US Politics & Business News
D-Wave Quantum Inc. (NASDAQ: QBTS) has finalized a definitive agreement with the U.S. Department of Commerce, securing access to up to $100 million in federal funding. The agreement is rooted in the U.S. CHIPS and Science Act, a landmark piece of legislation designed to strengthen domestic technology manufacturing and research capabilities. The deal formalizes a…
AST SpaceMobile, Inc. (ASTS) is steadily broadening its mobile network operator ecosystem while moving closer to commercializing its space-based cellular broadband service. The company now holds partnerships with more than 60 MNOs globally, collectively representing more than 3 billion subscribers across multiple regions. Rather than competing directly with existing telecom operators, ASTS has built a…
Quantum Computing Inc. (QUBT), also known as QCi, is navigating increasingly difficult conditions in the competitive quantum-computing market amid growing investor scrutiny. Investors are placing greater emphasis on revenue visibility, cash requirements and commercialization milestones over qubit achievements and government contract wins. QUBT stock has shed 28% over the past month, significantly underperforming the broader…
Industrials companies form the backbone of the American economy, yet the sector has broadly underperformed the broader market over the past six months. The industry’s 5% return lagged the S&P 500 by 8.3 percentage points, a gap that reflects ongoing pressure from volatile macroeconomic conditions affecting capital spending. Interest rates and shifting demand cycles continue…
SpaceX CFO Bret Johnsen laid out an ambitious growth strategy spanning reusable rockets, satellite connectivity, and artificial intelligence infrastructure at a major industry conference. Speaking at the Goldman Sachs Communacopia + Technology Conference, Johnsen revealed the company has signed an AI compute hosting agreement valued at $1.11 billion per month, with revenue recognition beginning December…
T-Mobile US (NASDAQ: TMUS) is pushing ahead with an ambitious growth strategy spanning wireless, broadband, business services, and emerging technology adjacencies, according to company executives. The wireless giant says it sees no reason to alter its core strategy despite mounting competitive pressure from satellite internet providers entering the broader connectivity market. Industry convergence offerings, which…
T-Mobile US (NASDAQ: TMUS) CEO and President Srini Gopalan presented the carrier’s long-term growth strategy at the Goldman Sachs Communacopia + Technology Conference on September 10, 2026. Gopalan outlined a steady message for investors: growth remains the company’s primary goal, but must be supported by network strength, customer value, and company culture. The conference presentation…
Hyperscalers are no longer treating artificial intelligence infrastructure as a speculative future bet, committing hundreds of billions of dollars to meet surging demand. Alphabet (GOOGL) has raised its 2026 capital spending guidance to between $195 billion and $205 billion, with AI infrastructure driving a significant portion of that investment. Google Cloud revenues jumped 82% year…
Leidos Holdings (LDOS) is cementing its role in advanced defense technologies as the U.S. military speeds up hypersonic weapons development and production. The company has secured contracts across multiple hypersonic programs, underscoring its growing strategic importance in one of defense’s most competitive and high-priority segments. Leidos is actively supporting both the Thermal Protection Shield (TPS)…
American Tower (NYSE: AMT) is bracing for a slower growth period this year before an anticipated acceleration begins to take hold in 2027. CFO Rod Smith told a Citi event hosted by analyst Mike Rollins that 2026 represents a trough year for organic tenant billings growth as customer churn moderates. Smith said U.S. carriers have…