Redwire $RDW won a prime contract from Belgian Defence to build MATTEO, Belgium’s first national security satellite.

Partnering with Aerospacelab, Redwire will develop the in orbit demonstrator to secure the nation's space based defense assets.

$MU $SNDK $WDC $STX | Micron completed its $1.8B acquisition of PSMC’s Tongluo P5 site in Taiwan.

Cleanroom retrofits begin this month to boost HBM production for AI demand, with a second 270,000 square feet fab scheduled to start construction by the end of fiscal 2026.

$INFQ: Delivers the UK’s Only Operational 100-Qubit Quantum Computing System

Infleqtion has delivered the UK’s only operational 100-physical-qubit quantum computing system at the National Quantum Computing Centre (NQCC) with its Sqale platform, achieving a milestone the NQCC identified as a critical objective for the UK’s quantum strategy.

Achieved in December 2025, the milestone creates foundational infrastructure that will enable researchers and industry to begin working with large-scale quantum systems.

"Infleqtion’s progress is a significant milestone, helping move the UK beyond research toward real-world uses," said Lord Vallance, Minister of State for Science, Research and Innovation.

$EOSE $BE $VST $LEU $NNE | Samsung SDI has secured a 1.5 trillion won ($1.1B) deal to supply ESS batteries to a major U.S. energy firm through 2029.

Produced in Indiana, the units will include both NCA and LFP chemistries to power AI data centers and renewable grids.

Jefferies initiates Abivax $ABVX with a Buy rating and $160 price target.

Analysts view the Q2 2026 Phase 3 maintenance readout for obefazimod as "derisked," with additional long term upside from its anti fibrotic Crohn’s disease program and M&A potential.

$ABVX/USD H2 #Indicator #Signal #Trading #GlobalOneAI

$NBIS $META $NVDA | Compass Point reiterates Buy on Nebius with a $150 price target following its $27B deal with Meta.

Analysts highlight boosted revenue visibility and strategic validation from the Nvidia’s Vera Rubin deployment, securing long term growth through 2031.

Alibaba $BABA is consolidating its AI assets into "Token Hub," a new unit led by CEO Eddie Wu to accelerate monetization.

The group unifies Qwen, DingTalk, and Quark, with plans to launch a new "agentic AI" enterprise platform this week.

$BABA/USD H2 #Indicator #Signal #Trading #GlobalOneAI

$MP $UUUU $OKLO $LEU $UAMY $BWXT | Secretary Doug Burgum announced $57B in deals between U.S. firms and Asian partners at the Tokyo Energy Forum.

"They see the U.S. as the number one oil producer, number one gas producer, and number one LNG exporter."

Companies around the world are racing to build more efficient AI models, but the hardware is reaching its limit. One possible breakthrough could come from biology, as scientists try to merge human brain neurons with semiconductors.

$80 million from the Pentagon has gone to owners of a mine in Idaho to extract a mineral critical for the US military. But questions are being asked whether that is the only treasure under the ground

In case you missed it

Agent Computers Are Coming 🤯!

AMD says the next evolution of PCs won’t be apps. It will be AI agents running your computer for you.

AMD describes “Agent Computers” as AI-native PCs designed to run autonomous AI agents continuously, rather than waiting for users to manually operate software.

Rather than opening apps and completing every step yourself, you simply assign a goal to an AI agent, and it handles the process.

These agents could operate continuously in the background, performing tasks such as:

> Managing email and schedules
> Searching and organizing information
> Coordinating workflows across apps
> Running research or data analysis

This shift is enabled by AI hardware like AMD Ryzen AI processors, which combine CPU, GPU, and NPU to run AI models locally with ~50–60 TOPS of AI compute 👀

Basically, Computers soon stop being tools we operate and start becoming systems that work on our behalf lol..

$SIVE - NEXT $LITE 🔥

Sivers Semiconductors is ridiculously undervalued at ~$130M market cap with massive AI photonics tailwinds ahead.

High-power CW-DFB lasers powering Co-Packaged Optics (CPO) for hyperscalers, fresh LiDAR ramp starting Q4 2026 ($53–138M cumulative potential), killer partnerships with $POET & Ayar Labs, plus SATCOM wins, this tiny player is positioned for explosive revenue inflection in 2026/27.

Hyper-bull case? 📈

10x+ easy by 2030 as CPO adoption explodes.

$SIVE/USD H2 #Indicator #Signal #Trading #GlobalOneAI

Lasers can destroy some drones in a second or less, depending on the range, says John Garrity, who leads $AVAV AeroVironment’s laser anti-drone program.

Monday, Mar 16 2026, 12:00 UTC time

Latest Important Headlines

🟢 📋 US – Markets & Policy
✅ Dollar dips on Mideast tensions; US 10‑year yield slips as safe‑haven flows and oil volatility reshuffle rates expectations. Fed audio leak fuels headlines on inflation dynamics and policy sensitivity.

🔵 ✅ China – Trade Talks & Growth
📌 US and China held “remarkably stable” Paris talks on farm goods and managed trade—signal for reduced trade friction. Strong China data lifts commodity demand but clashes with global oil‑driven inflation fears.

🟡 🔖 Japan – Markets
📋 Japanese shares struggle amid Mideast worries; Yen strengthens on intervention fears while benchmark JGB yields hit a one‑month high as inflation concerns rise.

🟣 📌 New Zealand – Data & FX
✅ Composite & Services PMIs slip to 3‑month lows; credit card spending rebounds. RBNZ risks: govt warns inflation could reach 3.7% if Iran war persists. NZD attempting rebound amid risk swings.

🟠 🔖 Australia – Rates & Markets
📋 Aussie dollar rebounds on renewed rate‑hike bets; Australia 10‑year yield hovers near 2011 highs. RBA urged to stop equivocation as inflation risks mount.

🔴 ✅ United Kingdom – Economy & Bonds
📌 Pound eyeing recovery above $1.32; UK gilt yields remain elevated on rate‑hike expectations. Govt may consider support measures to prop up housing demand amid global instability.

🔵 📋 Eurozone / Germany / France / Italy
✅ Bund and German bund yields near multi‑year highs; French bond yields close to 14‑year highs. Italian BTPs near 11‑month highs. ECB week in focus as inflation risks overshadow policy outlook.

🟢 🔖 Canada / TSX
📋 TSX futures edge up as oil spike fuels inflation fears; metals and industrials slide on growth concerns.

🟡 ✅ Russia – FX & Oil
📌 Ruble falls despite Urals oil price surge—FX volatility persists amid geopolitics and commodity moves.

🔵 🔖 Global Commodities
📋 Oil rally drives inflation fears: copper and industrial metals slide; gold slips on rate worries but long‑term demand seen intact; silver under pressure.

🟣 📌 Markets Snapshot — Europe & EM
✅ Euro at seven‑month lows ahead of ECB; Eurozone trade/current account updates mixed (Netherlands, Finland, Norway, Greece). Brokerages cut Indian targets as Mideast war clouds outlook.

🟠 🔖 Asia Pacific – Equities & Flows
📋 Hong Kong kicks off higher; Asian markets mixed as China growth surprise collides with Iran war fears. Foxconn misses earnings despite strong AI demand — supply chain/profitability watch.

Market Takeaway: Elevated oil prices and Mideast tensions are the dominant cross‑market theme—pushing bond yields higher, stoking inflation concerns and driving safe‑haven FX moves. Central bank decisions (Fed, ECB, RBA, BOE) will be pivotal near‑term.

If the U.S. government gave the go-ahead for a sale to the Gulf states of lasers to shoot down drones tomorrow, it would take months for defense contractor $AVAV AeroVironment to scale up its production.

Researchers trained humanoid robots to climb and vault obstacles, testing AI systems designed to improve how quickly robots understand and react to their environment.