Jefferies upgrades Kratos $KTOS to Buy with an $85 price target, citing a $14B pipeline and a Valkyrie production ramp to 40 units by 2028.

With hypersonic revenue set to double in 2026, Kratos secures a dominant lead in affordable, high growth defense tech.

Morgan Stanley raises Western Digital $WDC price target to $380, maintaining an Overweight rating.

With HDD production sold out through 2026 and shortages projected through CY28, Western Digital secures record pricing power and margin upside.

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

Red Cat $RCAT partners with HADDY to double its Blue Ops USV production using AI powered robotic 3D printing.

By adopting a microfactory model, Red Cat secures a scalable, on demand manufacturing lead for autonomous maritime defense.

$FLY $RDW $VOYG $RKLB | Firefly Aerospace and Seagate Space signed an MOU for the Gateway S offshore launch platform.

With ABS approval and modular architecture, this partnership secures Firefly’s lead in mobile, responsive space infrastructure for the Alpha rocket.

CrowdStrike $CRWD increased its share buyback program to $1.5B, adding $500M in new capacity.

Citing a "valuation disconnect" and record AI momentum, the move underscores a path toward $20B ARR by FY2036 and enhanced value for long term holders.

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

Planet Labs $PL shipped 3 Pelican satellites to Vandenberg for a SpaceX launch, accelerating its lead in high resolution Earth intelligence.

With onboard NVIDIA $NVDA AI and 50cm imagery, the fleet delivers near real time insights for global security.

A new era of on-orbit inspection begins.

#astroscale_JP has unveiled the client satellites and concept of operations for ISSA-J1, the world’s first commercial multi-orbit satellite inspection mission, set to launch in 2027.

$PL: Planet today announced the shipment of three Pelican satellites to Vandenberg Space Force Base in California ahead of their launch aboard the upcoming CAS500/2 rideshare mission with SpaceX.

By launching these satellites to orbit, Planet will further expand the Pelican fleet’s industry-leading capabilities and rapid revisit rate, providing high-resolution, AI-enabled solutions to its customers around the world.

"Kicking off our first Pelican launch of 2026 demonstrates the pace at which we’re scaling our most advanced constellation to date, with higher resolution, faster repeat rates, and lower latency," said Will Marshall, Co-Founder and CEO of Planet.

$ASTS: BlueBird 7 is scheduled to launch on April 14 at 6:45 AM.

MARK MY WORDS: $XNDU is going to revolutionize the entire quantum sector - especially photonics 🔥

This is the first pure-play photonic quantum computing company to hit Nasdaq, and the current price is nowhere near the future market cap it’s heading for. We’re talking massive, multi-billion-dollar upside as they scale fault-tolerant, room-temperature quantum systems that actually deliver real-world utility.

Just look at the partnerships alone:

- Tower Semiconductor powering high-volume silicon photonics manufacturing

- Lockheed Martin on quantum machine learning

- TELUS building sovereign quantum data centers in Canada

- Thorlabs, Applied Materials, AMD, Rolls-Royce, Mitsubishi Chemical, Volkswagen, Toyota Research Institute, and the U.S. Air Force Research Lab

- Plus DARPA advancing them to Stage B of the Quantum Benchmarking Initiative with up to $15M in funding

Xanadu isn’t hype - they already have systems and software in use across defense, aerospace, pharma, semiconductors, and automotive.

Their light-based approach solves the scalability nightmare that’s holding back the whole industry.

$AEHR - the asymmetry here is absolutely massive 🔥

CEO already spelled it out: the AI chip testing TAM is 3-5x larger than the SiC/EV boom that sent Aehr parabolic in 2023.

The market is finally waking up (+100% YTD)…

…but you can still buy the business today at a lower market cap than the old EV hype peak.

Every single high-performance AI GPU and accelerator needs full-wafer burn-in and rigorous testing before it ships. Aehr is the undisputed king of this critical bottleneck - with sticky, high-margin, recurring revenue that scales directly with AI buildout.

This isn’t cyclical. This is structural demand exploding while the valuation hasn’t caught up to the new reality.

Earnings next week could be the spark that sends this thing into orbit.

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

ImmunityBio $IBRX submits a comprehensive FDA response to resolve ANKTIVA advertising concerns.

By removing the cited podcast and enhancing oversight, the company clears regulatory hurdles while maintaining its 700% revenue growth trajectory.

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

Cantor Fitzgerald maintains an Overweight rating and $85 price target for $RKLB Rocket Lab, citing the Mynaric acquisition and a $1.85B backlog.

With the Neutron rocket as a primary catalyst, Rocket Lab secures its lead as the premier end to end space infrastructure provider.

Ondas $ONDS wins a $50M tender for Israel’s $1.7B Eastern Border initiative.

By deploying AI enabled robotics for large scale demining, 4M Defense secures a primary role in a multiyear national project with massive expansion potential.