# AI, quantum and defense fuel the next growth wave 8/6/26

Page: https://stenobird.com/podcast/morning-call-1336247/ai-quantum-and-defense-fuel-the-next-growth-wave-8-6-26
Text version: https://stenobird.com/podcast/morning-call-1336247/ai-quantum-and-defense-fuel-the-next-growth-wave-8-6-26.md
Podcast: [Morning Call](https://stenobird.com/podcast/morning-call-1336247)
Published: 2026-08-06T10:58:01+00:00
Episode link: https://www.cnbc.com
Audio file: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/04f0d741-80e7-4bb4-9be4-a4fcc61db758/episodes/2c409750-af30-4caf-a9a5-571f0b9dacec/audio/128/default.mp3?aid=rss_feed&awCollectionId=04f0d741-80e7-4bb4-9be4-a4fcc61db758&awEpisodeId=2c409750-af30-4caf-a9a5-571f0b9dacec&feed=Bt3ITxGl
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JSON: https://stenobird.com/v1/public/podcasts/morning-call-1336247/episodes/ai-quantum-and-defense-fuel-the-next-growth-wave-8-6-26
Duration seconds: 2456

## Resource

AI, quantum computing and advanced manufacturing continue driving investment as companies expand capacity, boost productivity and accelerate innovation. Plus, SpaceX's growing ecosystem and resilient insider confidence highlight long term opportunities across the space economy. Later, market volatility, earnings expectations and policy uncertainty keep investors focused on risks while AI adoption and infrastructure spending remain powerful long term themes.

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## Transcript

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