Wedbush Sees 43% Upside in Voyager Technologies as Defense and Space Plays Converge
Defense contracts and Starlab optionality highlighted.
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SpaceX Positioned as Next-Gen Hyperscaler: Wedbush Launches Coverage at $190
Strong Starlink growth and AI infrastructure push valuation to $2.48 trillion.
NASA Awards Nearly $600 Million in Lunar Lander Contracts to Three Companies
NASA has awarded nearly $600 million to Astrobotic, Firefly Aerospace, and Intuitive Machines for new uncrewed lunar landers in 2028 under the CLPS program to support the Artemis Moon Base.
Nike Beats Q4 Estimates But Shares Slide on Cautious Outlook and China Weakness
Nike beat earnings and revenue but outlook was weak; stock fell as China and direct sales declined despite tariff boost.
Brookfield Boosts Bloom Energy Partnership to $25 Billion for AI Power Infrastructure
Brookfield expands its financing commitment with Bloom Energy from $5B to $25B to accelerate clean fuel cell power solutions for AI data centers and hyperscalers.
Jana Partners Builds Activist Stake in AI Data Powerhouse Everpure
The hedge fund’s intentions remain undisclosed for now.