
Ligeti orders boost quantum-related all together, space communications and defense also accelerate, theme market continues under government shutdown (2025.10.02)
Righetti wins $5.7M order for Novera quantum systems, spilling over into QBTS and ARQQ; ASTS plans to start D2C with AT&T and Verizon, leading to rapid growth in satellite communications; ONDS receives first order for expendable drones, revealing defense demand; USAR and PL also continue to receive cash inflows as themes continue. Individual theme-driven market continues even under the government shutdown.