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Biotech catalyst, news and analysis PDUFA tracker
Biotech catalyst, news and analysis PDUFA tracker
ENIT Rare Earth Reset · May 2026 · $USAR $CRML $MP Rare Earth Independence Is Back: $USAR, $CRML and $MP Race to Rebuild the Western Supply Chain USA Rare Earth, Critical Metals and MP Materials sit at three different points…
DOE selection, Q1 numbers, Stillwater magnet ramp, Round Top consolidation, Serra Verde, Carester and the real question for investors: can USA Rare Earth turn a heavily funded national-security story into a commercially disciplined mine-to-magnet platform?
Asana Inc. (ASAN) – Work Management Platform & 2026 Growth Trajectory NYSE: ASAN · SaaS · Work Management Platform Asana Inc. (ASAN) – Scaling SaaS and 2026 Growth Trajectory SaaS deep-dive report – focus on product platform, financial performance, customer…
Focus on factual developments of the last few days (Strait of Hormuz, tankers at anchor, oil spike) and on a sector-based watchlist – not on trying to predict the endgame of the conf
Rigetti is one of the few pure-play public quantum computing hardware names. It designs and manufactures superconducting quantum processors, integrates the control stack and cryogenics around them, and exposes these systems through a cloud platform so that enterprises, governments and researchers can experiment with quantum algorithms and hybrid quantum-classical workflows.
In early January we started to follow Ondas Inc. (ONDS) more closely on Merlintrader, first with a long-form deep-dive on the transformation of the group into an autonomous defense “system-of-systems” platform, and then with a sequence of updates as new contracts and Investor Day details emerged. Those articles focused on the structural story, the DCMA “Blue UAS” listing for Optimus and the growing defense pipeline.
When you line up the numbers on artificial intelligence in space operations, autonomous systems and new-generation missile defence, it becomes very clear we are not looking at a “nice theme” to trade for a few quarters. We are watching the birth of a structural, AI-native arms race that stretches easily over the next 20–30 years.
Briefing Space-AI-Defence stocks Jan 14
Daily overview on defence, space and AI-linked military names: Grok enters Pentagon networks, MBDA strengthens its position in Brazil and space small caps swing between rational euphoria and technical risk.
SIDU, ASTS, LUNR, ONDS and PL are not just “hot tickers”. Their satellites, landers, drones and imaging constellations are becoming building blocks of a Western answer to China’s dual-use space programs, Russia’s drone war and a world where infrastructure and data are contested every single day.