Bitdeer Gets “Thesis-Changing” Upgrade After $4.7B Norway AI Colocation Deal
Cantor Fitzgerald upgrades Bitdeer to Overweight on its first major AI colocation deal worth up to $8B.
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#Event-Driven Stocks↓
Rocket Lab Wins $397 Million Contract to Build Flatellites for Space Force Tracking Program
Rocket Lab will build and launch advanced Flatellites on Neutron for the Space Force’s SB-AMTI system, delivering persistent space-based aircraft tracking.
Aehr Test Systems Wins Another Major Silicon Photonics Order for AI Data Centers
Aehr Test Systems receives a follow-on order for its automated FOX-XP wafer-level burn-in system from its lead silicon photonics customer for AI data centers.
Intuitive Machines Selected by L3Harris to Build 18 Spacecraft for SDA Missile Defense
Intuitive Machines will design, build & deliver 18 IM 300 spacecraft platforms for L3Harris’ SDA Accelerated Missile Defense Tranche 3 (AMDT3) supporting Golden Dome.
SHAZ Signs $373m AI Cloud Agreement, Contracts 120MW of Capacity
Sharon AI signs a US$373 million five-year AI cloud agreement with a global platform, contracting 120MW capacity and 2,048 NVIDIA Blackwell GPUs.
Bending Spoons Buys Airtable for $1.285 Billion Just Weeks After Going Public
Equity value reaches ~$2.25B with cash.