Tech & AI News

TTRF Capital Ltd has initiated a new stake in IREN Limited (IREN), according to a July 6, 2026 SEC filing disclosing the firm’s latest portfolio moves. The investment firm acquired 66,817 shares of the data center and Bitcoin mining company during the quarter, representing a 2.0% allocation of its reportable equity assets. The net position…

TTRF Capital has initiated a new position in Nebius Group (NASDAQ: NBIS), an AI infrastructure provider, making it the fund’s single largest holding. The stock has quadrupled over the past year, reflecting surging investor appetite for companies building the physical backbone of artificial intelligence computing. Nebius Group N.V. is a technology company focused on building…

Investors are piling into defense stocks as rising military budgets, depleted weapons stockpiles, and AI battlefield technology create a powerful tailwind for the sector. The momentum pushed the iShares U.S. Aerospace and Defense ETF (ITA) to its first intraday record high in four months on Monday, lifted by gains across GE Aerospace (GE), Boeing (BA),…

D-Wave Quantum Inc. (NYSE: QBTS) has been named a Leader in the IDC MarketScape: Worldwide Quantum Computing 2026 Vendor Assessment, one of only two companies to receive that distinction. The IDC MarketScape evaluated quantum computing vendors based on their current capabilities and future strategies across the global market. D-Wave describes itself as the only dual-platform…

AAR Corp. (AIR) has emerged as one of the standout performers in the Aerospace sector, posting remarkable gains that far exceed the broader group’s average returns in 2026. The stock has surged approximately 69.2% on a year-to-date basis, compared to the Aerospace sector’s average return of just 8.5% over the same period. AAR is one…

RTX Corporation (RTX) has delivered a standout performance over the past year, with its stock surging 36.6% and leaving much of the aerospace and defense sector behind. That gain dwarfs the Zacks Aerospace-Defense industry’s growth of 6.6% and the broader Zacks Aerospace sector’s 11% return over the same period. RTX also outpaced the S&P 500,…

AST SpaceMobile (ASTS) shares slipped more than 1% overnight on Monday despite the company announcing that its BlueBird 11 satellite is en route to Cape Canaveral for an August launch. The overnight dip followed a 5% drop during Monday’s regular session, as ASTS joined a broader pullback across space stocks after the sector gave back…

AST SpaceMobile, Inc. (ASTS) closed the most recent trading session at $80.64, a decline of 5.27% from the prior day’s closing price. The drop stood in stark contrast to broader market performance, with the S&P 500 posting a daily gain of 0.72% on the same day. The Dow Jones Industrial Average also moved higher, rising…

The U.S. Army has selected REalloys (NASDAQ: ALOY) to build and operate the first commercial critical mineral processing facility ever established on a U.S. military installation. REalloys plans to construct a heavy rare earth processing complex at the Tooele Army Depot in Utah, targeting the refinement of dysprosium and terbium for use in defense-grade permanent…

Shares of leading space stocks are pulling back sharply on Monday, with the sector’s top performers giving up a significant portion of last week’s outsized gains. Rocket Lab (NASDAQ: RKLB) is leading the decline, falling 7% to $93.28 as traders move to lock in profits after a blistering stretch of momentum-driven buying. AST SpaceMobile (NASDAQ:…