USA Rare Earth $USAR commissions its Phase 1a commercial magnet production line in Stillwater, Oklahoma.

The facility starts fulfilling NdFeB permanent magnet orders in Q2 2026, targeting 600 metric tons annually by Q4 and 1,200 tons by Q1 2027.

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

Nebius $NBIS releases AI Cloud 3.5 "Aether," adding serverless computing and $NVDA NVIDIA RTX PRO 6000 Blackwell GPUs.

New features include a Data Transfer Service for cross cloud migration and 96GB GDDR7 memory for high scale physical AI simulations.

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

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

Drone Stocks and Their Market Caps

AeroVironment | $AVAV | $10B

Ondas | $ONDS | $5B

DroneShield | $DRO | $3B

Red Cat Holdings | $RCAT | $2B

Unusual Machines | $UMAC | $710M

Volatus Aerospace | $FLT | $400M

Parrot | $PARRO | $350M

Swarmer | $SWMR | $350M

Palladyne AI | $PDYN | $300M

AIRO Group | $AIRO | $300M

Embention Sistemas Inteligentes | $MLUAV | $200M

Draganfly | $DPRO | $170M

ZenaTech | $ZENA | $140M

Mobilicom | $MOB | $65M

AgEagle Aerial Systems | $UAVS | $44M

Drone Volt | $ALDRV | $41M

ParaZero Technologies | $PRZO | $17M

AEVEX Aerospace | $AVEX | IPOing soon

SpaceX IPO filing imminent.

20% could be allocated to retail investors.

"I would be disappointed if we didn't have a settlement on the moon and building a manufacturing facility on the moon within 10 years. Hopefully half that."

-Gwynne Shotwell, SpaceX president

$RKLB: The Space Development Agency (SDA) is three months behind schedule for demonstrating comms via laser links, a requirement at the heart of its Proliferated Warfighter Space Architecture (PWSA) mesh network in low Earth orbit (LEO).

Several companies are providing laser link terminals to SDA and its primes; among those publicly named are Mynaric, Tesat Spacecom US, Skyloom, and Umbra.

SDA has yet to launch any of the Tranche 1 Tracking Layer satellites but the goal is to have most of the launches completed within the next six months.

SDA does not expect the launch and laser link delays to have a major impact on its long-standing plan to have Tranche 1 up and running for early use by early 2027, an agency spokesperson said.

💥JUST IN: $LMT Lockheed Martin says it is strengthening the Javelin supply chain to meet rising demand, focusing on expanded partnerships, advanced manufacturing technology, and more resilient production capacity.

Additional U.S. B-1B bombers have arrived at RAF Fairford, boosting the UK-based fleet as Washington intensifies long-range strike operations against Iran.

MARVEL: The Portable Microreactor Powering Electricity, Heat, and Clean Water

The Evolution of Remote Work: What the Future Holds

$PLTR showing its moat can extend well beyond defense with Metso using Palantir to drive predictive uptime across industrial operations.

Predictive maintenance is one of the clearest ROI-driven AI use cases in heavy industry & gives Palantir another real-world enterprise proof point.

PRESIDENT TRUMP DELAYS ATTACK AGAIN BY ANOTHER 10 DAYS

$MNTS: ClearSpace to fly PRIMA on DPhi Space’s compute cluster aboard Momentus’ Vigoride-7.

On the Clustergate-2 mission, ClearSpace will use PRIMA for an in-orbit software validation campaign for their active debris removal tech.

The goal: refine advanced on orbit image processing directly in space, a key step toward validating the reliability and performance of its future in-orbit servicing capabilities.

Things are moving quickly.

Xona Space Systems, an aerospace company providing GPS solutions, raised $170M in Series C funding.

The company intends to use the funds to accelerate constellation deployment and manufacturing improvements.

Led by CEO Brian Manning, Xona Space Systems is an aerospace company launching a constellation of small satellites in Low Earth Orbit (LEO) to provide a commercial alternative to traditional government-run GNSS (like GPS).

The solution is built to help self-driving cars, delivery drones, and automated farm equipment navigate safely in any weather.

$AMPG: AmpliTech revenue increased to $25.2 million for fiscal year 2025, compared to $9.5 million in fiscal year 2024, representing growth of approximately 165% year-over-year.

The increase was driven primarily by higher sales of low noise amplifier (LNA) and low noise block (LNB) products, expanded 5G product lines, and strong demand from telecommunications and satellite communications customers. The Spectrum division also benefited from a rebound in Asian markets.

Gross profit grew to $6.0 million from $3.5 million in the prior year. Gross margin was 23.9% in 2025 compared to 36.7% in 2024. The margin compression reflects the Company’s strategic investment in building long-term relationships with global Tier 1 network operators by providing competitively priced, carrier-grade O-RAN compliant 5G radios.

Management expects gross margins to improve meaningfully as the Company transitions from initial market penetration and deployment phases into recurring, high-volume business with established operators.

The Company continues to advance its portfolio of O-RAN compliant radio systems, including its flagship Massive MIMO 64T64R product, which has received an O-RAN compliance certificate. This product delivers true 5G speeds with enhanced signal strength, improved coverage, and increased user capacity.

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

$RKLB: Rocket Lab targeting a total of 1,000 Rutherford engine launches before the end of 2026.

The milestone underscores how central additive manufacturing has been to the company’s production strategy since its founding, and how that strategy is now being carried forward into its next-generation platform.

The Rutherford engine is widely recognized as the first 3D printed, electric pump-fed orbital rocket engine, with primary components including the combustion chamber, injectors, pumps, and main propellant valves all produced additively.

The ability to print those components rapidly and iterate quickly has been a key factor in reaching production volumes that few rocket programs have matched at this pace.

Nine Rutherford engines power each Electron first stage, meaning the 800-engine figure represents nearly 90 individual launch vehicles’ worth of additively manufactured propulsion hardware.