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.

$ONDS just completed the Rotron acquisition.

Long-range autonomous strike platforms. Advanced aero-engines. UK Ministry of Defence relationships.

This gives them a UK industrial base for NATO programs — localized development and production across allied markets.

9 days before earnings. Catalyst after catalyst after catalyst.

Rotron outlook will be discussed on the March 25 call.

PRE-MARKET ACTIONS:

Green lights.

🟢 $OSS +2.78%
🟢 $IREN +6.00%
🟢 $CIFR +5.97%
🟢 $NBIS +14.78%
🟢 $RKLB +0.99%
🟢 $AMPX +0.78%
🟢 $ONDS +1.77%

Overall Status: 🟢

Honor Turns Smartphones Into Living Assistants: The Rise of Always-On #AI Companions

$OSS partner $MTEK Secures Order from Governmental Defense Entity for AI-Edge Video Systems

​Maris-Tech Ltd. has announced a new order from a governmental defense entity for systems supporting situational awareness and drone video payloads. This order highlights the company’s expanding footprint in the high-growth defense technology sector.

​Key Program Details:

🔹​Diamond Ultra Platform: Deployed for advanced situational awareness and perimeter defense systems.
🔹​Jupiter Platform: Integrated into drone video payload systems for real-time, mission-critical processing.
🔹​Tactical Edge Intelligence: The order includes both delivery and development of custom AI applications to enhance operational effectiveness in complex security environments.
🔹​Strategic Momentum: CEO Israel Bar noted this further validates the relevance of Maris-Tech’s AI-based edge video solutions for next-generation defense needs.

​As global defense agencies pivot toward autonomous and intelligent surveillance, Maris-Tech continues to provide the essential "eyes and brains" for the modern battlespace.

I still see $MTEK as an attractive acquisition target for $OSS, as it is favorably valued and would perfectly expand the technological value chain.

Sarepta $SRPT began enrollment for ENDEAVOR Cohort 8, testing ELEVIDYS with a sirolimus regimen to reduce liver injury risks.

The trial targets non ambulatory DMD patients, aiming to restore access after the 2025 label restrictions.

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

Baird reiterates Outperform on Bloom Energy $BE with a $172 price target, viewing recent volatility as a buying opportunity.

Analysts cite a "strong as ever" demand backdrop from AI hyperscalers seeking superior, non traditional power solutions by 2027.

$GLW $NVDA $META $MSFT | Corning expanded its AI portfolio as NVIDIA, Meta, and Microsoft launched three new optical MSAs to standardize data center connectivity.

Corning’s new multicore fiber delivers 4x capacity per strand to support 3.2 Tb/s AI scale up networks.

$ONDS Range. Endurance. UK defense establishment. Ondas just got all three on a Monday morning. 🇬🇧🛫🔥

Until today, Ondas always had a range and endurance problem, but Rotron Aero just solved it.

Ondas just secured long-range VTOL assets, autonomous strike platforms, and engines engineered for missions in demanding environments.

This is the kind of hardware that turns a strong portfolio into an operationally complete platform.

What’s more, Rotron is UK-based with deep ties to the Ministry of Defence and a physical presence inside the UK defense establishment.

This gives Ondas a “fast pass” to major UK and NATO defense programs as they continue to expand their global footprint 👊🏼

Welcome to the team, Rotron!

IRAN JUST LOST ITS ONLY REAL WEAPON

Iran had one thing the US feared.

Thousands of drones and missiles.

Cheap. Fast. Unstoppable in volume.

The US has been systematically destroying every launch site.

Every missile factory. Every storage depot.

241 out of 262 ballistic missiles intercepted.

16 minelaying ships sunk.

90+ military targets destroyed in one night on Kharg Island.

Iran is now fighting a war with broken weapons.

And they know it.

$VOYG: Awarded multi-million dollar NASA contract

Voyager was awarded a follow-on contract under NASA’s Expendable Launch Vehicle Integrated Support 3, or ELVIS 3, program through prime contractor a.i. solutions.

The multi-million-dollar contract extends Voyager’s multiyear support of NASA’s Launch Services Program through the end of the government fiscal year.

Under the contract, Voyager ensures launch vehicles and spacecraft are integrated and prepared for flight in accordance with NASA safety and mission assurance requirements.

RBC Capital raises Micron $MU price target to $525 from $425.

Analyst Srini Pajjuri cites sustained memory pricing through 2026 and massive HBM content growth from next gen AI chips as key drivers for significant earnings revisions.

Baird raises Micron $MU price target to $500 from $443.

Analyst Tristan Gerra highlights a severe DRAM supply shortage, with pricing expected to double this quarter as AI driven demand continues to outpace global production capacity.

Photonics is the hottest theme in the market right now.

Here’s every company you need to add to your watchlist:

Photonics / Lasers
$LITE $COHR $MTSI $AAOI $IPGP $POET

Optical Modules / Transceivers
$AAOI $FN $LITE $COHR $CIEN

Optical DSP / Networking ASICs
$MRVL $CRDO $AVGO

Switching / Ethernet Networking
$ANET $CSCO $HPE $DELL

Fiber Infrastructure / Connectors
$GLW $APH $TEL

Semiconductor Foundry (Photonics chips)
$TSM $GFS $UMC $TSEM

Semiconductor Equipment
$ASML $AMAT $LRCX $KLAC

Materials / Wafer Substrates
$AXTI $ENTG $LIN $APD

The AI optics market is growing 60% this year. InP substrate supply is 70% short of demand.

Copper can't keep up. This is AI's next bottleneck.

$MP $UUUU $UAMY $USAR $LAC $CRML | Trump administration uses a "America First" strategy in Zambia, tying $1B in health aid to exclusive mining access.

The move aims to break China’s grip on copper and cobalt reserves, ensuring American taxpayers get a return on foreign aid.

$MP $UUUU $UAMY $USAR $LAC $CRML | Treasury Sec. Scott Bessent confirms detailed talks with China on a new tariff regime to ensure stability and prevent retaliation.

Despite potential summit delays, Bessent cites a strong relationship focused on securing strategic trade wins.