlog climbed to $2.08 billion, while second-quarter bookings reached $492.2 million, signaling robust and sustained demand from defense customers. Over the trailing 12-month period, total bookings…

AST SpaceMobile (ASTS) and Boeing (BA) both operate in aerospace, but the similarities between these two companies largely end there. AST SpaceMobile is building a first-of-its-kind satellite network designed to deliver cellular broadband directly to unmodified smartphones anywhere on Earth. The company represents a new breed of space-based connectivity infrastructure, targeting a global market of…

D-Wave Quantum (QBTS) shares surged 7.2% through 12:15 p.m. ET Friday after BMO Capital initiated coverage of the quantum computing company with a bullish rating. BMO Capital analyst Harsh Kumar assigned D-Wave an outperform rating, arguing the stock could climb from $20 to $35 within a year. Kumar described D-Wave as “a revolutionary quantum computing…

Rocket Lab Corporation (NASDAQ: RKLB) has secured a $266 million contract from the U.S. Space Force to provide around a dozen suborbital launches, with an option for more. This marks the largest launch contract award in the company’s history, with the first launch expected to take place by the end of 2026. The deal adds…

AST SpaceMobile (ASTS) has received a 30-day authorization from the Federal Communications Commission to test satellite connectivity using the 800 MHz spectrum band. The approval represents a meaningful regulatory milestone for the company as it continues building out its space-based cellular broadband network. The 800 MHz band is particularly significant because it offers strong signal…

Boeing (BA) posted its strongest quarterly delivery numbers since 2018 in the second quarter of 2026, yet the stock has still lost ground over the past year. The company delivered 171 airplanes in Q2 2026, a milestone that looks impressive until investors examine how little cash those deliveries actually produced. Boeing generated just $631 million…

Despite a roughly 15x gain over three years, D-Wave Quantum (QBTS) still registers as expensive rather than a bargain on standard valuation measures. The stock has delivered approximately 26.9% returns over the last year alone, adding further pressure on investors to assess whether current prices reflect too much optimism. On Simply Wall St’s broader checks,…