Tech & AI News

Zacks Equity Research has spotlighted four technology stocks positioned at the heart of the escalating U.S.-China competition over advanced technology. NVIDIA (NVDA), Micron Technology (MU), D-Wave Quantum (QBTS), and Rigetti Computing (RGTI) each offer exposure to different layers of the emerging U.S.-led technology ecosystem. The broader contest spans artificial intelligence, quantum computing, semiconductors, critical minerals,…

RTX Corporation (NYSE: RTX) has secured a landmark $22.9 billion contract with the U.S. Navy to accelerate production of Tomahawk cruise missiles over seven years. The agreement establishes revenue visibility stretching well into the 2030s, anchoring the company’s defense portfolio with one of the largest single awards in recent memory. Under the contract terms, annual…

AST SpaceMobile (ASTS) is moving forward with a sweeping 400,000-square-foot facility at the Midland International Air and Spaceport to ramp up mass production of its BlueBird satellites. The proposed factory would be nearly five times larger than the 85,000-square-foot Midland plant AST SpaceMobile first announced back in 2018, signaling a dramatic acceleration in its manufacturing…

Quantum computing pure-plays remain among the market’s most polarizing and speculative bets, combining pre-profit financials with rich valuations tied to policy momentum. The White House issued quantum executive orders on June 22, 2026, designating computing, sensing, networking, and cybersecurity as national priorities, sparking fresh investor interest across the sector. All three stocks discussed here carry…

The global commercial aircraft inflight entertainment and connectivity system market was valued at USD 7.05 billion in 2025, with strong growth ahead. The market is forecast to climb from USD 7.60 billion in 2026 to USD 11.09 billion by 2031, representing a compound annual growth rate of 7.85% over the forecast period. Growth is being…

Elon Musk is pushing back on Wall Street’s already ambitious projections for the space economy, saying the sector will grow far beyond Goldman Sachs’ $1.8 trillion estimate. Musk made the remarks on X in response to a post about Goldman’s “Second Space Age” report, writing “It will be much bigger,” before adding, “Space is bigger…

Quantum computing stocks took a significant hit Tuesday as surging long-dated Treasury yields triggered a broad rotation away from speculative technology positions. IonQ (NYSE: IONQ) fell approximately 6% to around $44, D-Wave Quantum (NYSE: QBTS) dropped about 6.4% to near $20, and Rigetti Computing (NASDAQ: RGTI) slid roughly 5% to approximately $18 near the close….

Vertiv (VRT) and Quanta Services (PWR) are emerging as compelling alternatives to RTX (RTX) for investors looking to capitalize on the industrial sector’s strongest spending cycles. RTX has delivered impressive returns, climbing roughly 45% over the past year and trading just below its all-time high of $227, making it a richly priced bet at current…

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…

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…