US Politics & Business News
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…
Workday (WDAY) shares exploded 25% higher Thursday after Reuters reported that private equity firm Silver Lake is in talks to acquire the company. Trading in the stock was halted three times due to circuit breakers as volatility surged on the breaking news out of financial markets. Silver Lake and the human-resources and financial management software…
U.S. stocks have resumed their pattern of jumping from record high to record high after a brief pause in June and July of this year. Investors are going all in on a FOMO-driven rally, pushing Wall Street’s widely watched “fear gauge” to its lowest level since January. Demand for put options, which allow investors to…
SanDisk shares rocketed 13.7% on Thursday, pushing the stock’s four-session gain to an extraordinary 25.8% as investor enthusiasm intensifies. The memory-chip company has now surged 541% so far this year, making it one of the most dramatic stock stories in the technology sector in 2026. The rally is spreading across the memory and storage industry,…
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…
Salesforce (NYSE: CRM) shares climbed 1.90% intraday after J.P. Morgan initiated coverage with a bullish rating and a new price target. Analyst Samik Chatterjee assigned CRM an Overweight rating and established a December 2027 price target of $250, moving the stock from Not Rated. Chatterjee argued that concerns about AI disrupting enterprise software and intensifying…