UBS reiterates AST SpaceMobile $ASTS at Neutral with an $85 price target.

Despite the BlueBird 7 launch mishap creates a sentiment overhang, insurance and a $1.2B revenue backlog keep the 2027 bull case intact. The race to 45 satellites is still on.

Jefferies upgrades Oscar Health $OSCR to Hold with a $16 price target.

By pushing 28% rate hikes and AI efficiency, Oscar is targeting its first $250M profit in 2026. Pricing discipline and record enrollment are turning OSCR into a moat.

Wedbush initiates Lithium Americas $LAC at Neutral with an $8 price target.

As a U.S. national security asset, Thacker Pass enters peak buildout in 2026 with $1.6B in Capex. Despite DOE and GM backing, execution risks remain key ahead of 2027 output.

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

Wedbush initiates MP Materials $MP with Outperform and a $90 price target.

As the only vertically integrated U.S. rare earth leader, MP is the anchor for domestic supply chain independence. With 25% magnet tariffs now active, the moat is official.

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

$MU $SNDK $WDC $STX $AMAT | SK Hynix begins mass production of 192GB SOCAMM2 chips for NVIDIA’s Vera Rubin platform.

By delivering double the bandwidth and over 75% better power efficiency via the 1cnm process, the company is ending the AI memory bottleneck.

$IREN $NBIS $WULF $CRWV $HUT | Google secures an anchor lease at Nscale’s 90MW West London AI campus.

By leveraging Nscale’s liquid cooled "plug and play" infrastructure, Google is bypassing UK grid queues to deploy over 45,000 NVIDIA GPUs for the 2026 AI supercycle.

$TSLA $XPEV $SERV $PONY $MBLY $GRAB | Accenture invests in General Robotics to scale Physical AI in manufacturing.

By using the GRID platform and NVIDIA simulation, they are building a hybrid workforce of humans and robots to solve the global labor gap.

$OKLO $SMR $CCJ $LEU $NEE | Energy Secretary Chris Wright confirms the first 10 new U.S. nuclear reactors will "nearly definitely" receive DOE loans.

By derisking advanced SMRs to power the AI boom, U.S. is securing the carbon free baseload needed for energy dominance.

$UEC $MP $UUUU $UAMY $USAR $CCJ | The U.S. is ramping up uranium imports from Namibia to fuel the nuclear plants powering the AI data center boom.

By securing a "China free" supply for 24/7 baseload energy, Washington is leading a global Nuclear Renaissance.

$GSAT $VSAT $ASTS $RKLB $VOYG | Blue Origin has officially joined the reusable rocket club.

The New Glenn booster successfully landed on the droneship Jacklyn, proving the BE4 engine architecture is capable of rapid turnaround for the heavy lift market.

Spot Great Breakouts

The 7 Layers of Photonics

1. Materials & Wafers: $AXTI $ALMU $TECK $IQE $LWLG $SOI $WOLF
2. Tools: $AIXA $ALRIB $VECO $LRCX $AMAT $SHMN $ONTO
3. Lasers: $SIVE $MTSI $HIMX $STM $LASR
4. Foundries: $TSEM $FN $XFAB $SANM $UMC $GFS
5. Testing: $AEHR $FORM $COHU $TER $VIAV $ASX $AMKR
6. Optics: $LITE $COHR $POET $MEMS $AAOI $OPTX $LPTH
7. Networking: $CRDO $MRVL $SMTC $CIEN $NOK $GLW $ALAB $ANET $AVGO

$IREN $NBIS $WULF $CRWV $BITF | Amazon expands Anthropic deal with an immediate $5B, with a roadmap for $20B tied to commercial milestones.

Anthropic’s $100B AWS commitment secures 5GW of power and Trainium 3 and 4 chips.