Tech & AI News

Boeing (BA) shares have fallen 15.4% over the past twelve months, significantly underperforming the S&P 500, which returned 17.0% over the same period. The shortfall is not a demand problem, as Boeing carries a backlog of more than 6,200 undelivered airplanes representing a record $597 billion in commercial orders. The real obstacle lies inside Boeing’s…

AST SpaceMobile (ASTS) presents one of the more difficult valuation challenges in the market today, with a $15.3 billion market cap and no commercial revenue to speak of. The company, which develops low Earth orbit satellites under its BlueBird brand, trades at roughly 90.5 times its expected 2026 revenue, a figure that would alarm most…

IonQ (IONQ) carries one figure above all others that investors should monitor closely: the backlog of signed contracts the company has yet to fulfill. While many market participants still treat quantum computing as a distant scientific pursuit, actual customers are signing real contracts with IonQ, signaling early commercial momentum. Despite that progress, IONQ stock has…

GE Aerospace (GE) shares have dropped 15% over the past three months, underperforming the S&P 500, which gained 3.2% during the same period. The broader industry fell 14.9%, with peers RTX Corporation (RTX) and L3Harris Technologies (LHX) declining 6% and 18.6%, respectively, over the same timeframe. GE closed most recently at $305.62, sitting below its…

Berenberg analyst Michael Filatov is making the case that SpaceX’s (SPCX) growing mobile ambitions could unexpectedly strengthen AST SpaceMobile’s (ASTS) position in the market. Filatov maintained a ‘Buy’ rating on ASTS following Grain Management’s agreement to sell its nationwide spectrum portfolio to SpaceX, subject to Federal Communications Commission approval. The deal involves up to 14…

Quantum computing may represent one of the most transformative technology shifts of the century, but that promise has not yet translated into investment confidence. McKinsey forecasts the quantum technology market could grow to be worth as much as $100 billion by 2035, making it a sector that investors simply cannot ignore. IonQ (IONQ), Rigetti Computing…

Major defense contractors locked in multibillion-dollar missile agreements this week, reflecting intensified U.S. efforts to rebuild weapons stockpiles strained by ongoing conflict in the Middle East. Boeing (BA) received a seven-year contract worth approximately $14.7 billion from Lockheed Martin (LMT) to increase production of seekers for PAC-3 Missile Segment Enhancement interceptors. These guidance components allow…

AST SpaceMobile (ASTS) closed at $50.97 on October 9, 2026, sliding 10.48% as investors reacted sharply to a competitive spectrum move by SpaceX. Trading volume surged to 53.8 million shares, roughly 318% above the stock’s three-month average of 12.9 million shares, signaling intense investor anxiety around the development. SpaceX announced plans to acquire up to…

AI infrastructure spending and growing commercial interest in quantum computing are creating significant opportunities for investors as third-quarter earnings season gets underway. AI companies continue to benefit from heavy spending on data-center and computing infrastructure, while quantum computing gained further commercial traction and government support during Q3. The two sectors remain worth watching even as…

AST SpaceMobile (ASTS) presents investors with a striking valuation paradox, trading at 147.7 times sales while shares remain 57.2% below their 52-week high. The company has posted a net loss of approximately $0.6 billion over the last twelve months, yet buyers continue to price in enormous future potential. For comparison, the S&P 500 trades at…