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.
BigBear.ai started as a data-fusion and analytics contractor, grew via acquisitions and went public through the GigCapital4 SPAC at the end of 2021. The company’s value proposition is to make sense of messy data streams and provide actionable recommendations for operators in defense, intelligence, border security, logistics and other complex environments. To do that, it combines traditional analytics, AI/ML models, simulation, and mission-planning tools into a single decision-intelligence laye
January 2026 has been anything but quiet for POET Technologies. The stock first extended the late-2025 rerating on the “AI optics” narrative and then got hit hard by a US$150 million registered direct offering that erased most of the month’s gains. The industrial thesis around the Optical Interposer has not changed, but the share count has – and the market is repricing that.
Ondas Inc. (NASDAQ: ONDS) announced that the Optimus drone from its American Robotics unit has been added to the DCMA “Blue List” of approved unmanned aircraft systems. This confirms compliance with Department of War cybersecurity, supply chain and operational standards and opens a faster lane for U.S. government and defense procurement of Optimus.
At Merlintrader we’ve been following Ondas for a while through this steep progression, and today’s move is another step in the transition from a niche wireless/IoT story towards a more clearly defined dual-use autonomous infrastructure profile.
Rocket Lab is one of the few listed names sitting at the intersection of launch services, space infrastructure and US national security. In the last weeks, three threads have converged: a record defence contract for missile-tracking satellites, a visible test failure on the new Neutron rocket, and a high-visibility hardware milestone with the arrival of the “Hungry Hippo” fairing at the Virginia launch complex.
Redwire is moving from niche space supplier to integrated space-and-defense player just as the Golden Dome and SHIELD architectures turn from political slogan into multi-decade procurement programs. The stock has already rerated on expectations; the question now is whether cash flow, backlog and contract wins will catch up with the narrative.
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.
Five Wall Street firms push targets to the 16–25 USD band on the back of Ondas’ 2026 ramp story – while the stock trades around the low teens after a 500%+ 12-month run.
Why it is a “stock of the moment”
ONDS is one of the most closely watched names in the community: explosive rally, very strong narrative around Israel/defense, and now an Investor Day that pushes the bar even higher with 2026 guidance and very aggressive 5-year targets. It is a classic case where enthusiasm and risk coexist: great to follow, dangerous to underestimate.
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.
Focus: multi-year low 9-figure Satellite Services contract with the Swedish Armed Forces – third sovereign-space deal in 12 months, >$500M combined.
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.
Ondas Holdings (ONDS) has extended its powerful run into early 2026, hitting new four-year highs and moving decisively into mid-cap territory. The next major test for the story is the OAS Investor Day 2026, where management will present the updated 2026 business plan and financial outlook. This update is a companion to the full deep dive available here: ONDS – Ondas Holdings Inc. (full report) .
Complete overview of the most talked-about direct-to-cell stock: technology, last 12 months, financials, ownership, analyst views, sentiment and key catalysts into 2026.
Planet is not “just Earth pictures”. The platform revolves around three layers:
High-frequency global monitoring – PlanetScope / SuperDove for broad coverage and fast revisit.
High-resolution tasking – SkySat + Pelican for “tell me where and when to look”, with priority and higher detail.
Productised analytics / AI – events, alerts, indicators and workflows for defence, intelligence, maritime, disasters, insurance and supply chains, rather than raw pixels.
