US Politics & Business News
Howmet Aerospace Inc. (HWM) is building serious momentum in 2026, powered by an exceptional performance in its commercial aerospace segment that shows no signs of slowing. Second quarter 2026 revenues from the commercial aerospace market surged 28% year over year, representing 53% of the company’s total revenues during the period. Rising air travel globally has…
AST SpaceMobile (ASTS) and Rocket Lab (RKLB) are aggressively mirroring SpaceX’s vertically integrated business model, but a prominent analyst says execution risks and stretched valuations loom large. Analyst Tim Farrar, president of TMF Associates, appeared on the Prof G Markets podcast to outline his concerns about both companies and their ambitious growth strategies. “Both Rocket…
U.S. stock futures held in a tight range early Thursday as investors pivoted their attention to fresh inflation and labor market data after July’s CPI report did little to shake Fed rate expectations. As of 4:00 a.m. ET, Nasdaq futures were flat with a negative bias, while S&P 500 and Dow futures were flat with…
GE Aerospace is posting record revenue, yet the company is simultaneously falling further behind on its orders as demand outpaces its industrial capacity. Spare parts delinquencies, which measure shipments delayed by material shortages, grew last quarter, signaling not weakness but a demand environment the company’s supply chain cannot fully satisfy. That overwhelming demand feeds directly…
Space stocks are trading in mixed fashion Thursday, with the sector showing a more nuanced picture than a simple broad selloff would suggest. SpaceX (NASDAQ: SPCX) is down 3.5% intraday, AST SpaceMobile (NASDAQ: ASTS) is off 3%, and Intuitive Machines (NASDAQ: LUNR) is down roughly 1.6% after opening deeply negative following its earnings release. Rocket…
The quantum computing industry continued its march toward commercialization in the second quarter of 2026, with enterprise adoption, government support and capital availability all strengthening across the sector. McKinsey’s April 2026 Quantum Technology Monitor identified accelerating commercialization trends, with more than 300 organizations worldwide now actively engaging with quantum computing technology. The McKinsey report also…
RTX Corporation (RTX) has delivered a staggering 190.9% total return over the past five years, nearly tripling in value and drawing intense scrutiny over whether further upside remains. Despite that remarkable run, current valuation analysis suggests the stock is trading at only a modest discount to its estimated intrinsic value, leaving little room for a…
AST SpaceMobile, Inc. (ASTS) delivered a disappointing second quarter in 2026, falling short of Wall Street expectations on both revenue and earnings per share. The company posted a non-GAAP net loss of 44 cents per share, considerably wider than the Zacks Consensus Estimate of a loss of 28 cents per share. Quarterly revenues of $31.5…
Infleqtion (INFQ) delivered a strong second-quarter revenue performance, even as losses continued to widen alongside accelerating demand for its quantum technologies. The company posted revenue of $12.6 million for the quarter, surpassing analyst projections and representing a 116% jump compared to the same period a year earlier. Milestone-based payments tied to a NASA project were…
RTX Corporation (RTX) is drawing strong backing from Wall Street analysts, but investors should look beyond headline ratings before making any decisions. RTX currently carries an average brokerage recommendation of 1.80 on a scale of 1 to 5, where 1 represents a Strong Buy and 5 represents a Strong Sell. That figure is based on…