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.

Ondas $ONDS completed the acquisition of Rotron Aerospace on March 16.

The deal secures a UK defense footprint and access to the MoD ecosystem, while adding long range VTOL and propulsion tech to the Ondas Autonomous Systems portfolio.

NANO Nuclear $NNE aims to become the "railroad" of the nuclear industry by securing exclusive licenses for HALEU transport.

The NRC compliant system supports multiple fuel types, serving third party SMR and microreactor developers nationwide.

NANO Nuclear $NNE achieves a conceptual design milestone for its #HALEU transport system with partner GNS.

The proprietary package supports multiple advanced fuel types and targets NRC 10 CFR Part 71 certification to secure the U.S. supply chain.

The 2026/27 AI photonics stack quietly forming 🔥 $LWLG $ALMU

LWLG brings ultra-high-speed, low-power polymer modulators (>110GHz via Tower PH18 tapeouts this year).

ALMU delivers scalable III-V integration for sensing + full optical links on mainstream silicon.

Both hit Nvidia/hyperscaler pain points dead-on - power, speed, and capacity shortages in legacy tech.

Two small-caps riding the same multi-billion wave, still flying under mainstream radar.

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

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

Industries start to scale when complex machines become components.
$IONQ

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

Marvell $MRVL and Lumentum $LITE demo optical circuit switching for AI data centers at OFC 2026.

Integrating 1.6T DSPs with the R300 OCS platform, the system delivers 10x lower latency and 98% less power usage than traditional packet switching.