US Politics & Business News
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…
Both D-Wave Quantum (QBTS) and Rigetti Computing (RGTI) have secured up to $100 million each through the CHIPS and Science Act, marking a significant federal endorsement of quantum computing. The funding deals give the Department of Commerce a minority ownership position in each company, without granting the government any operational control over either firm. For…
GE Aerospace (GE) is seeing sustained strength in its Defense and Propulsion Technologies segment, with revenues climbing 16% year over year to $3.4 billion in the second quarter of 2026. Within the segment, Defense and Systems business revenues rose 11.7% to $2.2 billion, while Propulsion and Additive Technologies revenues surged 23.4% to $1.2 billion. That…
American Tower Corporation (AMT) is pointing to a cluster of converging trends that its leadership believes will sustain demand for wireless infrastructure well into the next decade. Speaking at the Goldman Sachs Communacopia + Technology Conference, President and Chief Executive Officer Steven Vondran identified four key catalysts driving the business: densification, 6G, spectrum availability, and…
AeroVironment (NASDAQ: AVAV) is positioning itself for a full stock value restoration, driven by surging defense demand and a record-breaking funded backlog. The defense drone maker reported Q1 fiscal year 2027 revenue of $480.5 million, representing roughly 6% growth and setting a new company record for the period. That top-line result outpaced the consensus estimate…
AST SpaceMobile is seeking an extension from the Federal Communications Commission for its 800 MHz satellite testing window, currently set at 30 days. The company, traded on Nasdaq under the ticker ASTS, has been working to expand its satellite broadband network across low Earth orbit. The 800 MHz band is considered a critical frequency range…
BigBear.ai and D-Wave Quantum represent two of the most closely watched names in the technology investment landscape heading into 2026. Both companies operate in high-growth sectors, but their financial profiles and risk exposures differ in ways that matter significantly to investors. BigBear.ai (BBAI) has built a notable foundation through its established relationships with government clients,…