William Blair Starts Coverage on Vertical Aerospace With Bullish View
William Blair begins coverage of Vertical Aerospace with an Outperform rating, highlighting its strong position in the growing urban air mobility market.
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Unmanned Supercycle Could Lift Drone Stocks in 2026
The unmanned drone market may enter a major growth phase in 2026. Needham highlights Unusual Machines as a top pick with strong upside potential.
QXO Secures $1.2 Billion Apollo Investment for Building Products Expansion
QXO lands $1.2B investment from Apollo Global Management to fund acquisitions in building products distribution, with convertible preferred stock deal extending through 2026.
Northland Names Serve Robotics a Top Pick for 2026
Northland highlights Serve Robotics as a top 2026 investment, citing breakthroughs in virtual driver tech and potential 150% upside.
William Blair Lowers QXO Estimates but Stays Positive on the Stock
William Blair cut QXO’s short-term EBITDA estimates after a weak roofing survey but kept an Outperform rating, encouraging investors to buy on dips ahead of future M&A.
FTAI Aviation Launches Power Division to Convert Aircraft Engines for AI Data Centers
FTAI Aviation converts aircraft engines into power turbines to supply electricity for AI data centers, starting production in 2026.